Root Financial Partners ยท 18 hours ago
Executive Assistant
San Diego, CA
Full-time
Remote
Entry Level
$68K/yr - $88K/yr
Maximize your interview chancesFinanceFinancial Services
Insider Connection @Root Financial Partners
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Manage calendars, inboxes, schedules, and travel arrangements.
Prepare and organize documents for meetings and presentations.
Take minutes at meetings.
Coordinate and manage logistics for events and conferences.
Handle confidential information with discretion.
Keep the CEO accountable for commitments.
Assist with the planning and execution of special projects, typically media-related.
Track project progress and deadlines.
Prepare reports and presentations.
Provide administrative support to other team members as needed.
Assist with onboarding and training new employees.
Manage office communications and correspondence.
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
Manage calendars, inboxes, schedules, and travel arrangements.
Prepare and organize documents for meetings and presentations.
Take minutes at meetings.
Coordinate and manage logistics for events and conferences.
Handle confidential information with discretion.
Keep the CEO accountable for commitments.
Assist with the planning and execution of special projects, typically media-related.
Track project progress and deadlines.
Prepare reports and presentations.
Provide administrative support to other team members as needed.
Assist with onboarding and training new employees.
Manage office communications and correspondence.
Exceptional organizational and time management skills.
Strong attention to detail and accuracy.
Excellent written and verbal communication skills.
Proficient in Google Workspace.
Ability to work independently and as part of a team.
Proactive and resourceful problem-solving abilities.
Ability to maintain confidentiality and discretion.
Positive and professional demeanor.
Benefits
Unlimited PTO
Medical, Dental, Vision, and Disability insurance
5% 401(k) Match
Paid maternity leave
Paid paternity leave
Company
Root Financial Partners
Root Financial Partners specializes in providing advice for financial decisions.
Founded in 2017
11-50 employees
Funding
Current Stage
Early StageLeadership Team
James Conole
Founder
Company data provided by crunchbase
