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Ref #: 27371881
Location: Independence, OH
Salary/Wage:
Sector: MANUFACTURING
Type: Permanent
Posted: 01/15/2020
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:
  • 80% personal/executive assistant 
  • 20% supporting the general office (staff of 7) with daily operational tasks and activities
  • Coordinate and help manage complex schedule of the CEO
  • Prepare and manage meeting logistics
  • Assist in maintaining digital and hard copy files
  • Assist CEO in compliance oversight
  • Coordinate state, SEC and FINRA licensing and continuing education efforts
  • Assist with and manage a variety of projects as needed
  • Administer monthly bill payments and QuickBooks reconciliation
 
Ideal Candidate Qualities & Experience:
  • Bachelor’s Degree required
  • 3-5 years of administrative experience
  • Working knowledge/proficiency in insurance, financial planning and/or wealth management, a plus
  • Experience and proficiency with QuickBooks
  • Familiarity with standard industry CRM systems (SmartOffice, Redtail) a plus
  • Industry-related licensing and broker dealer compliance experience a plus
  • Honest, reliable and highly organized
  • Strong attention to detail
  • Ability and comfort ‘wearing multiple hats’ 
  • Ideal candidate is a self-starter - will use time efficiently, maintain productivity and be dependable
  • Ability to multi-task and prioritize!
  • Resourceful, proactive, confident jumping in when needed
  • Excellent communication skills - both written and verbal
  • Interest, ability and confidence in learning new skills or applications
  • Professional, mature, courteous - able to maintain confidentiality and use discretion
  • Calm demeanor with an attitude of excellence
  • Client service mentality
 
Benefits:
  • Competitive salary and generous vacation/personal time policy
  • Benefits including health, dental and 401k
  • Quarterly bonus potential
  • Annual profit sharing bonus potential at end of the year
  • Opportunity to be a part of a small, growing team making a difference in the financial well-being of others

 
Back to Openings
Ref #: 27371881
Location: Independence, OH
Salary:
Sector: MANUFACTURING
Type: Permanent
Posted: 01/15/2020
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:
  • 80% personal/executive assistant 
  • 20% supporting the general office (staff of 7) with daily operational tasks and activities
  • Coordinate and help manage complex schedule of the CEO
  • Prepare and manage meeting logistics
  • Assist in maintaining digital and hard copy files
  • Assist CEO in compliance oversight
  • Coordinate state, SEC and FINRA licensing and continuing education efforts
  • Assist with and manage a variety of projects as needed
  • Administer monthly bill payments and QuickBooks reconciliation
 
Ideal Candidate Qualities & Experience:
  • Bachelor’s Degree required
  • 3-5 years of administrative experience
  • Working knowledge/proficiency in insurance, financial planning and/or wealth management, a plus
  • Experience and proficiency with QuickBooks
  • Familiarity with standard industry CRM systems (SmartOffice, Redtail) a plus
  • Industry-related licensing and broker dealer compliance experience a plus
  • Honest, reliable and highly organized
  • Strong attention to detail
  • Ability and comfort ‘wearing multiple hats’ 
  • Ideal candidate is a self-starter - will use time efficiently, maintain productivity and be dependable
  • Ability to multi-task and prioritize!
  • Resourceful, proactive, confident jumping in when needed
  • Excellent communication skills - both written and verbal
  • Interest, ability and confidence in learning new skills or applications
  • Professional, mature, courteous - able to maintain confidentiality and use discretion
  • Calm demeanor with an attitude of excellence
  • Client service mentality
 
Benefits:
  • Competitive salary and generous vacation/personal time policy
  • Benefits including health, dental and 401k
  • Quarterly bonus potential
  • Annual profit sharing bonus potential at end of the year
  • Opportunity to be a part of a small, growing team making a difference in the financial well-being of others

 
Back to Openings

  Apply Now

  Upload Your CV
or call Jenna Evans:
440-462-8811
 

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