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Executive Assistant to the President and CEO

1 month ago

Boca Raton, United States Alpha Wealth Management Consulting Full time
Job DescriptionJob Description

The Executive Assistant role will provide direct support to the CEO in the following areas.

  • Maintain the CEO's calendar (make appointments.) 
  • Maintain Marketing Materials
  • Produce Spreadsheets (Excel), Produce Presentations (PowerPoint), Maintain LinkedIn Sites.
  • Produce and maintain databases.
  • Conduct all billing and invoicing through QuickBooks.
  • Construct Marketing Materials in conjunction with the web-designer.
  • Interface with the accounting team to assist in the production of financial statements.
  • Distribute Marketing materials via email and LinkedIn postings. 
  • Work with technology team when needed to ensure smooth business operations.
  • Assist coaches with scheduling, invoicing and supplying them with administrative support.
  • Work with third-party support partners to ensure smooth operation of the business.