This position will support an executive of dual entities for both a growth driven asset management firm and an established SEC registered securities broker/ dealer. This individual will need to work well as part of a team driven group, be highly motivated, and have sound judgement and proven success in prior endeavors. This position is based onsite with typical office hours are from 8 am – 5/5:30 pm and requires a 24/7 mentality.
Our core values of integrity, experience, teamwork and performance have guided our action on a daily basis. We are a time tested and proven firm with the resources and success that make us a compelling financial partner to our customers. We are committed not only to being an industry leader, but also to improving the communities in which we work and live.
Essential Duties and Responsibilities:
- Calendar management: Manage scheduling internal and external appointment, confirming meetings, and organizing logistics. Handle these activities without prompting and advise in advance with issues or delays.
- Coordinate travel, including flights, car services, hotels and other reservations.
- Extremely positive and professional attitude with the ability to build relationships with key players and other senior management.
- Highly organized with meticulous attention to detail with the ability to anticipate critical needs, prioritize competing tasks and manage deadlines, with the ability to follow up on all items as needed.
- Creative thinker who can also solve complex problems.
- Edit and create documents, presentations and correspondence as needed including produce high quality emails and messages to individuals at all levels of the organization.
- Completion of detailed corporate expenses.
- Screen/route incoming calls, mail and correspondence.
- Flexibility after regular business hours for time sensitive tasks, schedule changes, or other changes as needed.
- Special Projects as required.
General Qualifications:
- Bachelor’s degree is required
- 10+ years of proven C-suite executive assistant experience.
- Ability to read, comprehend, and communicate detailed instructions, correspondence, and memos.
- Ability to write clear instructions and schedule and follow up as needed. Ability to effectively present information.
- Ability to apply common sense understanding to carry out detailed written or oral instructions.
- Proficiency in Microsoft Office, with experience in Word, Excel, and PowerPoint.
Certificates, Licenses, Registrations:
- Financial experience required and financial certificates, licenses, and registration a plus.
We are committed to providing equal employment opportunity to all applicants and employees in accordance with applicable equal opportunity and affirmative action laws. We place a high value on diversity and inclusion and do not discriminate on-the-basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
