Executive Assistant - Alpharetta, GA
About The Position
Executive Assistant Are you self-managed, self-motivated, self-resourced, and service focused? We would like to talk to you if you are energized by making a difference by supporting executives and your team; adding value through your contributions to the team; and providing excellent support and organizational skills. We are an independent registered investment advisory firm that provides financial and retirement planning, wealth management, tax strategies, protection, and legacy planning, and fiduciary services to high- net-worth business owners, executives, professionals and independent women who have accumulated $1 million or more in savings. We oversee more than $300 million in assets (including assets under management and insurance and annuity products). Wealth With No Regrets® in Alpharetta, GA is seeking to add an Executive Assistant to our team! The core purpose of the Executive Assistant role is to provide support and drive business results alongside the CEO through core project execution; gatekeeping of CEO’s time; organized about CEO and business project priorities; calendar optimization; client scheduling; relationship management; strategic relationship touches; and excellence in client service. The CEO is a high energy, fast-paced and tends to have many projects going at the same time. He loves to drive business results, new initiatives for growth and juggles many projects in the business and volunteer charitable work outside the business. He is passionate about the work he does and loves achieving big business goals, growth and team development.
Requirements
- 2+ years as an Executive Assistant required
- Desire and ability to handle many projects and priorities at the same time
- Ability to focus on priorities set by the CEO and bring projects to completion
- Desire to be part of a team that is living with purpose, and loves to support others
- Have a servant heart where caring about serving people and supporting an outstanding client experience is where you shine
- High character, with integrity and trustworthiness
- Clear and effective communication [written, verbal (phone) and in person]
- Desire to know details and leave no stone unturned when gathering information
- Systematic in your approach; you weigh the pros and cons and prioritize as a strategy
- Task-oriented and have the ability to get things done quickly, efficiently, accurately, and effectively
- Process-driven and can follow a system to complete projects on schedule
- Organized and detail-oriented; able to find and access information when needed
- Proficient with Microsoft Office Suite including Excel, Word, & PowerPoint
- Ability to use technology and outside resources to finish projects quickly
Nice To Haves
- Experience using Customer Relationship Management software, preferred
- Bachelor’s Degree, preferred
Responsibilities
- Protect and focus the executives’ time, acting as a gatekeeper recognizing what is urgent vs important vs what can be delegated
- Prioritize, Organize, manage, and track multiple detailed projects, tasks, and assignments that move the business forward
- Provide administrative support to the CEO, including (but not limited to) managing calendars, scheduling client visits, organizing priorities
- Arrange and coordinate travel plans, such as booking flights, accommodations, and transportation.
- Assist with special projects and initiatives needed to move the business forward
- Handle sensitive information with the utmost discretion and confidentiality at all times
- Build and maintain positive relationships with clients, prospects, and team
Benefits
- 10 Paid Time Off (PTO) days and about 10 Paid Holidays per calendar year
- Health Plan is available
- Automatic 3% contribution to 401k after 6 months of employment
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
