Executive Assistant Office Manager

We are looking for a high-level, concierge-minded Executive Assistant to be a key role in our boutique wealth management firm. This person must possess excellent client service skills, be comfortable engaging with clients as well as a problem solver. Some responsibilities of this role include:

• Provide high-level administrative support to advisors and staff.
• Manage executive calendars and schedule appointments.
• Coordinate and arrange meetings, conferences, and travel arrangements.
• Assist with client experience including onboarding, paperwork, and presentations.
• Utilize CRM to oversee contacts and workflow.
• Handle confidential information with discretion and maintain strict confidentiality.
• Manage website content and create social media strategies.
• Serve as first point of contact, be professional and courteous on the phone and in-person.
• Ensure office efficiency, overseeing supplies, equipment, and overall organization.
• Oversee office technology and manage vendor relationships.
• Conduct research and compile data for various projects.
• Work collaboratively with co-workers.

Requirements

• Associate degree or equivalent required.
• Minimum of five years of proven experience as an Executive Assistant or similar role.
• Proficient in office management software (e.g., Microsoft Office Suite).
• Knowledge and experience with social media platforms.
• Experience in calendar management and scheduling.
• Excellent organizational and time management skills.
• Strong data entry skills with attention to detail.
• Familiarity with Outlook Calendar and phone systems.
• Professional demeanor with excellent communication skills.
• Ability to multitask and prioritize tasks effectively.

Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time.