Executive Assistant

Job Description Financial advisor seeking fulltime Executive Assistant to aid in the operations of a financial services practice. Responsibilities Facilitate meeting reservations and reminders Prepare client case notes Email meeting recaps Coordinate detailed filing systems and maintain client records and database Manage day-to-day calendar Schedule meetings Monitor daily email General copying and filing Assist with pre-meeting packets, reports, forms, etc. Facilitate and monitor correspondence Delegate customer service for Advisor’s clients Coordinate holiday gifts and cards Tracking and monitoring new business and account/policy services Maintain a neat and orderly workspace Cross coordination of business and personal calendar Many miscellaneous tasks Qualifications Compliance with all operating policies and procedures Previous experience with Microsoft Office Suite to specifically include Outlook, Excel, Power Point, ACT Strong interpersonal skills, commitment to a collegial work style and mutual accountability Experience with CRM software preferred Superior attention to detail and top tier organizational skills Understanding and commitment to a business professional workplace environment Self-motivation and adaptable Ability to manage time to accommodate priorities of fast-paced Advisor Some college, 4-year degree preferred Excellent communication skills, strong written and verbal Positive attitude, enthusiasm and outgoing Must be a critical thinker and problem solver Sense of humor Company Description Boutique financial planning firm that values client and employee relationships as our top priority. Core Values Relationships Trust Integrity Discipline Time #J-18808-Ljbffr WEALTH LOGIC INC