Job Description

A well-established Financial Advisory firm is seeking an experienced administrative professional with excellent execution, organization, and technology skills. This is a fast-paced office working closely with the Managing Partner of the firm as well as other key individuals.

What is in it for you?

• Strong Base Salary + Bonus
• Seeking someone who can be on-site most of the time. Flexible for remote days when needed or during slower periods.
• A professional work atmosphere in a well-run, stable, & growing firm
• Excellent health benefits, 401K, etc.
• Hours 8:30/9 - 5/5:30

Key Responsibilities:

• Manages the calendar of the President and assists in the setup of meetings and travel (minimal % of time)
• Assists in the execution of projects by performing a wide variety of project oriented tasks including but not limited to Excel reporting, data input, and report writing/editing
• Assists with the execution of sales proposals including interfacing with clients and key stakeholders
• Interact with clients and key stakeholders
• Other special projects as assigned

Qualifications:

• Strong experience in an Administrative or Executive Assistant role
• Bachelor’s degree in business or related field
• Proven competence in using Microsoft Word, Microsoft Excel and Powerpoint
• Detailed oriented with proven organizational skills
• Excellent oral and written communication skills

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