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Form of workExecutive Assistant
Are you a self-starting, self-sufficient, highly organized individual looking for an opportunity to have a key role in supporting a fast-paced business owner? Do you have excellent communication skills and the ability to plan, schedule, and organize a calendar? Our established financial services firm, SimplePath Retirement, in Palm Harbor, FL is looking for an Executive Assistant to be the right-hand employee to the Chief Advisor. If you are looking for an opportunity to take the initiative to make a difference within the office, please apply today!
Minimum Requirements:
- Associates Degree
- 3+ years of Executive Assistant experience in a busy office
- Intermediate to advanced skills with MS Office Suite
- Proficient with Apple computers
- Advanced Skills calendaring
- Experience with CRM systems
This position requires that you possess the following skills:
- Ability to prioritize projects and manage time
- Provide outstanding customer service
- Excellent communication – both verbal and written
- Good-natured, positive attitude
- Excellent calendar management skills
- Self-directed initiative
- A desire for continuous learning
- Detail oriented with a sharp eye for accuracy
- Ability to adhere to complex regulatory and compliance requirements
Responsibilities:
Assisting the Financial Advisor in managing the firm wide offices to exceed expectations including:
- Answer phones and greet clients in a friendly, positive, and warm manner
- Create a Ritz Carlton experience with all visitors & interactions
- Build and improve upon client relationships
- Managing Advisor’s calendar and email continuously throughout the day
- Ensure Chief Advisor is organized and prepared for all team and client meetings
- Assist with managing vendors and 3rd party relations for Advisor
- Book all travel arrangements
- Keep database up to date and accurate
- Maintain office filing system, both paper and electronic
- Schedule team meetings
- Prep advisor for speaking engagements & media appearances
- Maintain confidential information
- Maintain advisors’ personal calendar and projects
- Follow through on any outstanding projects
- Various industry specific tasks
- Personal errands for the advisor
Salary:
- $60,000 - $80,000/year BOE plus Bonus’
Benefits:
- Medical
- Dental
- Vision
- 401(k) with 3% auto contribution
- Generous PTO
- Clothing allowance
- Paid training and awards
- Staff incentive trips
- Fun events
Hours:
- Monday – Friday: 8:30am – 5:00pm
- 2-3 evenings/year for client events
Presented by Advisor Employee Services Thank you for your interest in the Executive Assistant role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
