What are the responsibilities and job description for the Executive Assistant to Chief Executive Officer position at Bogart Wealth?
About Us: Bogart Wealth is a leading provider of wealth management solutions, dedicated to helping our clients achieve their financial goals. With a focus on personalized service and innovative strategies, we pride ourselves on our commitment to excellence and integrity.
Position Overview: We are seeking a highly organized and proactive Executive Assistant to support our CEO. The ideal candidate will possess exceptional communication skills, a strong attention to detail, and the ability to manage multiple tasks in a fast-paced environment. This role is critical in ensuring the efficient operation of the executive office and will serve as a trusted partner to the CEO.
Key Responsibilities:
- Administrative Support: Provide comprehensive administrative support to the CEO, including managing calendars, scheduling meetings, and coordinating travel arrangements.
- Communication: Act as the primary point of contact for internal and external stakeholders, handling correspondence and facilitating communication on behalf of the CEO.
- Meeting Coordination: Prepare agendas, take minutes, and follow up on action items from meetings, ensuring timely completion.
- Project Management: Assist with special projects, research, and data analysis as directed by the CEO, ensuring deadlines are met and objectives are achieved.
- Confidentiality: Maintain a high level of discretion and confidentiality regarding sensitive information and business matters.
- Office Management: Oversee the organization of the executive office, including maintaining files, organizing documents, and ensuring a productive work environment.
- Event Planning: Coordinate logistics for meetings, conferences, and special events, ensuring a professional and seamless experience.
Qualifications:
- Education: Bachelor’s degree in Business Administration, Finance, or a related field preferred.
- Experience: Minimum of 5 years of experience supporting C-suite executives, preferably within the financial services or wealth management industry.
- Skills:
- Exceptional organizational and time management skills.
- Strong written and verbal communication skills.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software.
- Ability to handle multiple priorities with a calm and positive demeanor.
- Attributes:
- Proactive, resourceful, and adaptable.
- High level of professionalism and a strong work ethic.
- Ability to work independently and as part of a team.
Benefits:
- Competitive compensation
- Health benefits
- Bonus programs
- A 401 (k) retirement plan with company match
- A fun and friendly team of colleagues
