Executive Assistant

Job Overview
We are seeking a dynamic and highly organized Executive Assistant to join our team and provide exceptional administrative support to senior leadership. This role is vital in ensuring smooth daily operations, managing complex schedules, coordinating projects, and handling a variety of clerical tasks with professionalism and enthusiasm. The ideal candidate will thrive in a fast-paced environment, demonstrate excellent communication skills, and possess a proactive approach to problem-solving. This paid position offers an exciting opportunity to contribute to an innovative organization while developing your administrative expertise.

Duties

• Wealthbox Management: Maintain accurate client data and execute workflows within our Wealthbox CRM.
• Client Relations: Serve as the first point of contact, providing a warm and professional experience over the phone and in person.
• Calendar Oversight: Manage complex scheduling for client meetings and internal appointments.
• Digital Organization: Maintain a high level of order across all client documents and office filing systems.
• Event Coordination: Assist in the planning, logistics, and on-site support for firm seminars and events.

Experience

• Proven experience as an executive assistant or in a similar administrative role. People Person!
• Demonstrated expertise in calendar management, project coordination, and office administration using tools like Microsoft Office.
• Strong typing skills coupled with transcription experience to produce accurate documentation quickly.
• Familiarity with digital signature platforms like DocuSign.
• Excellent organizational skills with the ability to prioritize tasks effectively in a fast-paced environment.
• Exceptional communication skills—both written and verbal—with professional phone etiquette.
• Experience providing personal assistant support is highly desirable. Join us in this energetic role where your organizational talents will make a real impact! We value proactive individuals who are eager to support leadership while fostering an efficient office environment. This is a paid opportunity designed for motivated professionals ready to excel in administrative excellence!

Shared Success: We believe in rewarding hard work; this role includes a monthly bonus structure tied to achieving team targets and seminar success.

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Work Location: In person