Administrative Partner
1 week ago
Estimated Salary: $58,000 - $68,000 yearly
About Our Company:
Vantage Point Financial, LLC is a holistic financial planning firm focused on creating personalized financial plans for clients at every stage of life.
We're seeking a highly skilled Administrative Partner to support our Partners in achieving their goals.
This role offers opportunities for career growth and professional development within the organization.
Job Responsibilities:
The Administrative Partner will manage day-to-day administrative tasks, including meeting management, communication, calendar and schedule management, and travel arrangements.
This role also involves coordinating company events, maintaining relationships with clients and partners, and utilizing office software tools efficiently.
The ideal candidate will have excellent communication and organizational skills, be able to work independently, and meet deadlines.
- Key Responsibilities:
- Meeting Management: Thorough preparation, follow-up, and distribution of action items
- Communication: Representing Partners internally and externally, managing email inbox, and corresponding on their behalf
- Calendar and Schedule Management: Handling complex scheduling, following up on meeting action items, and ensuring timely completion
- Administrative Tasks: Managing administrative duties, preparing documents, and conducting research
- Travel Arrangements: Booking flights, accommodations, and transportation, and preparing detailed travel itineraries
- Project Management: Assisting in project planning and execution, monitoring progress, and providing updates
- Brand Integrity: Ensuring consistent communication practices that align with brand values and guidelines
- Relationship Management: Building and maintaining relationships with key clients, partners, and team members
- Event Planning: Organizing company events, conferences, and social functions
- Technology Utilization: Utilizing office software tools efficiently and being open to learning new technologies
Requirements:
- Excellent communication, time management, interpersonal, and organizational skills
- 2+ years of experience in a personal assistant or executive assistant role
- Ability to meet deadlines and handle confidential information
- Bachelor's degree preferred or equivalent experience
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