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Executive Assistant

4 months ago

Wheaton, United States BCI - Brokerage Consultants Inc. Full time
Executive Assistant | Wheaton, IL

Our client, a ~10bn Financial Services firm is currently seeking a skilled Executive Assistant to provide vital support to their executive team. With a focus on delivering top-notch services and solutions to Financial Advisors, our client is committed to excellence and innovation in the industry.

Responsibilities:
Provide comprehensive executive/administrative support, including managing phone calls, emails, and inquiries
Coordinate schedules, appointments, and meetings for executives and team members
Prepare and refine documents, reports, and presentations
Maintain office supplies and ensure the office environment is well-organized
Assist in coordinating company events and meetings
Facilitate travel arrangements and accommodations for team members
Collaborate with various departments to streamline communication and workflow
Assist with basic accounting tasks such as expense tracking and invoice processing
Handle confidential information with discretion and professionalism

Requirements:
Bachelor's degree in Finance, Business, or a related field
Previous experience in an Executive Assistant or similar role
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Strong organizational skills and ability to multitask effectively
Excellent written and verbal communication abilities.
Attention to detail with a high level of accuracy
Capability to work both independently and collaboratively
Professional and approachable demeanor