What are the responsibilities and job description for the Office Manager / Executive Assistant position at Potomac?
About the Role:
Long-term growth leads to business success — and here at Potomac, we welcome prospective team members who can help push our vision forward. We’re currently searching for an experienced Office Manager / Executive Assistant to join our team. This person will report directly to the CEO, ensuring smooth functioning of the office and the company.
Responsibilities:
- Organize catered team lunches, client visits, and other office events.
- Manage the state of supplies within the office.
- Communicate to stakeholders on behalf of the CEO.
- Coordinate the CEO’s calendar for both remote and in-person meetings.
- Occasionally help coordinate the CEO’s travel arrangements.
- Point person for general office administration.
- Work with other members of leadership/upper management.
Qualifications:
- 2-4 years of experience in an administrative role reporting directly to upper management.
- Excellent written and verbal communication skills, and ability to maintain confidentiality for the company and its employees.
- Strong time-management skills and an ability to organize and coordinate multiple tasks at the same time.
- Proficiency with office productivity tools and aptitude for learning new software and systems.
- Flexible team player willing to do what it takes to get the job done; adaptable and enjoys a challenge.
- Proficient in Microsoft Office Suite.
About Potomac:
In the past five years, Potomac has grown from under $140M to over $2.5B in AUM. It is an exciting time to be part of this company! We have a fantastic culture, great benefits, and hardworking people who love to collaborate.
A pioneer in active risk-managed investing, Potomac has the experience and expertise to help advisors align the correct allocation for any given market condition. Working with financial advisors, we understand that every investor is unique, but each wants to avoid catastrophic losses. Potomac offers a selection of tactical investment strategies for building and preserving wealth so advisors can match the right strategy or combination of strategies to each investor’s needs.
What makes someone successful at Potomac:
To be successful at Potomac, we look for individuals who are not just looking to do a job, but for people who pride themselves on exceptional work. When each member of the team plays their part to the best of their ability, we all succeed. None of us are perfect, but we’re looking for dependable, coachable, and team-oriented problem solvers. Individually we can tackle a little, but together we can take over this industry.
Benefits:
- 401(k) & other retirement benefits
- Dental Insurance
- Health insurance
- Health savings account option
- Paid time off
- Parental leave
Work location: On-site in Bethesda, MD
