What are the responsibilities and job description for the Executive Assistant Office Manager position at Insight Capital Management?
Company Description
Insight Capital is dedicated to helping clients define and embrace what wealth means to them personally. By understanding their life goals and priorities, we aim to enable clients to focus on living a fulfilling life beyond financial concerns. Our approach centers on creating strategies tailored to individual aspirations to support a meaningful and purposeful journey.
Role Description
This is a full-time on-site role for an Executive Assistant Office Manager based in Concord, CA. The role involves managing administrative tasks, coordinating office operations, providing exceptional customer service, and supporting executive leadership. Key responsibilities include scheduling meetings, maintaining office systems and equipment, organizing files, and addressing client inquiries. The Executive Assistant Office Manager will ensure the office runs smoothly and efficiently, contributing to day-to-day operations and team collaboration.
Qualifications
- Strong Communication skills, including professional verbal and written communication
- Experience in Administrative Assistance and managing executive calendars
- Proficiency in handling Office Equipment and related tools
- Commitment to providing excellent Customer Service and building client relationships
- Competence in Office Administration, including organizing documentation and maintaining office processes
- Detail-oriented, highly organized, and able to multitask
- Proficiency with commonly used office software and technology
- Previous experience in financial services or wealth management settings is a plus