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Executive Assistant

2 months ago

Alpharetta, United States Wealth With No Regrets Full time

Executive Assistant

We are looking for an Executive Assistant to join our team located in Alpharetta, GA. This role is responsible for providing high-level support that involves calendar management, scheduling travel, and email organization, among ensuring efficient firm operations.

Skills & Experience Needed:

  • 2-5 years as an Executive Assistant or Administrative Assistant required
  • Bachelor's Degree, preferred
  • Experience using Customer Relationship Management software, preferred
  • Accounting experience, preferred
  • Desire to be part of a team that is living with purpose, love to support others
  • Care about serving people and the client experience is where you shine
  • High character and integrity, trustworthy
  • Alignment with organizations or groups whose mission is to serve others
  • Clear and effective communication in person or over the phone
  • Desire to know details and leave no stone unturned when gathering information
  • Systematic in your approach; you weigh the pros and cons and prioritize as a strategy
  • Task-driven and have the ability to get things done quickly
  • Organized and detail-oriented; able to find and access information when needed
  • Process-driven and can follow a system to complete projects on schedule
  • Proficient with Microsoft Office Suite including Excel, Word, & PowerPoint
  • Ability to use technology and outside resources to finish projects quickly

Key Responsibilities:

  • Organize, manage and track multiple detailed tasks and assignments that move the business forward
  • Provide administrative support to the COO/CFO, including (but not limited to) managing calendars, scheduling client visits, and organizing priorities
  • Arrange and coordinate travel plans, such as booking flights, accommodations, and transportation.
  • Assist with special projects and initiatives as needed to move the business forward
  • Assist with accounting related tasks, such as billing, reconciliation, and reporting
  • Handle sensitive information with the utmost discretion and maintain confidentiality at all times.
  • Build and maintain positive relationships with clients, prospects, and team

Salary:

  • $80K-$100K BOE

Benefits:

  • Paid Time Off (PTO): 10 Days per calendar year
  • Pay Increases: Increased pay and inflation adjustments annually is possible
  • Holidays: Regular full-time employees are entitled to 10 paid holidays each year with extended time around Thanksgiving and Christmas
  • Health Bene ts: Health plan is available
  • Retirement: 3% contribution to 401k
  • Fringe Bene ts: Lunch catered out each day at the office

Hours:

  • Monday-Friday, 9am-5pm (In office)

Presented by Advisor Employee Services Thank you for your interest in the Paraplanner role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided . We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today