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Senior executive assistant Jobs in Kansas City, MO
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Senior executive assistant • kansas city mo
- Promoted
Executive Assistant
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AFE Private WealthOverland Park, KS, United States- Full-time
Job Title : Executive Assistant
Location : Leawood, KS
Type : Full-Time
Industry : Wealth Management & Social Club
About Us :
We’re a fast-growing entrepreneurial company that owns and operates multiple businesses ranging from wealth management services to a social club. Our clients come to us for personalized financial strategies and stay for the exclusive leisure experiences. From managing portfolios to arranging networking events, we do it all with a touch of class and a lot of attention to detail.
Position Summary :
We’re seeking a proactive and organized Executive Assistant to support our ownership team of 2. This role requires someone who can juggle calendars, confidential information, and last-minute changes—all while keeping their cool. You’ll be the right-hand person for our leaders, ensuring that everything runs smoothly both in the boardroom and at the social events.
Key Responsibilities :
- Calendar Management : Coordinate and optimize the schedules of C-suite executives, balancing meetings for wealth management and social club operations.
- Communication : Handle emails, calls, and correspondence with clients, partners, and staff—responding with professionalism and a dash of personality.
- Event Coordination : Assist in planning and executing events ranging from investment seminars to VIP outings.
- Document Preparation : Prepare reports, presentations, and meeting agendas with a keen eye for detail and a flair for making spreadsheets look exciting.
- Personal Arrangements : Handling of miscellaneous tasks that free up business hours for the partners.
- Project Management : Track and follow up on tasks and projects to ensure deadlines are met.
- Confidentiality : Manage sensitive information with discretion, guarding financial data and executive plans like a pro.
- Special Projects : Jump in where needed, whether it’s researching new investment opportunities or helping coordinate a charity golf tournament.
Qualifications :
Perks & Benefits :
How to Apply :
Send your resume and a cover letter that impresses us more than a rare bourbon find to [email protected]