Creative Financial Staffing | Executive Assistant CO | westminster, co
5 days ago
Executive Assistant
CFS has been retained by a close-knit organization that is searching for a strong executive assistant that has prior financial services experience and can work with 4 executives within the organization.
About the organization:
- Great work life balance
- Possible bonus based on branch performance
- Medical and dental insurance
- 401k with match
Executive assistant duties:
- Face of the office - great clients and answer phones
- Manage schedules for 4 executives
- Work with setting up clients in the system
- Office and administrative tasks
Executive assistant qualifications:
- College courses or degree preferred
- Prior knowledge in wealth management/financial services
- Prior executive assistant knowledge
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