Creative Financial Staffing (CFS) ยท 2 days ago
Executive Assistant
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Responsibilities
Schedule & Manage Meetings: Ensure smooth-running meetings for the Retirement Guide, handling logistics and organizing details.
Client Focus: Input and maintain client data in the CRM, ensuring accuracy and following up for a seamless client experience.
Master of Organization: Prioritize tasks and manage the Retirement Guide's time effectively, ensuring deadlines are met.
Qualification
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Required
Communication Excellence: Express yourself clearly and confidently in writing and verbally.
Thriving Under Pressure: Experience working in a fast-paced environment is a plus.
Prioritization Pro: You excel at juggling multiple projects and managing your time effectively.
Team Player with Confidence: You enjoy collaborating with others and feel comfortable interacting with clients.
Passion for Helping Others: You're driven to see others succeed and find fulfillment in assisting them in achieving their goals.