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Personal/Executive Assistant
4 months ago
In this professional capacity, you will assume responsibility for and be expected to execute the following duties, among others:
- Perform general organizational tasks, including developing, organizing, and maintaining the office filing system.
- Handle incoming mail, faxes, emails, and other correspondence by opening, sorting, reviewing, distributing, and organizing them.
- Execute personal errands for the CEO as required.
- Serve as the primary point of contact between the CEO, clients, agents, and external partners.
- Manage information flow accurately and in a timely manner.
- Coordinate the CEO's calendar and arrange meetings.
- Provide support at Business Presentation Meetings and company events.
- Develop and demonstrate proficiency in writing, reviewing, and utilizing tools such as PowerPoint presentations, Google Docs, Google Sheets, in-house tax software, and insurance carriers' back-office platforms.
- Prepare and dispatch invoices and related reports.
- Act as an office manager by maintaining office supply inventory and ordering supplies when necessary.
- Format information for both internal and external communication channels, including memos, emails, presentations, CRM, and social media platforms.
- Take meeting minutes during agent meetings and record client Personal Financial Consultation (PFC) or financial information during client meetings.
- Generate various documents, including general statements, reports, memos, invoices, letters, and other necessary paperwork.
- Manage incoming calls, route them to the appropriate person, or take messages as required.
- Assist in researching and compiling data to prepare documents for review and presentation by the CEO and managers, aiding in meeting preparation.
- Greet visitors and determine whether they should meet with the CEO or other managers.
- Arrange travel accommodation for the CEO.
- Provide general administrative support as needed.
Tax Related Services: Our team specializes in tax preparation and strategy, ensuring accuracy and maximum deductions to optimize our clients returns. From start to finish, we guide them through the complexity of tax preparation and planning, alleviating the stress of tax season.
Wealth Management and Retirement: Whether an individual, family, or business, we offer tailored financial planning and asset management services. By integrating their financial profile, tax position, and long-term goals, we help them navigate towards financial freedom and their desired lifestyle.
At Jubilee Tax & Financial Solutions Inc., we understand that everyone's financial journey is unique. That's why we don't believe in one-size-fits-all solutions. With the freedom of a boutique financial firm, we customize our services to meet our clients specific needs. Upholding the highest standard of care, we always prioritize the interests of our clients above all else. Join us and let's embark on your financial journey together.Company DescriptionCome join Jubilee Tax & Financial Solutions Inc. and experience a holistic and comprehensive approach to achieving your professional and personal financial goals. Our array of practical tools and expert assistance are designed to support you every step of the way.\r
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Tax Related Services: Our team specializes in tax preparation and strategy, ensuring accuracy and maximum deductions to optimize our clients returns. From start to finish, we guide them through the complexity of tax preparation and planning, alleviating the stress of tax season.\r
\r
Wealth Management and Retirement: Whether an individual, family, or business, we offer tailored financial planning and asset management services. By integrating their financial profile, tax position, and long-term goals, we help them navigate towards financial freedom and their desired lifestyle.\r
\r
At Jubilee Tax & Financial Solutions Inc., we understand that everyone's financial journey is unique. That's why we don't believe in one-size-fits-all solutions. With the freedom of a boutique financial firm, we customize our services to meet our clients specific needs. Upholding the highest standard of care, we always prioritize the interests of our clients above all else. Join us and let's embark on your financial journey together.
