Executive Assistant - Financial

Discretionary money management firm, 50 person office total

Will manage all administrative functions for Senior Portfolio Manager, Senior Legal Analyst, and Director of Investment Planning Analysis. Heavy interaction with a multitude of Financial Advisors from across the nation.

Role consists of managing hectic schedules, travel arrangements, answering phones, writing and editing correspondence, running reports, creating and updating spreadsheets, and preparing presentations. Also responsible for preparation of meetings, expense reports, faxing, filing, copying and all other administrative support functions.
REQUIREMENTS
Candidates need the following:
-College degree preferred -Interest in financial industry -Client servicing experience A MUST!
-3-5 yrs of true Executive Assistant experience, flexible
-Must be willing to work beyond normal hours

SOFT SKILLS: -Intelligent/sharp -Excellent interpersonal skills -Detail oriented -Works well under pressure -ABILITY TO MULTI-TASK -Strong follow-up skills -Strong problem-solving skills

HARD SKILLS: -Solid computer application background (MSOffice Suite) -Great organizational and time mgmt skills -Excellent written and verbal communication skills

QUALITIES: -Client service-oriented personality -Team oriented, team player -Flexible -Proactive rather than reactive -Poised/polished/professional -Positive attitude -Strong work ethic -Resourceful