Personal/Executive Assistant

In this professional capacity, you will assume responsibility for and be expected to execute the following duties, among others:

• Perform general organizational tasks, including developing, organizing, and maintaining the office filing system.
• Handle incoming mail, faxes, emails, and other correspondence by opening, sorting, reviewing, distributing, and organizing them.
• Execute personal errands for the CEO as required.
• Serve as the primary point of contact between the CEO, clients, agents, and external partners.
• Manage information flow accurately and in a timely manner.
• Coordinate the CEO's calendar and arrange meetings.
• Provide support at Business Presentation Meetings and company events.
• Develop and demonstrate proficiency in writing, reviewing, and utilizing tools such as PowerPoint presentations, Google Docs, Google Sheets, in-house tax software, and insurance carriers' back-office platforms.
• Prepare and dispatch invoices and related reports.
• Act as an office manager by maintaining office supply inventory and ordering supplies when necessary.
• Format information for both internal and external communication channels, including memos, emails, presentations, CRM, and social media platforms.
• Take meeting minutes during agent meetings and record client Personal Financial Consultation (PFC) or financial information during client meetings.
• Generate various documents, including general statements, reports, memos, invoices, letters, and other necessary paperwork.
• Manage incoming calls, route them to the appropriate person, or take messages as required.
• Assist in researching and compiling data to prepare documents for review and presentation by the CEO and managers, aiding in meeting preparation.
• Greet visitors and determine whether they should meet with the CEO or other managers.
• Arrange travel accommodation for the CEO.
• Provide general administrative support as needed.