33 applicantsPosted by Agency
Ultimate Staffing ยท 2 days ago
Executive Assistant
Timonium, MD
Full-time
Onsite
Senior Level
5+ years exp
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Hiring Manager
Lauren Camac
Insider Connection @Ultimate Staffing
Responsibilities
Perform the day-to-day client operational related duties including client correspondence, requests, and reporting.
Perform operational activities related to the new account openings for high-net worth and institutional clients.
Assist with client monthly filing and reporting.
Assist in maintaining and updating client information through the Firm's Client Relationship Management System.
Manage the Firm's quarter-end billing process with supervision.
Support the CCO in the retention of client & Firm records.
Utilize and maintain the Firm's operations tools and technologies.
Support the effort for constant improvement of the 'client experience'.
Serve as the primary point of contact for internal and external stakeholders, including corporate and executive-level clients.
Manage executives' calendars, schedule meetings, and coordinate travel arrangements.
Prepare and edit correspondence, reports, and presentations for senior management.
Coordinate office operations, including facilities management, supplies procurement, and vendor relations.
Plan and execute corporate events, meetings, and conferences
Assist with special projects and initiatives as assigned by senior management.
Qualification
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Required
Bachelor's Degree from an accredited college or university in Finance, Accounting, Economics or Finance Related
5-6 years of investment operations experience preferred
Strong quantitative and analytical skills; organized with attention to detail
Strong ability to take initiative and work on multiple tasks and projects at one time
Strong time management, team coordination, and communication skills
Advanced knowledge of Microsoft Excel, PowerPoint, and Word
Proven experience as an executive assistant or office manager, preferably in the finance or real estate industry
Proficiency in Microsoft Office suite (Word, Excel, PowerPoint, Outlook) and other office software
Excellent communication skills, both written and verbal, with the ability to interact effectively with diverse stakeholders
Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines
Discretion and confidentiality when handling sensitive information
Adaptability and flexibility to thrive in a dynamic and fast-paced environment
Professional demeanor and appearance, with a commitment to providing exceptional customer service
Company
Ultimate Staffing
Ultimate Staffing specializes in clerical, administrative, customer service, and manufacturing and production positions.
501-1,000 employees
Funding
Current Stage
Late StageLeadership Team
Lisa Marez
Partnership Director
Company data provided by crunchbase
