Job Description
A well-established Financial Advisory firm is seeking an experienced administrative professional with excellent execution, organization, and technology skills. This is a fast-paced office working closely with the CEO of the firm.
What is in it for you?
- Strong Base Salary + Bonus
- Seeking someone who can be on-site most of the time. Flexible for remote days when needed or during slower periods.
- A professional work atmosphere in a well-run, stable, & growing firm
- Excellent health benefits, 401K, etc.
- Hours 8:30/9 - 5/5:30
Key Responsibilities:
- Manages the calendar of the President and assists in the setup of meetings and travel (minimal % of time)
- Assists in the execution of projects by performing a wide variety of project oriented tasks including but not limited to Excel reporting, data input, and report writing/editing
- Assists with the execution of sales proposals including interfacing with clients and key stakeholders
- Interact with clients and key stakeholders
- Other special projects as assigned
Qualifications:
- Strong experience in an Administrative or Executive Assistant role
- Bachelor’s degree in business or related field
- Proven competence in using Microsoft Word, Microsoft Excel and Powerpoint
- Detailed oriented with proven organizational skills
- Excellent oral and written communication skills
Job Tags
Remote job, Flexible hours,