Executive Assistant/Office Manager

Job Overview
The Executive Assistant will support the Owner. She/he will be responsible for a broad set of assignments and provide administrative support for all firm and client activities. He/she will act independently and in a manner that reflects the Owner’s priorities and the firm’s mission, goals, and values. This position will assist the Owner with his schedule and ensure the highest degree of client service.

Duties

• The Executive Assistant will assist the Owner with all client transactions and activities, including the following functions:
• Providing excellent customer service.
• Reviewing and evaluating all requests and communication forwarded to the Owner and, where appropriate, responding or summarizing.
• Answering and returning client phone calls, as needed.
• Assisting clients with account paperwork.
• Verifying account transactions are processed correctly.
• Maintaining spreadsheets to track a multitude of activities as directed by the Owner.
• Working with management to ensure processes meet compliance guidelines.
• Maintaining client database and client files, both paper and digital.
• Communicating with internal and external representatives regarding account details.
• Following up with internal departments on any client transactions.

Experience

• Basic knowledge of the financial industry
• Critical thinking, decision-making, and problem-solving skills, and the ability to deliver efficient solutions to challenges
• Keen attention to detail and accuracy
• The highest ethical and fiduciary standards and exemplary use of discretion
• The ability to be a positive role model for all employees
• Advanced active listening and verbal and written communication skills
• A high school diploma or equivalent
• A minimum of 3 years in the banking, financial, or accounting industry.
• Microsoft Office proficiency

Job Type: Part-time

Pay: From $20.00 per hour

Expected hours: No more than 32 per week

Work Location: In person

Salary : $20