Quantum Financial Advisors · 1 week ago
Executive Assistant
DC-Baltimore Area
Full-time
Onsite
Mid LevelQuantum Financial Advisors (QFA) is a full-service financial firm dedicated to fostering long-term financial success for its clients through personalized guidance and expertise. The Executive Assistant will provide comprehensive support to high-level executives, including managing schedules, preparing expense reports, coordinating meetings, and ensuring smooth daily operations.
AdviceFinancial ServicesRetirementRisk ManagementWealth Management
Responsibilities
Provide comprehensive support to high-level executives
Manage schedules
Prepare expense reports
Coordinate meetings
Ensure smooth daily operations
Qualification
Required
Proficiency in Executive Administrative Assistance and Administrative Assistance to support executives with their daily tasks and schedules
Experience in preparing and managing accurate Expense Reports
Strong skills in Executive Support, including meeting coordination and travel arrangements
Exceptional Communication skills, both written and verbal
High attention to detail and the ability to maintain confidentiality
Proficiency in Microsoft Office Suite and other relevant software
Ability to prioritize tasks effectively and meet deadlines in a fast-paced environment
Preferred
Bachelor's degree or equivalent experience
Company
Quantum Financial Advisors
Quantum Financial Advisors provides financial planning, investment management, retirement planning, risk and wealth management services.
Founded in 1996
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Joseph Rinaldi, Financial Advisor
President, CFO & CIO
Recent News
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