Executive Assistant

The Executive Assistant is responsible for providing administrative support to the organization's executives. The key responsibilities of an Executive Assistant may include:

1. Identifying opportunities for process and office management improvements and designing and implementing new systems.
2. Professionally greeting visitors and providing them with the necessary information.
3. Answering phone calls and directing callers to the appropriate party.
4. Processing, sorting, and routing incoming and outgoing mail to compliant standards.
5. Coordinating executive travel arrangements, including flights, hotels, and ground transportation.
6. Monitoring and managing inventory of office supplies; ordering and distributing office supplies as necessary.
7. Scheduling appointments and meetings.
8. Maintaining client and prospect business flow and pipeline, including tracking, managing all client and account maintenance next steps, and updating and sorting files accurately.
9. Ensuring all vendor and disclosure materials are up-to-date and compliant.
10. Handling meeting prep for advisors, including paperwork and set-up of the conference room.
11. Coordinates CEO calendar and social media.  Assists CEO in having a home-life balance.
12. Works closely with CEO to review and triage emails, texts, social media messages, etc.
13. Aides CEO in non-profit work.
14. Performing administrative support tasks, including drafting and proofreading correspondence, conducting research, and creating reports.

In summary, the Executive Assistant is critical in ensuring the smooth operation of an organization's administrative functions and supporting the executive team in their day-to-day activities. The position requires a high level of organizational skills, attention to detail, and the ability to work independently.