Executive Assistant

icon briefcase Job Type : Full Time

Number of Applicants

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Job Description - Executive Assistant

The ideal candidate will provide top-level assistance for financial advisors. They should be well-organized and be comfortable scheduling meetings and responding to emails on the advisors behalf. Lastly, this individual should be able to draft documents and help the advisor with any necessary meeting preparations.
Responsibilities
Calendar management
Aid advisor in preparing for meetings
Responding to emails and document requests on behalf of advisors
Draft slides, meeting notes and documents for advisors
Qualifications
Bachelor's degree or equivalent experience
Proficient in Microsoft Office suite
Experience in managing multiple priorities, administrative coordination, and logistics
Well-organized, detail-oriented, ability to multi-task with great follow-up skills
Strong written and verbal communication skills

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