Confidential ยท 4 hours ago
Executive Assistant - Financial Advisory/Wealth Management Firm
United States
Full-time
Remote
Entry, Mid Level
$50K/yr - $75K/yr
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Responsibilities
Provide administrative support to the COO, including managing schedules and Outlook Calendar appointments.
Coordinate projects and assist in the execution of strategic initiatives.
Organize and plan events, meetings, and travel arrangements for the COO. Manage complex executive calendars, ensuring seamless scheduling of up to 40 appointments weekly.
Maintain accurate records and documentation to ensure efficient office operations.
Serve as a liaison between the COO and other departments, fostering effective communication.
Deliver exceptional customer service by addressing inquiries and providing assistance as required.
Reviews, assesses, routes, answers and monitors follow up action steps on correspondence. Gathers and analyzes information required for administrative reporting.
Creates and maintains filing system(s).
Craft and edit company-wide communications on behalf of the executive team.
Qualification
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Required
Proven experience in an administrative role or as a personal assistant, preferably supporting senior executives.
Expert with Apple/Mac Operating System & Google Chrome.
Expert in Outlook E-Mail, Outlook Calendar, Zoom, Dropbox, Microsoft Word & Excel knowledge.
Excellent written and verbal communication skills.
Excellent organizational skills with keen attention to detail.
Strong interpersonal skills with a focus on customer service excellence.
Ability to maintain confidentiality and handle sensitive information professionally.
Ability to work in a very intense, fast pace environment.
Time-management skills.
Extremely Organized & Efficient - Able to complete complex tasks within tight deadlines, maintaining attention to detail.
Utilized Microsoft Office Suite to create professional presentations, documents, and spreadsheets.
Bachelor's (Required)
Microsoft Office: 3 years (Required)
Mac OS: 2 years (Required)
Microsoft Outlook: 2 years (Required)
Remote (Required)
Preferred
Experience in event planning and execution is highly desirable.
Legal or financial background is a plus.
Company
Confidential
Confidential is an IT services and IT consulting company that helps organizations grow.
Founded in 2018
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Waseem Abu Dawod
CEO
E
Edwin Xiao
Chief Revenue Officer
Company data provided by crunchbase
