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Executive Assistant
4 weeks ago
TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for another exciting opportunity. An independent financial advisory practice with @$250M AUM in Del Mar, CA is hiring an Executive Assistant to support the founder.
The dynamic nature of this role requires that the ideal candidate have exemplary time management skills and the ability to identify and anticipate the co-founder's needs. The role must interact seamlessly and with a professional demeanor across a broad range of individuals including ultra high net worth clientele. To perform this job successfully, the individual is expected to handle highly sensitive and confidential financial, legal, and personal information while exercising professionalism and discretion.
Responsibilities:
The main responsibilities of the role would fall into these five categories:
- Founder support
- Client Service Operations
- Brand Management and Corporate Identity
- Marketing
- General Operations and Process Improvement
A full list of duties and responsibilities can be provided during the interview process.
Skillset and Background:
Three to five years’ prior experience in supporting a senior executive or team. Highly prefer candidates with experience within financial services and wealth management specifically
Excellent written and verbal communication skills
Time-management skills
Exhibit sound judgement with the ability to prioritize and make decisions
Ability to pay attention to detail
Organization skills
Ability to multitask
Basic understanding of frequently used computer software and programs, such as Microsoft Office Suite
- This is a full-time position, M-F, standard business hours. This client offers competitive compensation and benefits and allows one remote day per week.
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Executive Assistant
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Del Mar, United States TalentWealth Full timeTalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for another exciting opportunity. An independent financial advisory practice with @$250M AUM in Del Mar, CA is hiring an Executive Assistant to support the founder.The dynamic nature of this role requires that the ideal candidate have exemplary time management skills and...
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Del Mar, United States TalentWealth Full timeTalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for another exciting opportunity. An independent financial advisory practice with @$250M AUM in Del Mar, CA is hiring an Executive Assistant to support the founder.The dynamic nature of this role requires that the ideal candidate have exemplary time management skills and...
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