We have a team of talented professionals with a culture of excellence and an appreciation and respect for each other and the clients we serve. Will be supporting 4 Managing Directors.
Will be providing support for day-to-day Executive Admin duties of heavy calendaring and event planning. This position is a key ambassador for the company both internally and externally.
Essential Functions: • Manage all calendar activities, scheduling and provide general administrative support. • Complete diary debriefs and follow up on associated tasks. • Coordinate travel arrangements and complete expense reports • Manage email/telephone correspondence with Clients, Prospects and Centers of Influence (COI's) • Input data for prospect/client activities in the CRM (Smart Office) system and complete research that assist marketing efforts. • Assist with various administrative duties related to committee or board involvement. • Assist with marketing or internal events as needed. • Handle various office management tasks. • Assist with special projects and miscellaneous duties as assigned.
Qualifications • Computer skills including a strong proficiency in Microsoft Office, Excel, Adobe as well as proficiency in Microsoft Teams and Zoom meetings • Experience with CRM software and Docusign preferred • Bachelor's degree- a must! • Demonstrated excellence in verbal and written communication, including proof reading • High attention to detail an accuracy • Ability to organize, prioritize and manage tasks and deadlines in a fast paced environment • Strong interpersonal and business etiquette skills. • Strong follow through and the ability to set and meet deadlines. • Strong proficiency in technology, the ability to learn new software and problem solve quickly.
3+ years minimum Financial Services experience a must.
Benefits Package
Competitive Pay Range, Bonus (lucrative) based on company profitability, 401(k) Retirement Program and Match, Tuition Reimbursement for industry related courses, Certification and License Sponsorship, Career Training and Development
Health and Wellness Benefits: Medical Insurance, TeleHealth, On-site Medical Care, Health Savings Account (HSA), Dental Insurance, Employee Assistance Program (EAP), Life and Disability Insurance, Free Indoor parking, Paid Time Off, Flexible work schedules, Free Fitness Center in Building and Company Social Events.
LOCAL CANDIDATES ONLY, WORK LIFE BALANCE AND GROWTH!