Job Description
Support senior leadership as an Executive Assistant in a prestigious investment firm. Enjoy a pivotal position coordinating high-level activities and managing critical communications.
This role offers a unique opportunity to thrive in a distinguished wealth advisory organization. You will be integral in maintaining executive schedules, tracking action items, and enhancing operational efficiency. Ideal candidates will possess strong organizational capabilities and a keen attention to detail.
Key Responsibilities:
• Coordinate executive calendars and prioritize client meetings
• Manage communications and draft responses for executives
• Efficiently track and follow up on action items from meetings
• Attend meetings to document notes and action items
• Assist with client onboarding and maintain CRM records
Requirements:
• 3-5 years of experience in a professional services environment
• Proficiency in Microsof...
This role offers a unique opportunity to thrive in a distinguished wealth advisory organization. You will be integral in maintaining executive schedules, tracking action items, and enhancing operational efficiency. Ideal candidates will possess strong organizational capabilities and a keen attention to detail.
Key Responsibilities:
• Coordinate executive calendars and prioritize client meetings
• Manage communications and draft responses for executives
• Efficiently track and follow up on action items from meetings
• Attend meetings to document notes and action items
• Assist with client onboarding and maintain CRM records
Requirements:
• 3-5 years of experience in a professional services environment
• Proficiency in Microsof...