Job Description

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
• Strong written and verbal communication skills

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