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Posted: Tuesday, February 20, 2018 10:14 AM

Executive/Personal Assistant Summary Wealth Management Firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as both an Executive and Personal Assistant to the firm's Chief Executive Officer. Candidate must be highly organized and efficient with strong attention to detail. Superior interpersonal and communication skills are required. Duties & Responsibilities Calendar Management - Schedule meetings, resolve scheduling conflicts, and manage the general organization of day-to-day activities to ensure the CEO is aware of all scheduled obligations. Write effective business correspondence utilizing notes from CEO. Facilitate meeting management including creation of agendas, running reports, meeting notes, and follow-up items. Handle a variety of personal details and needs, while maintaining discretion and a high level of confidentiality. Coordinate travel arrangements. Facilitate smooth communications between CEO and colleagues. Perform general administrative and support duties including answering telephones, maintaining files, copying, faxing, etc. Work in cooperation with and provide coverage for Receptionist when needed. Provide occasional support for other members of the executive team. Various miscellaneous tasks as assigned. .The ideal candidate will possess the following skills/characteristics: Highly organized and efficient with strong attention to detail Superior interpersonal skills with the ability to deal with strong personalities and to effectively interact with all levels of the organization Quick learner with a positive, can-do attitude Ability to communicate clearly and effectively (both verbally and in writing) Ability to manage multiple deadlines skillfully while remaining flexible and adaptable to frequently changing priorities Qualifications: Minimum three years proven work experience supporting a senior level executive Bachelor's degree (or Associate's degree combined with relevant work experience) Financial services experience is preferred Strong experience with Microsoft Outlook, Word, Excel and PowerPoint


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