Executive Administrative Assistant

3 weeks ago

Charleston, United States Precision Wealth Strategies LLC Full time
Job DescriptionJob Description

About Precision

Precision Wealth Strategies is a boutique wealth management firm, headquartered in St. Louis, Missouri, but serving clients across the Nation. This position will be in the Charleston, SC area. We provide financial advising, planning, and consulting services to both Individuals & Families and Businesses. Precision Wealth Strategies has a refined process empowering our clients to Think Bigger, accomplish more for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus - Investing with a Purpose.

Precision Wealth Strategies is a rapidly growing boutique firm looking for new team members who are eager and ambitious to join and contribute to our continued success. Just as we preach to our clients with our investment philosophy and planning, if done right through our precise process, YOUR CAREER can be an explosion

 

Executive Administrative Assistant Role

The Executive Administrative Assistant will be responsible for organizing the daily calendars of the CEO of Precision Wealth Strategies and completing tasks and administrative duties revolving around their daily responsibilities and high priority tasks. Performance in the position will be judged on the ability of the assistant to help executives stay organized and free up time for them to accomplish the most significant duties of their positions.

 

Essential Functions/Responsibilities

  • Provide the organization and scheduling of the executive’s daily calendar, including scheduling client meetings and time for the executives to accomplish high priority duties and responsibilities.
  • Assist the CEO, through superior organizational skills, to ensure important deadlines and appointments are met/accomplished.
  • Anticipate the needs of the CEO by facilitating the completion of other ad hoc tasks.
  • Review or prepare, and perfect client or other outbound written communication using superb, professional writing skills. Candidate must have superior typing, grammar, spelling and formatting skills.
  • As the point person, guide new clients through the onboarding process to ensure that relevant data and documentation is collected in an efficient and timely manor. This responsibility also includes completing some of the initial conversations with potential clients to uncover their objectives and to help determine if the prospect(s) are a excellent fit for the firm.
  • Providing diligent client and executive follow up to help expedite the completion of outstanding, high priority tasks.
  • Deliver exceptional client service to existing and new clients via inbound and outbound phone calls and emails.
  • Communicate and follow up with other staff members to ensure that responsibilities and tasks are accomplished.
  • Providing timely execution of service tasks related to existing client accounts and policies.
  • Communicating and collaborating with 3rd party institutions to ensure client and executive questions are answered, needs are met, and expectations are exceeded.
  • Keeping client records updated in software systems.
  • Ensuring spreadsheets and databases are organized and updated.

 

Qualifications

  • Bachelors degree and 2+ years experience in a Executive Assistant role, or 5+ years of experience in a Executive Assistant role.
  • 2+ years experience in the wealth management or a finance/banking related industry preferred, but not required.
  • Exceptional attention to detail and organizational skills.
Company DescriptionPrecision Wealth Strategies (PWS) is a rapidly growing boutique wealth management firm, headquartered in St. Louis,
Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both
Individuals, Families, and Businesses. PWS has a refined process empowering our clients to Think Bigger, accomplish more
for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus.Company DescriptionPrecision Wealth Strategies (PWS) is a rapidly growing boutique wealth management firm, headquartered in St. Louis,\r
Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both\r
Individuals, Families, and Businesses. PWS has a refined process empowering our clients to Think Bigger, accomplish more\r
for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus.

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