Experienced professional for growing financial firm needed. 10+ years experience as an Executive Assistant. The ideal candidate will provide top-level assistance for high level executive. Comfortable in a fast-paced environment and able to prioritize, shift focus and manage multiple projects and assignments daily to protect and support the executive's time. They should be well-organized and be comfortable interacting with clients, scheduling meetings and responding to emails on the executive's behalf. This individual should be able to draft documents and help the executive with any necessary meeting preparation, advanced planning and coordinating all details surrounding the executive's calendar.
Responsibilities
Calendar management for executives
Aid executive in preparing for meetings
Responding to emails and document requests on behalf of executives
Draft slides, meeting notes and documents for executives
Utilize CRM to save data and keep notes updated on existing clients and prospects
Arrange travel as needed
Qualifications
Bachelor's degree or equivalent experience
Proficient in Microsoft Office suite
Salesforce or CRM experience
Experience in managing multiple priorities, administrative coordination, and logistics
Well-organized, detail-oriented, ability to multi-task with great follow-up skills