Executive Assistant

Company: Wealth Strategies Advisory Group Llc
Location: Scottsdale
Posted on: May 3, 2021

Job Description:

The ideal candidate will provide top-level assistance for the owner of Wealth Strategies Advisory Group. We are a financial services company located in the North Scottsdale area and have been operating as a small/medium sized operation in multiple states for 35+ years. We are looking to fill an incredibly important role as an EA to the owner. This person should be professional, well-organized and comfortable scheduling meetings and responding to emails on the owner''s behalf. Please see the list below for a detailed description of the responsibilities and qualifications. ResponsibilitiesPreparing financial statements, reports, invoices letters, and other documents.Answering phones and routing calls to the correct person or taking messages.Filing and retrieving corporate records, documents, and reports.Helping prepare for meetings and accurately recording minutes from meetings.Greeting visitors, identify the purpose of their visit and deciding if they should be able to meet with advisors or staff.Using various software, including word processing, spreadsheets, databases, Redtail CRM and presentation software.Making travel arrangements and creating trip itineraries. Performing office duties and managing a records database (CRM).Organizing meetings, including scheduling, sending reminders and organizing catering when necessary.Managing the owner''s day-to-day calendar, including making appointments and prioritizing the most sensitive matters. Opening, sorting and distributing mail and other correspondence.Provide general administrative support.General office organization and ordering supplies. Basic office kitchen area cleaning, etc. Attend company events after hours several times per month.Some travel may be required after Covid restrictions are lifted.QualificationsProven experience as an executive assistant or other relevant administrative support experience.In-depth understanding of entire MS Office suite.High school diploma.Good time management skills and ability to meet deadlines. Ability to organize a daily workload by priorities.Must be able to work in a fast-paced quickly changing environment.Have a proactive approach to problem-solving with strong decision-making skills.Professional level verbal and written communications skills.Ability to act as a gatekeeper and escalate relevant information as needed. Skilled in the use of standard office equipment, (e.g. copiers, business telephone systems, MacBook and PC and apple tv. (tech savy)Strong interpersonal skills. Ability to create confidential information with appropriate discretion.Exceptional attention to detail.Impeccable organizationAbility to keep calm under pressure. Financial services background preferred but not necessary.by Jobble

Keywords: Wealth Strategies Advisory Group Llc, Scottsdale , Executive Assistant, Other , Scottsdale, Arizona