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Exceptional Admins · 3 weeks ago

Executive Assistant - Financial Services - Denver/Boulder

Boulder, CO, United States

Full-time

Onsite

Mid Level

$80K/yr - $105K/yr

Exceptional Admins is a boutique company focused on placing career-minded professionals with growth-minded employers. They are seeking an Executive Assistant to provide high-level administrative support to executives in the Financial Services industry, requiring strong organizational skills and the ability to manage multiple priorities effectively.

Human ResourcesRecruitingStaffing Agency

Responsibilities

Provide administrative support to the Managing Partner (60%) and Tax Partner (40%)

Heavy calendar management for two of the executives

Assist with correspondence: email, notes, and memos (inbox access to MP; future TP)

Develop deep understanding to support prioritization

Work closely with the executives, supporting meeting activities pre and post:

Meeting coordination which includes interacting with team and high volume of clients, both new and prospective

Support and own follow up tasks

Track client movement

Act as hospitality partner helping with relationship and employee needs

Help with engagement letter process and activities

Become a highly informed partner knowing all deadlines and tasks to proactively forecast the needs of the executive and company; plus recommend and act to resolve any challenges

Help with Board (some volunteer and business) meeting activities (MP)

Support with networking group events

Orchestrate all hosted meetings including ordering meals, A/V set up, meeting and greeting

Coordinate travel accommodations and logistics; for both Partners (infrequent)

Maintain and track expense reporting and reimbursements in partnership with accounting

Presentation resource management; help source content (from team and via research)

Support ELT activities

Track internal and external contacts, maintain contact database

Help executive with company culture initiatives

Help coordinate company Town Hall meetings

Occasionally handle personal tasks (no errands)

Add personal activities to calendar for both (communicating with family members)

Qualification

Microsoft Office 360Calendar managementMicrosoft TeamsFinance backgroundVerbal communicationWritten communicationProblem-solvingOrganizational skillsSelf-starterAdaptability

Required

Prior experience where your tool box is applicable to 75% of the needs outlined in the role

Proficient with Microsoft Office 360 + SharePoint (Outlook+, Excel+, PowerPoint+)

Comfortable using Microsoft Teams

Has a finance background, a plus

Professional demeanor with excellent verbal and written communication skills

Self-starter and forward thinker

Ability to work independently with little supervision

Nimble, adaptable, and entrepreneurial mindset, a big plus

Benefits

401(K): Company provides 100% match, up to 3%, then 50% of the next 2%, totaling a maximum of 4% for one year tenure employees.

Unlimited paid time off.

10 annual holidays: New Year’s Day, Martin Luther King Jr. Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, the Friday after Thanksgiving, Christmas Eve, Christmas Day, New Year’s Eve.

Health Insurance, employees are 100% covered by Company. Eligibility begins 1st of the month, following start date.

Elective Insurance: Dental, vision, accident, critical illness, and short-term disability insurances. Life/AD&D and Long-Term Disability. Health Savings Account for employees choosing the High-Deductible Health Plan employee and employer contributions.

Company provides $75/month Thrive Pass. Wellness Savings Account, employer contribution.

Company covers parking cost ($225/month parking, cost varies, but it’ll be covered). Paid parking & RTD Eco Pass.

Fully stocked kitchen with healthy snacking options, events, and activities.