Virtual Executive Administrative Assistant

Job Description

NOTE: We are looking for someone overqualified for this opening. If you want your cover letter to stand out, say something about your vast experience in the past as an Executive Administrative Assistant.

The Administrative Assistant will assist with general office duties and with the tracking coordinating of projects for our Insurance Services Team. This is a fast-paced position requiring a pleasant, helpful demeanor, attention to detail, excellent communication skills and the ability to communicate effectively with all levels of the organization.

This is a remote position
Benefits

Paid Time Off (PTO)

Responsibilities

Key responsibilities;

• The successful candidate will be the personal assistant to Advisors.
• Role requires that tasks, transactions, and paperwork are carried out according to processes and in a timely manner.
• Assistant will be managing client files as well as ensuring that all tasks are addressed accurately and efficiently.
• Work in partnership to assist in administrative support of existing and future clients.
• Open and distribute incoming regular and electronic mail and other material and coordinate the flow of information internally and with other departments and organizations
• Schedule and confirm appointments and meetings of employer
• Order office supplies and maintain inventory
• Answer telephone and electronic enquiries and relay telephone calls and messages

Requirements

Skills and experience;

• Knowledge of Mutual Fund industry is preferred but not mandatory. Mutual Fund license required within one year.
• Experience working in a team environment.
• Experience working in an administration role.
• High accuracy and good time management skills..