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Executive Assistant

3 months ago

Fort Lauderdale, Florida, United States Ascendo Resources Full time

Amazing Opportunity: Executive Assistant

Are you ready to be an Executive Assistant? We have an amazing opportunity for an Executive Assistant to support the COO. This role offers fantastic benefits and the chance to work with a dynamic and fast-moving company. If you're a motivated individual with a knack for organization and multitasking, this is the perfect role for you

Responsibilities

Schedule and manage calendars for multiple personnel simultaneously.

Monitor executive calendars to ensure a logical and efficient flow of daily events.

Prioritize and confirm meetings, advising of cancellations or rescheduling.

Send out virtual meeting invites as requested.

Submit expenses to the Accounting Department following firm procedures.

Track and reconcile monthly credit card statements.

Coordinate all aspects of travel, including booking flights, monitoring weather conditions, arranging ground transportation, and optimizing the travel experience.

Follow up and monitor all legs of trips until travelers return.

Ensure all team members remain compliant with firmwide deliverables.

Handle confidential information and executive-level matters with discretion.

Assist new Financial Advisors with onboarding, acting as the main point of contact.

Oversee the client relationship from the licensing stage through the entire onboarding process.

Troubleshoot problems, provide technical guidance, and assist with software navigation.

Manage multiple onboardings at various stages simultaneously.

Coordinate all aspects of client travel, similar to team travel management.

Qualifications:

Must be able to work for any US employer without sponsorship.

Some college or secondary training preferred.

5+ years of Administrative Assistant/Executive Assistant experience in a corporate environment.

Client onboarding experience is highly desired.

Financial Services Industry experience is a plus.

Flexible with working hours, willing to occasionally work evenings or weekends when necessary.

Responsible, mature professional with excellent attention to detail and strong communication skills.

Benefits:

Comprehensive health insurance plans

401(k) with company match

Paid time off and holidays

Opportunities for professional development

Supportive and collaborative work environment

ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.