Executive Administrative Assistant

2 weeks ago

LuthervilleTimonium, United States Berman McAleer, LLC Full time

Berman McAleer is the premier wealth management firm in Maryland catering to high-net-worth families. We believe that success starts with attracting and retaining the highest caliber professional staff, enhancing our client experience and contributing to nearly perfect client retention over decades. Our employees and the national media agree. InvestmentNews Magazine named Berman McAleer the #1 Best Place to Work for Financial Advisers nationwide in both 2018 and 2019. Inc. Magazine named us a Best Workplaces in 2021, and we are 1 of only 3 firms named in the Baltimore Business Journal’s Best Places to Work Hall of Fame. Consider joining our team to find out for yourself.


Berman McAleer has a unique management style, emphasizing teamwork and collaboration over hierarchy and structure. To foster the team-based culture, our advisors are compensated with competitive salaries and a firm revenue-sharing plan. We do not incentivize individual business development, since the firm has always had a steady stream of referrals. We believe that we are better when we are together, so this is primarily an in-office position with some flexibility. We are guided by three core values in every decision we make: Trust, Respect, and Fulfillment.

The Executive Assistant position is a new position in the firm. This individual will provide comprehensive support to the firms C-Suite in the areas of Communication, Meeting Coordination and Project Support.


Responsibilities -

  • Calendar Management: Efficiently manage the complex schedules of the C-suite executives, including scheduling meetings, appointments, and travel arrangements.
  • Meeting Coordination: Organize and coordinate meetings, both internal and external, including preparing agendas, taking minutes, and following up on action items.
  •  Communication: Serve as the primary point of contact for the C-suite, managing incoming and outgoing communications, including emails, phone calls, and correspondence.
  •  Document Preparation: Prepare and edit reports, presentations, and other documents as needed, ensuring accuracy and professionalism.
  •   Confidentiality: Handle sensitive and confidential information with the highest level of discretion and integrity.
  •   Project Support: Assist with special projects and initiatives as needed, providing research, analysis, and administrative support.


 

Qualifications –

  •   Experience: Minimum of 2 years of experience as an Executive Assistant, preferably supporting senior executives in a financial or professional services environment.
  •  Education: Bachelor's degree in Business Administration, Finance, or a related field preferred.
  •  Skills:
  •   Exceptional organizational and time-management skills.
  •   Excellent written and verbal communication skills.
  •   Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  •   Ability to work independently and as part of a team.
  •  Strong attention to detail and problem-solving skills.
  •   Ability to handle multiple tasks and prioritize effectively.


Attributes -

  • Professionalism and a high level of discretion.
  • Proactive and self-motivated with a strong sense of responsibility.
  • Adaptable and able to thrive in a fast-paced environment.
  • Strong interpersonal skills and the ability to build relationships with stakeholders at all levels.



Benefits –

A robust benefits package, a supportive and professional environment, a salary commensurate with your experience and a real opportunity for professional development.

  • Firm revenue sharing plan
  • Health, Dental & Vision
  • 401K
  • LTD, Life Insurance
  • Flexible Paid Time Off

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