Executive Support Specialist

1 week ago


Lisle, Illinois, United States Vantage Point Financial Full time
Job Title: Executive Support Specialist

The Executive Support Specialist is a key asset to our Partners at Vantage Point Financial, anticipating high-level needs and working independently to support the vision and strategy. This role requires an intuitive individual who can ensure administrative tasks and projects are handled efficiently, confidentially, accurately, and positively.

Responsibilities:
  • Meeting Management: thorough preparation and follow-up through agendas, note-taking, and distribution of action items
  • Communication: represent the Partners internally and externally, manage email inbox, and correspond on their behalf
  • Calendar and Schedule Management: handle complex scheduling for both personal and professional commitments, follow up on meeting action items, and ensure timely completion
  • Administrative Tasks: manage various duties such as booking appointments, conducting research, handling personal requests, and email management, prepare and edit correspondence, reports, presentations, and other documents

Salary: $55,000 - $65,000 yearly

About Us: Vantage Point Financial, LLC is a fast-growing holistic financial planning firm providing comprehensive financial planning services to create individualized plans that work for clients at every stage of life. We are looking for hard-working candidates with a passion for financial planning and who genuinely enjoy making a difference in people's lives.

Benefits:
  • Competitive salary and performance-based incentives
  • Comprehensive health and dental insurance coverage
  • Generous retirement savings plan with employer contributions
  • Continuing education and professional development opportunities
  • Access to cutting-edge financial planning tools and technology platforms
  • Opportunities for career advancement and progression within the organization


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