Executive Assistant
Our office is growing and we're looking for an Executive Assistant to be the right hand to our Financial Planner. Duties and qualifications are outlined below.

DUTIES:

• Be our Customer Relations Expert!
• Account Setup & maintenance (Paperwork prep & status update to clients)
• Maintain & updates information in our Client Relationship Management (CRM) Software (Redtail)
• Client correspondence – (Account setup, management, and client documentation)
• Monthly Correspondence Report
• Daily Service Net Ticket monitoring
• Client management – Albridge/OneView (reports and client access)
• Marketing Materials (MyCMO)
• Annual Reviews – pull and verify accuracy of Albridge reports; verify any KYC missing data or updates needed
• Other duties as assigned.

• Proven experience as an Administrative Assistant or Virtual Assistant.
• Excellent written and verbal communication skills.
• Attention to detail and problem-solving skills.
• Critical thinking ability is a must.
• Handle confidential and secure information and documents.
• Well-versed in the Microsoft Office Suite (esp. Word, Outlook, and Excel).
• Excellent time management skills and the ability to prioritize work and multi-task.
• Strategic mindset that can envision the big picture – and still take care of the small details.
• A passion for excellence – you always do your best!
• Positive, upbeat, self-starting, and “can-do” attitude.
• Resourcefulness – you’re a little like MacGyver.
• Ability to stay graceful under fire.
• Ability to compile, organize, prepare, and maintain an assortment of records and reports.

• 401(k) with company match
• Medical and Dental Insurance, Vision, LTD at cost to employee
• Life Insurance
• Short-term disability
• Flexible vacation/personal paid time off
• Dedicated paid time off for philanthropic volunteer opportunities