Executive Office Coordinator

4 weeks ago


St Petersburg, Florida, United States Dynasty Financial Partners, LLC Full time
Job Title: Executive Office Coordinator

At Dynasty Financial Partners, LLC, we are seeking a highly organized and detail-oriented Executive Office Coordinator to join our team. As an Executive Office Coordinator, you will provide administrative support to our Sales Team, ensuring the smooth operation of our day-to-day activities.

Key Responsibilities:
  • Manage the executive calendar, scheduling meetings and appointments for our Sales Team Executives.
  • Coordinate travel arrangements, accommodations, and expense reports for our Sales Team Executives.
  • Prepare and circulate meeting materials, including agendas, reports, and slide decks.
  • Develop proficiency in our internal CRM (Salesforce) and champion its adoption across the Sales Team.
  • Provide event support for local client and Dynasty events, including printing, shipping, and set up.
Requirements:
  • Relevant experience as an Administrative/Executive Assistant.
  • Highly organized with strong attention to detail.
  • Proficiency in Outlook, MS Word, and MS Excel, with Salesforce experience a plus.
  • Professionalism, diplomacy, and ability to work with various stakeholders and styles.
  • Strong organizational and time management skills, including ability to manage competing priorities.
  • Strong verbal and written communication skills and professional phone manner.
  • Ability to meet strict deadlines and adapt to shifting priorities.
  • Internally driven, ethical self-starter with good judgment and comfort working in uncertainty.
  • Curiosity and desire to grow in the financial services industry.
  • Confidentiality and discretion a must.

We offer a competitive compensation package, including health insurance, dental insurance, vision insurance, retirement plan 401(k), 401(k) matching, paid time off, FSA/HSA benefits plans, disability benefits, voluntary life insurance, and basic life insurance.

Dynasty Financial Partners, LLC is an equal employment opportunity employer and welcomes applications from diverse candidates.



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