Executive Assistant in Financial Industry - Full-time / Part-time

Executive Assistant with experience in the Financial Industry needed!!!

Monday - Friday, 8 AM - 5 PM

Pay $24+ DOE

Temp to Hire or Direct Hire for the right person

SUMMARY OF POSITION

his person plays a critical role in the functioning of our firm. This person ensures that all Partners needs are met on a daily basis, handled in a timely, accurate, and professional manner.

JOB DUTIES & RESPONSIBILITIES

• Travel coordination
• Scheduling for C-Level Executives, client meetings, vendor meetings and more
• Payroll/HR experience
• Accounting coordination
• Screening Partners email and messages
• Prioritization, attention to detail, organizational skills a MUST
• Handle miscellaneous operational activities.
• Develop and maintain written systems of all activities.
• Perform other duties as assigned.

Job Requirements

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED

· Excellent attitude and an extraordinary client service orientation.

· A strong focus on getting the details right.

· Excellent organizational and time management skills.

· An ability to handle multiple tasks within tight time frames.

· Proficiency with Microsoft Office Suite, especially Outlook, Word & Excel.

Strong verbal, written, presentation and interpersonal communication skills

Helpful:

· Previous financial planning or investment industry experience.

· Interest in and knowledge of financial markets and investment securities

· College degree

FINRA Series 7 or 6, 63/65 combination or 66