Business Operations Specialist
3 weeks ago
We are seeking a highly organized and self-sufficient Executive Assistant to support our fast-paced business owner. As a key member of our team, you will play a crucial role in assisting us in our mission of helping clients achieve their financial goals.
Responsibilities
- Schedule client meetings and appointments
- Answer phones and greet clients at the front door
- Coordinate firm events and activities
- Order office supplies and manage inventory
- Research and prepare reports and presentations
- Keep databases up to date and accurate
- Schedule team events and meetings
- Maintain confidential information and follow through on outstanding projects
- Learn the CSA roles and responsibilities
Requirements
- Associates Degree
- 2+ years of Executive Assistant experience in a busy office
- Intermediate to advanced skills with MS Office Suite
- Advanced Skills calendaring
- Experience with CRM systems
What We Offer
- Flexible paid time off
- Group health insurance plan
- We pay 100% of employees only dental and vision insurance and the majority of your employee only health insurance
- Health Savings Account (HSA)
- Free onsite gym
- Support to charities financially and with flexible paid time-off to volunteer
- Free access to parking garage on-site
- Help with obtaining your license and certification
Working Hours
- Monday - Friday: 8:00 am - 5:00 pm
About Us
- We are a faith-centric team with weekly prayer time and access to firm chaplain
Apply Today
- Please take a moment to explore our website and the services provided
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