Overview
Executive Assistant Jobs in Alpharetta, GA at Wealth With No Regrets
Title: Executive Assistant
Company: Wealth With No Regrets
Location: Alpharetta, GA
Executive Assistant
We are looking for an Executive Assistant to join our team located in Alpharetta, GA. This role is responsible for providing high-level support that involves calendar management, scheduling travel, and email organization, among ensuring efficient firm operations.
Skills & Experience Needed:
2-5 years as an Executive Assistant or Administrative Assistant required
Bachelor’s Degree, preferred
Experience using Customer Relationship Management software, preferred
Accounting experience, preferred
Desire to be part of a team that is living with purpose, love to support others
Care about serving people and the client experience is where you shine
High character and integrity, trustworthy
Alignment with organizations or groups whose mission is to serve others
Clear and effective communication in person or over the phone
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-driven and have the ability to get things done quickly
Organized and detail-oriented; able to find and access information when needed
Process-driven and can follow a system to complete projects on schedule
Proficient with Microsoft Office Suite including Excel, Word, & PowerPoint
Ability to use technology and outside resources to finish projects quickly
Key Responsibilities:
Organize, manage and track multiple detailed tasks and assignments that move the business forward
Provide administrative support to the COO/CFO, including (but not limited to) managing calendars, scheduling client visits, and organizing priorities
Arrange and coordinate travel plans, such as booking flights, accommodations, and transportation.
Assist with special projects and initiatives as needed to move the business forward
Assist with accounting related tasks, such as billing, reconciliation, and reporting
Handle sensitive information with the utmost discretion and maintain confidentiality at all times.
Build and maintain positive relationships with clients, prospects, and team
Salary:
$80K-$100K BOE
Benefits:
Paid Time Off (PTO): 10 Days per calendar year
Pay Increases: Increased pay and inflation adjustments annually is possible
Holidays: Regular full-time employees are entitled to 10 paid holidays each year with extended time around Thanksgiving and Christmas
Health Benefits: Health plan is available
Retirement: 3% contribution to 401k
Fringe Benefits: Lunch catered out each day at the office
Hours:
Monday-Friday, 9am-5pm (In office)
Presented by Advisor Employee Services Thank you for your interest in the Paraplanner role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
