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Administrative Executive

2 months ago

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Position: Administrative Executive

About the Company: Kanter & Associates, PA, CPAs., dba Kanter Consulting Group is a premier Financial Planning Agency dedicated to providing exceptional planning services within the industry.

Job Overview

The Administrative Executive plays a crucial role in supporting the team to ensure the achievement of business objectives.

  • Regularly assess business goals to track progress and maintain focus.
  • Assist colleagues in realigning their efforts to meet targets.
  • Identify areas with excessive administrative burdens and provide necessary assistance.
  • Develop strategies for underperforming team members and present these to management.
  • Spot skill deficiencies in team members and recommend appropriate training opportunities.

Organizational Support Duties:

  • Encourage a positive work environment by reinforcing goal-oriented behaviors.
  • Act as a liaison between the team and leadership to foster harmonious relationships.
  • Report significant employee interactions that impact business objectives to management.
  • Assist in the documentation and updating of operational procedures.
  • Ensure high-quality service delivery for clients and internal processes.
  • Oversee adherence to confidentiality and communication protocols.
  • Support leadership with daily administrative responsibilities.
  • Prepare weekly reports on business objectives for both the team and management.

Qualifications:

  • Expertise in managing calendars for leadership.
  • Willingness to engage in learning and development through coaching.
  • Strong analytical and problem-solving abilities.
  • Commitment to ongoing personal and professional growth.
  • Proficient in Microsoft Excel and Word.
  • Possess a Life, Health, and Variable Annuity License 2-15.

This position offers a pathway to advance to an Executive Management role within a year and a half.

Additional Information and Benefits:

  • Flexible work schedule with a combination of in-office and remote work.
  • Standard working hours are Monday to Friday.
  • Bi-monthly pay schedule.
  • Paid holidays in accordance with office closure.
  • Initial learning period to assess mutual fit.

Post 60-day benefits include:

  • Significant coverage of personal health insurance costs.
  • Disability insurance options.
  • Dental and vision coverage.
  • Annual education allowance for professional development.
  • Paid sick days after the probationary period.
  • Accrual of paid personal days annually.

After the first year, additional benefits include:

  • Eligibility for a retirement plan with matching contributions.