Job Title: High level Administrative Assistant
Hours: 20-25 hours per week
Primary Function:
Provide high level administrative support to an industry leading Senior Financial Partner. Candidate must be driven, experienced in handling a wide range of administrative and executive support related tasks and able to work independently with little or no supervision. Additionally, this person must be well organized, flexible, and can handle the everyday challenges of supporting a top producer.
Candidate possesses the ability to interact with other staff (at all levels) in a fast-paced environment, work under pressure, and stay composed, proactive, resourceful and efficient, with a high level of professionalism and confidentiality.
Must Have:
Organization, Stress & Time Management skills
Work with a high degree of autonomy and responsibility
Excellent written and verbal communication skills
Attention to detail
Exceptional Phone Demeanor
Strong follow-up skills
Proficient in Microsoft (Outlook, Excel, Word, Power Point, etc.)
Key Responsibilities
Manage practice when Sr. Partner out of the office.
Responsible for the entire sales process including licensing, appointments and applications.
Manage Internal Calendar utilizing Microsoft Outlook and must be flexible with last minute schedule changes and urgent meeting requests.
Answer telephone calls for the Senior Partner from both internal and external sources. Screen phone calls and return calls thoroughly and with diplomacy per instructions; handle routine items.
Track action items and deliverables for the Senior Partner and proactively schedule the time required to address them.
Ensure Senior Partner is prepared for all meetings in advance to include time for pre-reading, review and commentary on materials
Manage client service requests (Account & policy holder services)
Assist with the assembly of materials for various projects and client meetings
Manage and assist with high-net-worth client database
Additional skills desired
Experience working in the Financial Services Industry is a plus but not required.
If interested, please forward resume.
