Executive Assistant

Are you an excellent planner and organizer? We’re hiring an executive assistant to provide administrative support to the team lead and help us achieve our organizational goals. Your role is key to ensuring plans are made, schedules are set, meetings happen on time, and files are neatly organized and up-to-date. Ideal candidates are proactive, love diving into projects, working with others, and are interested in playing a big role in the vision of our organization. If this sounds like you, apply below!
Compensation:

$70,000 yearly

Responsibilities:

• Take care of office management duties such as ordering filing systems and keeping track of office equipment and supplies
• Perform additional assigned duties from executives such as picking up orders, handling personal mail, etc.
• Make sure basic bookkeeping duties are completed in a timely manner
• Support an executive with meeting preparation and take minutes
• Organize incoming information such as phone calls, voicemail messages, emails, and memos and report details to an executive

Qualifications:

• Experience using Microsoft Office
• Strong organizational skills, communication skills, time management skills, and interpersonal skills
• High school diploma or G.E.D. required
• At least 2+ years of experience as an executive assistant, or experience performing supportive duties
• Accustomed to working on strict deadlines and handling confidential information

About Company

We are a growing financial services organization dedicated to helping individuals and families navigate important financial decisions with clarity and confidence. As part of our client support services, we work alongside Inherit Guard, an estate planning firm, to help provide a seamless and supportive experience for clients throughout the estate planning process.

Our team serves as a trusted point of connection, helping clients understand next steps, stay organized, coordinate appointments and access the appropriate resources and professionals when needed.

If you enjoy helping people, building relationships and being part of a mission-driven team focused on protecting families and their futures, we’d love to connect with you.