A boutique-style, well-established financial services company is seeking a Senior-level Administrative Assistant to support both the CEO and the President.
This role is a good fit for an experienced, dependable, and loyal professional who excels in traditional, high-stakes environments. People love working here and tend to stay long-term; we value dedicated individuals who can set up new systems to streamline business operations while maintaining the highest level of discretion for High Net Worth clients.
Key Responsibilities
- Executive Support: Assist the CEO and President with both personal and business needs, including managing expenses and schedules.
- Operations: Record retention for assests under management for individual accounts. Charge fees associated with accounts and accompanying documents for retention and client mailings.
- Client Relations: Maintain cordial and productive relationships with clients; provide excellent phone manners and customer service. Interact with the firm's clearing house—ability to screen calls very well.
- Administrative Responsibilities: Compose and edit highly confidential documents and share phone-answering duties as needed. Prepare documents for client visit. Handling all new accounts and changing existing ones via their system, maintaining mailing lists.
Qualifications
- Experience: Relevant experience in administrative management supporting senior leadership in a small organization.
- Education: A bachelor’s degree is a plus.
- Technical Skills: Highly proficient in Microsoft Office and experienced in setting up office systems.
- Professionalism: Demonstrated professional maturity, attention to detail, and the ability to anticipate needs readily.
Compensation: 65K, and depending on experience level.
Employment Type: Full-time
All qualified candidates, please email your CV and put "Administrative Assistant" in the subject line.
Principals only. Recruiters, please don't contact this job poster.
Principals only. Recruiters, please don't contact this job poster.