Executive Assistant To Ceo

Company Overview

WealthWise Financial is a wealth management and financial planning firm which specializes in working with business owners, key executives and female investors. Our core services include fee-based wealth management, in-depth financial planning and corporate retirement plan consulting. We add value to corporate and individual clients in twenty-six states with offices in Irvine, CA and Dallas, TX. We are a fast-paced organization with aggressive growth goals, including organic and inorganic growth. Our corporate culture supports career growth and is family-oriented, while working hard to deliver exceptional service to our clients. Our CEO is a thought-leader in the wealth management industry, and as such, is a frequent guest on various media outlets such as CNBC, Bloomberg, Yahoo Finance and Reuters.

Position Overview

The Executive Assistant ensures that the office of the CEO operates in an efficient and effective manner by supporting heavy and ever-changing calendar management, receiving high volume phone calls, scheduling client and vendor meetings, processing client paperwork, ordering office supplies, supporting event planning and managing office needs.

The Executive Assistant must possess exceptional verbal and written communication skills, tact and diplomacy, and above average time management skills. The nature of the assignments and information shared may be highly confidential and sensitive in nature thereby requiring considerable independent good judgment. This administrative position with WealthWise Financial requires a very professional, energetic, self-starter who wants to contribute to a fast-paced, high-growth organization.

Areas of Responsibility

· Coordinate all activities for the CEO.

· Reception desk, answering calls and greeting clients.

· Screen calls, visitors, emails to effectively prioritize workflow for the CEO.

· Provides assistance in the day-to-day processing of client paperwork and transaction processing. This includes checking paperwork for completeness and accuracy and depositing and recording checks received.

· Schedule and maintain CEO's calendar for meetings, conference calls, media appearances, and other events.

· Independently researches, prioritizes, and follow up on multiple incoming issues and concerns addressed to the CEO, including those of a sensitive and/or confidential nature; determines the appropriate course of action, and/or response.

· Manages communication flow from CEO to internal and external parties.

· Collaborate with team members to create smooth work flow and meet deadlines.

· Organizes and maintains required compliance files.

· Researches information, resolves any outstanding client, transaction or paperwork issues

· Represents and manages (on behalf of the CEO) key external relationships with regard to clients, vendors, partners and other business associates.

· Provides administrative support, including assistance in composing and editing routine and advanced correspondence including letters, presentations, memoranda, and reports.

· Client care responsibilities including sending cards, making calls and managing the calendar

· Manages all incoming mail

· Collecting all financial data needed for bookkeeper

· Coordinates schedule for non-profit and board meetings

· Ordering office supplies and keeping kitchen in order.

· Performs other duties as well as special projects.

Education & Experience Requirements

· Bachelor's degree

Knowledge, Skill and Ability Requirements

· A high level of professionalism and an appreciation for the confidentiality and sensitivity of information received and handled.

· Knowledge of general office procedures

· High level of proficiency with all MS Office applications including: Word, Excel and Outlook, and comfortable with CRM’s. Must have the ability to navigate easily through Internet-based systems.

· Proven ability to remain flexible in the work environment and manage multiple priorities under time constraints in a fast-paced environment, with an attention to detail.

· Ability to solve practical problems and deal with a variety of variables.

· Ability to exchange information clearly and concisely and to effectively present ideas, report facts and other information.

· A high level of professionalism and an appreciation for the confidentiality and sensitivity of information received and handled.

· Ability to effectively research topics and analyze information as needed.

· Strong organization, planning, analytical and problem-solving skills with the ability to apply these skills in a fast-paced environment.

· Ability to effectively prioritize time-sensitive material in an effective manner.

· Excellent oral and written communication skills with the ability to independently compose correspondence on behalf of the CEO.

· Excellent interpersonal skills in order to relate well to all levels within the organization.

· Ability to to anticipate and predict the needs of the CEO.

· Ability to work under high demands and expectations

· Ability to be pro-active and detail-oriented: must work successfully under pressure and handle all situations with the highest degree of professionalism.

· Excellent interpersonal skills in order to relate well to clients and prospects.

What We Offer:

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, a potential for career growth, and a great working environment. This is your chance to play a key role in the continued success of our company.

For more information about our company, please visit our website: www.wealthwisefinancial.com

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Ability to Commute:

• Dallas, TX 75225 (Required)

Ability to Relocate:

• Dallas, TX 75225: Relocate before starting work (Preferred)

Work Location: In person