Executive Assistant
2 months ago
Job Overview:
**Duties**:
- Assist Senior staff with all aspects of client services
- Prepare and edit correspondence, reports, and presentations
- Conduct research and compile data for various projects
- Attend client meetings and transcribe details for follow-up
- Assist with event planning and coordination
- Maintain and organize files, records, and documents
- Answer phone calls, respond to client requests and redirect inquiries as needed
- Greet visitors and direct them to meeting location
- Provide general administrative support to the executive team
Qualifications:
- Proven experience in the Financial Services industry (a current or potential securities licensed individual)
- Excellent written and verbal communication skills
- Strong organizational and time management skills
- Attention to detail and ability to proofread documents for accuracy
- Ability to transcribe meeting minutes accurately
- Customer service-oriented mindset
**Job Types**: Full-time, Part-time, Contract
Pay: $60,000.00 - $75,000.00 per year
Expected hours: 40 per week
**Benefits**:
- Paid time off
- Professional development assistance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- Weekends as needed
Ability to Relocate:
- Warren, NJ 07059: Relocate before starting work (required)
Work Location: In person
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