Executive Personal Assistant

5 days ago

San Diego, United States Bangerter Financial Full time
Job DescriptionJob Description

Are you interested in a versatile role with leadership opportunities? We’re hiring a professional and proactive Executive Assistant to support our lead supervisor in the financial advisory field, specializing in 1031 exchanges. You’ll play a critical role in ensuring the smooth operation of our office by managing schedules, handling bookkeeping, setting up appointments, and maintaining organization. We are looking for someone who thrives in a fast-paced environment, loves planning and organizing, and is eager to grow with us long-term.

Compensation:

$56,000 yearly

Responsibilities:
  • Manage schedules including itineraries, travel arrangements, and team meetings
  • Report incoming information like phone calls, messages, memos, and emails to an executive
  • Ensure basic bookkeeping duties are completed
  • Support an executive with meeting preparation and take minutes
  • Execute other tasks as assigned by executives like picking up orders, arranging personal appointments, etc.
  • Appointment Management: Make calls to clients, set up appointments, and manage the lead supervisor’s calendar to ensure optimal time management
  • Administrative Support: Organize filing systems, handle correspondence, and manage office supplies to keep administrative tasks running smoothly
  • Executive Support: Keep the lead supervisor on track with daily tasks and long-term goals, providing reminders and follow-ups as necessary
  • Adaptability: Demonstrate flexibility and the ability to work under pressure, adapting to changes in a fast-paced environment
Qualifications:
  • Accustomed to working on strict deadlines and handling confidential information
  • Experience using Microsoft Office
  • Impeccable time management skills, organizational skills, interpersonal skills, and communication skills
  • High school diploma or G.E.D. required

Communication Skills: Strong verbal and written communication skills

Interpersonal Skills: Well-versed in managing diverse people with the proven ability to form strong relationships and gain the trust of colleagues and clients

Organizational Skills: Proven ability to plan, prioritize, and manage multiple tasks efficiently

Technical Proficiency: Comfortable with office software and tools (e.g., Microsoft Office and quick to learn new systems

Professionalism: Friendly, professional outlook, capable of representing the company positively

Experience: Previous experience as an executive assistant, office manager, or similar role preferred

About Company

We believe that knowledge is power. It serves as the cornerstone for intelligent, well-considered decisions, especially when it comes to planning for retirement or 1031 exchanges. Sound decisions are crucial to pursuing your goals and avoiding costly mistakes that could impact your future financial stability. As seasoned financial professionals, we are dedicated to helping individuals like you create tailored solutions for your retirement assets. By understanding your risk tolerance, time horizon, and goals, we work diligently to develop programs that carefully balance investment strategies while preserving principles. The current economic environment poses many challenges, but with those challenges come opportunities and potential rewards. Our approach is collaborative and personalized. We work closely with our clients to evaluate these opportunities and position them to reap the benefits. Our goal is to help you build a solid financial foundation for the future.

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