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Financial Executive Assistant - $60K -

Description

Growing independent wealth management firm in San Diego is seeking a professional, personable, and friendly Executive Assistant to join the team, supporting a pair of Lead Advisors. This position is considered critical in providing professional support. The company offers a competitive salary, as well as a comprehensive benefits package and profit sharing plan.

Successful candidates will possess exceptional attention to detail, as well as a strong command of the English language, with emphasis on writing, grammar, and punctuation.

Job Responsibilities:

• Primarily supports two Lead Advisors in executive assistant role, including scheduling, confirming appointments, maintaining calendars and contacts; coordinating projects and meetings or conference logistics, personal assistance activities.

•Facilitate phone and e-mail communications;

•Coordinate and monitor the completion of client service requests.

•Communicate effectively with portfolio managers and service teams.

•Ability to establish rapport and communicate effectively with clients,

•Prepare and handle highly confidential and privileged documents and reports such as: letters, expense reports, check requests, and other documents; scan, copy, fax, e-mail, file.

•Coordinate and handle travel arrangements and itineraries.

•Backup for front desk and other administrative staff, regular project work, and additional duties as assigned.

Qualifications & Requirements:

•Two to five years equivalent work-related experience, providing executive administrative support.
•Highly proficient with MS-Word, Outlook, Excel, PowerPoint, and computer literate.
•Familiarity with Tamarac Reporting and Salesforce a plus.
•Exceptional phone, communication, and interpersonal skills.
•Superior English language skills, including grammar, spelling, reading, writing and speaking.
•Energetic, helpful, handy, motivated, calm, and a detail-oriented self-starter.
•Very organized, ability to multi-task, with strong time management skills.
•Professional and conservative business appearance.
•High school diploma required; college degree highly preferred.

This position is exempt and is paid according to the laws of the State of California.

We are an equal employment opportunity employer and will consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, age (40 and over), gender identity, national origin, protected veteran status, disability or any other protected classification under federal and state law.

Requirements

 

Job Snapshot

Location US-CA-San Diego
Employment Type Full-Time
Pay Type Year
Pay Rate $60,000.00 /Year
Store Type Other
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Company Overview

AppleOne

What if you knew how employers viewed your resume so you had the best shot at getting an interview? What if you went into the interview with confidence knowing in advance what you were likely to be asked and how best to answer? What if you could have someone negotiate your salary for you? And, what if you had somebody in your corner to give you advice and hope when you needed it? This isn't a fantasy. For over half-a-million people this is what it's like working with AppleOne. Since 1964, we have connected the best people, their talents, skills, and aspirations with the best companies. Let us help you achieve your career goals. Learn More

Contact Information

US-CA-San Diego
Margaret Bourbois
8585784437
(858) 578-4746
Snapshot
AppleOne
Company:
US-CA-San Diego
Location:
Full-Time
Employment Type:
Year
Pay Type:
$60,000.00 /Year
Pay Rate:
Other
Store Type:

Description

Growing independent wealth management firm in San Diego is seeking a professional, personable, and friendly Executive Assistant to join the team, supporting a pair of Lead Advisors. This position is considered critical in providing professional support. The company offers a competitive salary, as well as a comprehensive benefits package and profit sharing plan.

Successful candidates will possess exceptional attention to detail, as well as a strong command of the English language, with emphasis on writing, grammar, and punctuation.

Job Responsibilities:

• Primarily supports two Lead Advisors in executive assistant role, including scheduling, confirming appointments, maintaining calendars and contacts; coordinating projects and meetings or conference logistics, personal assistance activities.

•Facilitate phone and e-mail communications;

•Coordinate and monitor the completion of client service requests.

•Communicate effectively with portfolio managers and service teams.

•Ability to establish rapport and communicate effectively with clients,

•Prepare and handle highly confidential and privileged documents and reports such as: letters, expense reports, check requests, and other documents; scan, copy, fax, e-mail, file.

•Coordinate and handle travel arrangements and itineraries.

•Backup for front desk and other administrative staff, regular project work, and additional duties as assigned.

Qualifications & Requirements:

•Two to five years equivalent work-related experience, providing executive administrative support.
•Highly proficient with MS-Word, Outlook, Excel, PowerPoint, and computer literate.
•Familiarity with Tamarac Reporting and Salesforce a plus.
•Exceptional phone, communication, and interpersonal skills.
•Superior English language skills, including grammar, spelling, reading, writing and speaking.
•Energetic, helpful, handy, motivated, calm, and a detail-oriented self-starter.
•Very organized, ability to multi-task, with strong time management skills.
•Professional and conservative business appearance.
•High school diploma required; college degree highly preferred.

This position is exempt and is paid according to the laws of the State of California.

We are an equal employment opportunity employer and will consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, age (40 and over), gender identity, national origin, protected veteran status, disability or any other protected classification under federal and state law.

Requirements

 
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Financial Executive Assistant - $60K - Apply now