49 Financial · 2 days ago
Executive Assistant
Charlotte, NC
Full-time
Onsite
Mid Level49 Financial is an SEC-registered investment adviser dedicated to taking a holistic and client-centered approach to financial planning. The Executive Assistant will manage administrative tasks, facilitate communication, support leadership, and organize key events to ensure the office runs efficiently.
Financial Services
Hiring Manager
RJ Drucker
Responsibilities
Manage administrative tasks, including scheduling meetings, managing calendars, coordinating travel arrangements, and preparing documentation
Facilitating communication
Supporting leadership
Organizing key events to ensure the office runs efficiently
Acting as a vital partner to the executive team, maintaining professionalism, confidentiality, and a proactive approach to problem-solving
Qualification
Required
Strong organizational skills, time management, and attention to detail
Proficiency in communication, both written and verbal, and interpersonal skills
Experience with scheduling, calendar management, and travel coordination
Proficient in administrative tools, software, and document preparation
Ability to manage multiple tasks, prioritize effectively, and work in a fast-paced environment
Discretion and professionalism when handling confidential information
Bachelor's degree or equivalent experience in administration, business, or related field
Preferred
Experience in financial services or a related industry is a plus
Company
49 Financial
49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.
Founded in 2019
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Keith Andel
Chief Financial Officer
Hunter Lloyd
Founding Partner
Company data provided by crunchbase