Responsibilities:
- Provide high-level administrative support to executives and senior management must have strong administrative skills with exceptional attention to detail.
- Manage calendars, schedule appointments, and coordinate meetings
- Prepare and transcribe documents, correspondence, and reports
- Assist with project coordination and follow-up on action items
- Perform data entry and maintain accurate records
- Utilize DocuSign or similar software for electronic document management
- Serve as a liaison between executives and internal/external stakeholders
- Must have a polished and professional demeanor with excellent communication skills. Knowledge of proper phone etiquette and professional communication standards.
- Greet Clients and visitors, provide assistance at the front desk as needed.
- Act as a personal assistant to executives, handling various tasks as assigned. Experience in handling confidential and private information.
Skills:
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
- Strong organizational skills with the ability to prioritize tasks effectively
- Excellent written and verbal communication skills
- Attention to detail and accuracy in all work performed
- Familiarity with project management principles and tools
- Experience with data entry and maintaining databases or records systems
- Knowledge of electronic signature platforms such as DocuSign
- Familiarity with phone systems and handling incoming calls professionally
If you meet the qualifications outlined above and are looking to join a dynamic, established and growing company in the wealth management sector, we encourage you to apply for the position. Please submit your resume and cover letter detailing your relevant experience and skills. We look forward to reviewing your application.
Job Type: Full-time
Pay: $23.00 - $29.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Tuition reimbursement
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Ability to Relocate:
- Dayton, OH 45440: Relocate before starting work (Required)
Work Location: In person