Executive Assistant
Independence, OH
About Our Client: Based in Independence, our client is a privately held financial advisory firm providing purpose-driven planning for people who care about the impact of financial success on their families and communities.
Position Summary
We are looking for a seasoned administrative professional with experience working in a small to mid-sized office to support the CEO (80%) and manage the rhythm of the general office (20%). The ideal candidate has a genuine interest in the firm’s mission: helping their clients pursue and achieve a stewardship approach to their finances.
Responsible for facilitating efficiency in a steady environment, this person will be confident taking on a multitude of tasks (ranging from client projects, meeting coordination and administrative support work) and have an open, eager mentality to learn new things, if/when needed.
We are seeking a master scheduler with an impeccable eye for detail and effective prioritization skills. A strong communicator who is highly organized, proactive and solution-oriented.
Job Functions:
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80% personal/executive assistant
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20% supporting the general office (staff of 7) with daily operational tasks and activities
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Coordinate and help manage complex schedule of the CEO
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Prepare and manage meeting logistics
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Assist in maintaining digital and hard copy files
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Assist CEO in compliance oversight
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Coordinate state, SEC and FINRA licensing and continuing education efforts
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Assist with and manage a variety of projects as needed
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Administer monthly bill payments and QuickBooks reconciliation
Ideal Candidate Qualities & Experience:
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Bachelor’s Degree required
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3-5 years of administrative experience
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Working knowledge/proficiency in insurance, financial planning and/or wealth management, a plus
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Experience and proficiency with QuickBooks
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Familiarity with standard industry CRM systems (SmartOffice, Redtail) a plus
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Industry-related licensing and broker dealer compliance experience a plus
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Honest, reliable and highly organized
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Strong attention to detail
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Ability and comfort ‘wearing multiple hats’
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Ideal candidate is a self-starter - will use time efficiently, maintain productivity and be dependable
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Ability to multi-task and prioritize!
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Resourceful, proactive, confident jumping in when needed
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Excellent communication skills - both written and verbal
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Interest, ability and confidence in learning new skills or applications
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Professional, mature, courteous - able to maintain confidentiality and use discretion
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Calm demeanor with an attitude of excellence
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Client service mentality
Benefits:
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Competitive salary and generous vacation/personal time policy
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Benefits including health, dental and 401k
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Quarterly bonus potential
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Annual profit sharing bonus potential at end of the year
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Opportunity to be a part of a small, growing team making a difference in the financial well-being of others
