Executive Support Specialist

6 days ago


Richmond Heights, Virginia, United States Stepwise Financial Inc. Full time

We are dedicated to providing investment management and strategic wealth planning that is right for our clients, since 2007.

As a firm, our focus is to understand our clients' goals and develop a plan to reach them.

We present an analysis and discuss our recommendations after reviewing our clients' goals and concerns for retirement.

Together, we implement the recommendations and monitor your progress.

A Strong Planning Process: A strong planning process is the best way to create a sustainable and sound plan.

It is crucial to create the right financial plan that seeks to protect our clients' needs now and in the future.

Our Team: At Stepwise Financial Inc., you'll be part of a supportive and dynamic team, in an environment that encourages growth and development.

We value our employees and strive to create a workplace where your contributions are recognized and celebrated.

Requirements:

  • Proven track record as an Administrative Assistant, Office Administrator, or similar role.
  • Ability to learn new software and innovative technology.
  • Familiarity with office management tools and procedures.
  • Proficiency in MS Office suite, particularly Outlook.
  • Exceptional time management and prioritization abilities.
  • Keen attention to detail paired with strong problem-solving skills.
  • Outstanding written and verbal communication talents.
  • Solid organizational capacity, including the aptitude for multitasking.

Estimated Salary: $55,000 - $70,000 per year, depending on experience.



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