TriCord Advisors, Inc. · 21 hours ago
Business Executive Assistant
Riverside, CA
Full-time
Hybrid
Mid Level
$85K/yr - $100K/yrTriCord Advisors, Inc. is a wealth management and legal firm serving high net worth individuals. The Business Executive Assistant will support the owners in various activities including business management, scheduling, travel arrangements, and handling confidential information with discretion.
ConsultingFinancial ServicesRetirementWealth Management
Responsibilities
Act as “gatekeeper” of our time to ensure execution of our quarterly and annual goals
Handle and solve 99% of issues and questions before sending it to us
Handle highly confidential personal, financial, and business information with absolute discretion
Address all incoming emails and phone calls, sorting and filing emails into proper email folders
Screen incoming telephone calls; take and deliver accurate messages; refer client operation questions to appropriate team members at TriCord Advisors
Manage and protect our schedule, focusing on goals and Unique Ability activities
Confirm all appointments and details with requested attendees, including accurate time and meeting place (online or in-person), clarify goals and purpose of every appointment and expected duration
Arrange all our travel and family’s travel - put all travel details in google calendar and all details including travel docs
Plan special events like large family or business parties and activities
Run personal or business errands if needed or requested
Buy and send gifts, write and send thank you cards, condolences cards, and holiday cards
Qualification
Required
Loyalty and dedication, fully invested in this role, going above & beyond the minimum standard
Commitment to excellence – perform duties at the highest level possible on a consistent basis
Excellent communicator – be able to interact with people (clients, vendors, partners, staff, family, etc.) of all levels in a confident and professional manner whether in person, by phone, email or over text
Service focus – dedicated to exceeding expectations with an aim to please and be thoughtful and courteous in your communications and relationships
A strong business sense – can decipher priorities of what matters most and make sound judgment calls in my absence or without asking every time
Extremely organized with a clear attention to detail: 'measure twice, cut once'
Willingness to be flexible to get job completed; working from the office to connect with staff and launch new programs or sometimes working remotely; be available for travel as needed
Bachelor's degree or equivalent experience preferred
Customer service experience preferred
Strong interpersonal and communication skills
Proficiency in Microsoft Office
Detail-oriented, organized, and able to multitask
Positive, professional, and eager to learn
Preferred
Bachelor's degree or equivalent experience
Customer service experience
Benefits
Health benefits
401k
PTO
Bonuses
Profit-sharing
Company
TriCord Advisors, Inc.
🗺️ Creating a financial map for your future 🏦 Serving biz owners, widows, and retirees 🏋️ 40+ yrs experience + 5 CFPs + TriCord Legal 👇🏻WATCH Building Wealthy Habits linktr.ee/tricordadvisors We offer financial consulting and planning services, including wealth management, investment management, retirement planning, tax and estate planning.
Founded in 2011
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jeremiah J. Lee
CEO | Senior Advisor - CFP®
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