Role Description

Barnes Young Wealth Advisors is seeking an Executive Assistant for two of our partners in Louisville, KY. The ideal candidate will desire working for a team-oriented firm; will be involved in all aspects of the business, learning, and shaping the way we care for our clients; and will gain valuable experience for developing a career in the financial industry. Candidates that fit into our firm and culture will embrace fast paced and collaborative environment. The individual is loyal to their work, goal driven, and hold in high regard exceptional service to our clients. Our practice is well represented by individuals who have realized significant wealth at start-up or emerging growth companies.

Qualifications

• 2-5 years of experience with client service or as an administrative assistant, preferably in the financial services industry
• Exceptional interpersonal skills, expeditious, well-organized
• Great analytical skills and ability to multitask in a fast-paced environment
• Able to communicate clearly to resolve issues in a timely manner
• Bachelor Degree preferred, but will accept candidates with suitable experience

Job Duties

• Key point of contact for partners
• Scheduling and calendar management for the senior partner including client meetings, travel and BYWA events
• Email management
• Draft and execute correspondence as needed including emails, letters, thank-you notes and general correspondence
• Oversees daily office operations in collaboration with department leaders
• Maintain CRM information and keep client data accurate. Monitor the system on a frequent basis.
• Assistant in tracking and maintain goals
• Answer incoming calls, taking messages or forwarding to appropriate person
• As the above duties are performed daily, the Executive Assistant will work closely with the entire BYWA team to complete duties to ensure the success of the firm

Benefits

• 401K and health benefits
• Reimbursement of approved professional development expenses
• Customized career development process
• Quarterly bonus potential

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Experience:

• Microsoft Excel: 1 year (Preferred)
• Microsoft Powerpoint: 1 year (Preferred)

Ability to Commute:

• Louisville, KY 40222 (Preferred)

Ability to Relocate:

• Louisville, KY 40222: Relocate before starting work (Required)

Work Location: In person