Executive AssistantJob Summary :

• The Executive / Personal Assistant to the Managing Partner, aka the General Agent (GA), plays a key role in ensuring the GA is provided with what they need to perform at their maximum level. Join a dynamic and supportive team that values collaboration, respect, and excellence and contributes directly to the GA's overall success and the company's mission.Duties Include :
• Arranges all scheduling for the GA, including meetings with recruits, other leadership, personal engagements, etc.
• Arranges all travel for GA business and personal
• Makes sure GA reviews and responds to all emails, correspondence, and phone messages
• Provides preparation of documents and / or knowledge for all the GA's meetings, appointments, training sessions, travel and personal commitments
• Run business and personal errands for the GA (ex : pick up dry cleaning, get coffee, drive GA to airport)
• Coordinates various sizes of events by tracking expenses, coordinating orders, confirming attendance, assisting with setting up and tearing down
• Keeps the GA organized and on schedule regarding business and personal matters
• Answers and transfers phone calls, screening when necessary
• Maintains filing systems as assigned
• Retrieves information as requested from records, email, minutes, and other related documents; prepares written summaries of data when needed
• Responds to and resolves administrative inquiries and questions
• Reviews and complies with all incoming / outgoing mail and fax correspondence according to compliance guidelines
• Maintains a system for recording expenses
• Managing optics as an extension of the GA
• Any other tasks assigned by GARequirements & Skills :
• Seven (7) or more years of experience as a personal and / or executive assistant
• Able to anticipate needs and challenges
• Able to use discretion and understand confidentiality
• Demonstrated intelligence in exercising judgment and decision-making
• Strong organizational, prioritization, and time management skills to meet tight deadlines
• Keen attention to detail and good record-keeping
• Adaptability, teamwork, and problem-solving skills
• Excellent verbal and written communication skills
• Ability to maintain confidential and sensitive files, information, and reports
• Exceptional skills in Microsoft Office, including Outlook, Excel, Word, and PowerPoint
• Financial services and / or experience in competitive work environments preferred
• Ability to multitask and exceptional time management skills
• High degree of integrity in handling cash, monetary transactions, and fiduciary responsibilities
• The passion to want to learn and grow with a company
• Honest and reliable with a good attitude
• Ability to coordinate and set appointments for multiple calendars
• Shopping or running errands when necessary
• Maintain composure when emergencies arise with adequate problem-solving skills
• Business professional attire
• Reliable transportation and a valid driver's license
• Available to work in person Monday - Friday, 8 am to 5 pm
• Ability to lift at least 20 poundsSalary Range and Benefits : - $55,000 - $75,000 annually depending on experience
• Medical, dental, vision, and life insurance
• Short-term and long-term disability- 401k 5% match