Executive Assistant

Job description

Executive Assistant

Are you a self-starting, self-sufficient, highly organized individual looking for an opportunity to have a key role in supporting a fast-paced business owner? Do you have excellent communication skills and the ability to plan, schedule and organize a calendar? Our established financial services firm in Kansas City, MO is looking for an Executive Assistant to be the right-hand employee to the Chief Advisor. If you are looking for an opportunity to take initiative and make a difference within the office, please apply today!

Minimum Requirements:

• Associates Degree

• 4+ years of Executive Assistant experience in a busy office.

• Intermediate to Advanced skills with MS Office Suite

• Experience with CRM systems

This position requires that you possess the following skills:

• Ability to prioritize projects and manage time

• Provide outstanding customer service

• Excellent communication - both verbal and written

• Good-natured, positive attitude

• Self-directed initiative

• A desire for continuous learning

• Ability to adhere to complex regulatory and compliance requirements

Responsibilities:

Office Administration:

Assisting the Financial Advisor in managing the firm wide offices to exceed client and regulatory expectations include:

• Book all travel arrangements

• Keep database up to date and accurate

• Ensure Chief Advisor is organized and prepared for all team and client meetings

• Maintain confidential information

• Follow through on any outstanding projects

• Various industry specific tasks

• Meet with Owner and help organize and prioritize projects

• Manage HR responsibilities for all employees

• Help others when needed

Presented by Advisor Employee Services Thank you for your interest in the Executive Assistant role. Advisor Employee Services, a consulting firm located in Overland Park, 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. 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!