Executive Assistant (Financial Services Industry) jobs in United States
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The Mom Project · 2 weeks ago

Executive Assistant (Financial Services Industry)

positionSan Mateo, CA
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$65K/yr - $75K/yr

The Mom Project is dedicated to supporting clients in the financial services industry, and they are seeking a proactive Executive Assistant to join their team. This role involves providing crucial support to Fiduciaries and managing various operational tasks while fostering a collaborative work environment.

Career PlanningCommunitiesHuman ResourcesMarketplaceRecruitingWomen's

Responsibilities

Manage tasks for clients and ability to take control and get it done
Marshal Assets, develop an understanding of all assets within a client
Organize Client Information and ensure proper safeguards are in place and appropriate
Ability to track time and describe tasks in an efficient and professional manner
Provide general administrative support to the executive team as needed
Generate a CRM for the company

Qualification

Office operations experienceOrganizational skillsCommunication skillsMS Office proficiencyCRM experienceAttention to detailTime managementConfidentialityAdaptabilityTeam collaboration

Required

Proven experience in office or personal operations
Strong organizational and time management skills
Excellent verbal and written communication abilities
Proficiency in MS Office suite and HR software applications
Ability to maintain confidentiality and handle sensitive information with tact
Detail-oriented with a focus on accuracy and thoroughness
Flexible and adaptable with a positive attitude
Ability to work independently and collaboratively in a fast-paced environment

Preferred

Experience with CRM - Project management and the ability to assist in building one is a huge plus

Benefits

Comprehensive health, dental, and vision insurance plans
Retirement savings plan with company contribution, life insurance policy
Paid time off and holiday shopping
Professional development opportunities

Company

The Mom Project

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The Mom Project is a digital talent marketplace helping women remain active in the workforce.
dateFounded in 2016
location
Chicago, Illinois, USA
people-size51-200 employees
web-link
http://www.themomproject.com

Funding

Current Stage
Growth Stage
Total Funding
$115.6M
Key Investors
Leeds Illuminate7GC & CoAtlanta Seed Company
2021-10-06Series C· $80M
2020-07-01Series B· $25M
2018-12-17Series A· $8M

Leadership Team

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Allison Robinson
Founder
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Recent News

LinkedIn
The Mom Project on LinkedIn: #themomproject #innovatehiring #futureofwork | 10 comments
2024-05-20
LinkedIn
The Mom Project on LinkedIn: #dynamicworkforce #hiring #themomproject #empowermentatwork
2024-05-20
LinkedIn
How to take care of your mental health this #mentalhealthmonth | The Mom Project posted on the topic
2024-05-20
Company data provided by crunchbase