Executive Assistant

About This Role

This position provides comprehensive administrative support to multiple managers and executives, including coordinating meetings, managing client communication, and various general office duties.

Responsibilities

• Adhere to all compliance programs and complete required training
• Coordinate, schedule, and confirm meetings, conferences, and special events
• Perform general administrative duties such as composing letters, answering phones, and preparing presentations
• Handle client communication regarding signatures, documentation, online access, and account inquiries
• Prepare for client portfolio reviews using APX and direct communication
• Create and maintain client service records
• Provide sales support for meetings and coordinate follow-up with contacts
• Maintain an extensive CRM contacts database
• Create and maintain Pipeline reports and client files
• Design announcements and other collateral materials
• Prepare and track expense reports
• Assist in the account opening process for new clients
• Cover the receptionist desk as needed

Requirements

• High School diploma or equivalent
• 3+ years of related experience
• PC proficiency in Microsoft Office
• Proficiency in Client relationship management programs (CRM)
• Highly organized and flexible
• Excellent verbal/written communication skills

Qualifications

• High School diploma or equivalent required; Bachelor’s degree preferred
• Minimum of 3 to 5 years of related experience required

Nice to Have

• Bachelor's degree
• Background in sales support/marketing
• Knowledge of financial concepts
• Proficiency in Photoshop

Skills

* Required skills