What are the responsibilities and job description for the Executive Assistant (Financial Services Industry) position at The Mom Project?
Executive & Operations Assistant -Financial Services Industry
$65,000-75,000
Full Time
San Mateo, CA
Hybrid- 1 day/week work remotely
Option to create a flexible schedule!
About Client- Lassahn Fiduciary Services
We are dedicated to providing our clients with the protection, planning and resources needed to preserve and grow their estates. Our goal is to provide supportive services that promote the health, happiness and financial well-being of our clients while protecting their privacy and independence. Lassahn Fiduciary Services is known for its commitment to handling cases ranging from simple trusts to those complicated by extenuating circumstances. We provide scrupulous accountings; dependable management; strong relationships with service providers; and personal, caring attention to detail.
About The Role
Join a small but mighty team. We pride ourselves on fostering a fun, supportive and collaborative work environment where every team member is valued and contributes to our success. As we continue to grow, we are seeking a skilled Executive Assistant to to assist in our daily operations.
Position Overview
We are looking for a proactive and organized individual to fill the dual role of Executive Assistant in Operations. This position will be responsible for providing crucial support to our Fiduciaries and will need to adapt and learn the ins and outs of a broad range of areas (insurance, finance, legal, medical etc). Experience with CRM - Project management and the ability to assist in building one is a huge plus. The ideal candidate will have a strong attention to detail, excellent communication skills, ability to learn quickly, confidence, and the ability to multitask effectively.
Responsibilities
$65,000-75,000
Full Time
San Mateo, CA
Hybrid- 1 day/week work remotely
Option to create a flexible schedule!
About Client- Lassahn Fiduciary Services
We are dedicated to providing our clients with the protection, planning and resources needed to preserve and grow their estates. Our goal is to provide supportive services that promote the health, happiness and financial well-being of our clients while protecting their privacy and independence. Lassahn Fiduciary Services is known for its commitment to handling cases ranging from simple trusts to those complicated by extenuating circumstances. We provide scrupulous accountings; dependable management; strong relationships with service providers; and personal, caring attention to detail.
About The Role
Join a small but mighty team. We pride ourselves on fostering a fun, supportive and collaborative work environment where every team member is valued and contributes to our success. As we continue to grow, we are seeking a skilled Executive Assistant to to assist in our daily operations.
Position Overview
We are looking for a proactive and organized individual to fill the dual role of Executive Assistant in Operations. This position will be responsible for providing crucial support to our Fiduciaries and will need to adapt and learn the ins and outs of a broad range of areas (insurance, finance, legal, medical etc). Experience with CRM - Project management and the ability to assist in building one is a huge plus. The ideal candidate will have a strong attention to detail, excellent communication skills, ability to learn quickly, confidence, and the ability to multitask effectively.
Responsibilities
- Manage tasks for clients and ability to take control and get it done.
- Marshal Assets, develop an understanding of all assets within a client.
- Organize Client Information and ensure proper safeguards are in place and appropriate.
- Ability to track time and describe tasks in an efficient and professional manner.
- Provide general administrative support to the executive team as needed.
- Generate a CRM for the company
- Proven experience in office or personal operations
- Strong organizational and time management skills.
- Excellent verbal and written communication abilities.
- Proficiency in MS Office suite and HR software applications.
- Ability to maintain confidentiality and handle sensitive information with tact.
- Detail-oriented with a focus on accuracy and thoroughness.
- Flexible and adaptable with a positive attitude.
- Ability to work independently and collaboratively in a fast-paced environment.
- Competitive salary
- Comprehensive health, dental, and vision insurance plans
- Retirement savings plan with company contribution, life insurance policy
- Paid time off and holiday shopping
- Professional development opportunities
Salary : $65,000 - $75,000