Financial Executive Assistant

Responsibilities:
- Provide high-level administrative support to executive
- Manage calendars, schedule appointments, and coordinate meetings
- Prepare and organize documents, reports, and presentations
- Conduct research and gather information for various projects
- Handle sensitive and confidential information with discretion
- Perform data entry and maintain accurate records
- Coordinate office management tasks such as supplies, equipment, and maintenance
- Answer phone calls, take messages, and direct inquiries to the appropriate person or department
- Provide excellent customer service to internal and external stakeholders

Skills:
- Proficient in using Office Suite of software

-Experience using Wealthbox or other CRM a plus
- Strong data entry skills with attention to detail and accuracy
- Experience in calendar management and scheduling appointments
- Knowledge of office management procedures and basic accounting principles
- Familiarity with phone systems and professional phone etiquette
- Computer literacy with the ability to learn new software quickly
- Experience with QuickBooks or other accounting software is a plus

Your organizational skills, attention to detail, and ability to handle confidential information will be essential in this role. If you are a proactive problem solver with excellent communication skills, we would love to hear from you. Join our team and contribute to our success as we continue to grow.

Job Type: Full-time

Pay: $22.00 - $28.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift

Education:

• Associate (Preferred)

Experience:

• Office management - Executive Assistant: 3 years (Required)

Ability to Commute:

• Bardstown, KY 40004 (Required)

Ability to Relocate:

• Bardstown, KY 40004: Relocate before starting work (Required)

Work Location: In person