Executive Administrative Assistant
2 months ago
About Us
Our team guides our clients and delivers Wall Street experience without the corporate nonsense, meaning you get quality advice through personalized concierge service. We know our clients and what makes them tick
We are an independent wealth management firm located in northern NJ that specializes in serving entrepreneurs, business owners and high net-worth families. We use our diverse team of investors, wealth managers, tax and legal experts to provide objective, comprehensive, and unique financial solutions to all our clients.
Position Summary
The Executive Assistant will be working directly with the Firm CEO, CIO and COO. This person is expected to provide excellent support to our clients and the team. Ultimately, success in this position is measured by consistently delivering exceptional levels of client and advisor satisfaction.
Essential Job Functions
- Report directly to the CEO, as well as having direst responsibilities to the CIO and COO.
- Act as a liaison between the executive team, clients, prospects and other business relationships, corresponding by both phone and email.
- Strategically manage and coordinate calendars, ensuring smooth scheduling and appointments.
- Assist the Marketing Team with marketing tasks and event coordination, as needed.
- Perform executive assistant duties as needed, such as ordering lunch, handling bill payments, and managing personal items for the CEO.
- Consistently look for ways to improve internal processes and procedures.
- Demonstrated ability to handle confidential matters in a tactful manner.
- Stay educated and well-versed in our service and technology offerings to our clients, including our CRM system.
- Initiate and implement innovative strategies to improve reliability, ease of doing business, and personal attention.
- Support the COO in managing the office and ensuring a warm welcoming office environment for guests and the team.
- Cultivate a cohesive, collaborative team environment.
Knowledge, Skills and Abilities
- A minimum of four years of experience as an executive assistant to C-Suite executives.
- An extraordinary client service orientation
- Well-developed business acumen and initiative to succeed
- Ability to multi-task and handle numerous activities simultaneously and on a deadline
- Excellent verbal, telephone, and written communication skills
- Highly professional interpersonal skills
- Software/Systems Skills Required: Microsoft applications (Word, PowerPoint, Excel, Notes, & Teams), online meeting platforms and Salesforce
- Technology savvy
- Thoughtful and innovative problem-solver
- Excellent organizational and time management skills
- A genuine interest in serving and caring for other people
Education and Experience
- Bachelor’s degree or equivalent education and experience
- A minimum of four years working as an executive assistant to C-Suite executives
- Experience working with financial advisors is a plus
- Excellent writing, listening and feedback skills
- Highly discreet in handling confidential information and personal matters
Job Type: Full-time
Pay: Commensurate with experience and education
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
- Paid time off
Schedule:
- Monday to Friday, in office; summer hours
Experience:
- Office Management & Executive Assistant: 4 years (Required)
Ability to Commute
Work Location: In person
Employment Type
Full-time
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