What are the responsibilities and job description for the Executive Assistant position at eMoney Advisor?
Description
The Executive Assistant will be responsible for assisting the Core Leadership Team (CLT) executive(s) with scheduling, expense reports, travel arrangements, communication with internal and external partners, executive writing/communications, creating spreadsheets and presentations, as well as additional administrative duties including greeting guests and coordinating events for Leadership Team executive. Extensive software skills, Internet research abilities and strong communication skills are required.
Job Responsibilities
At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it’s the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 109,000 financial professionals and support over 6 million end clients.
At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results.
eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
The Executive Assistant will be responsible for assisting the Core Leadership Team (CLT) executive(s) with scheduling, expense reports, travel arrangements, communication with internal and external partners, executive writing/communications, creating spreadsheets and presentations, as well as additional administrative duties including greeting guests and coordinating events for Leadership Team executive. Extensive software skills, Internet research abilities and strong communication skills are required.
Job Responsibilities
- Manage schedule for CLT executive(s). Drive prioritization of time spent in both internal & client meetings, along with other scheduling demands. Establish and maintain time management system in Outlook calendars
- Assist in reviewing, drafting and answering email, phone calls or correspondence on behalf of the CLT executive(s). Manage Email and Contact lists for CLT executive(s).
- Screen incoming CLT executive(s) e-mail to determine correct routing
- Manage travel for CLT executive(s) with wide latitude for independent judgment. Book, confirm, and revise travel arrangements as needed. Available on nights/weekends to support schedule changes.
- Submit and reconcile expense reports in timely & accurate manner
- Maintain confidentiality. With frequent access to highly confidential materials & discussions, the ability to hold information in complete confidence is critical and a must
- Coordinate events, meals, etc. for meetings and/or events led by CLT executive
- Partner with other Administrative staff inclusive of CEO’s assistant to coordinate scheduling with both CLT and other senior level management.
- Ability to juggle multiple projects with accuracy. Flexibility to take on new / different tasks
- Acting as the proxy to CLT executive (s) in many cases, exceptional communication skills, over the phone and in person, with our customers and internal departments are required. Additionally, to make the CLT executive(s) aware of important issues they may otherwise not know about. Provide opinions and insight to the CLT executive(s) as needed or requested
- Accountability for personal growth and learning
- Provide general administrative and clerical support including mailing, scanning, faxing and copying
- Maintain a positive attitude and act as a strong representation of company values
- Open, sort and distribute incoming correspondence
- Available when required for afterhours work including weekends
- Ability to travel as needed
- Associates Degree or equivalent experience required
- 6-9 years of proven administrative or assistant experience required
- Ability to juggle multiple projects with superb accuracy
- Flexibility to take on new/different tasks
- Proficiency in Microsoft Office especially Outlook, Word, Excel and PowerPoint
- Comfort with online travel-booking systems
- Understanding of corporate T&E policy, and expense report filing
- High levels of attention to detail and problem solving skills
- Excellent written and verbal communication skills
- Actively collaborates and builds relationships to deliver results.
- Strong organizational, communication and customer service skills.
- Highest degree of professionalism and confidentiality
At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it’s the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 109,000 financial professionals and support over 6 million end clients.
At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results.
eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
Salary : $75,000 - $101,000