Job Description
Job DescriptionA local Harrisburg area client has a great opportunity for an Executive Assistant
EXECUTIVE ASSISTANT
“MUST HAVE” SKILLS
- Highly professional demeanor
- Experience in Financial Services preferred
- Articulate with strong writing and critical thinking skills
- Highly motivated and detail oriented
- Highly adept at managing multiple priorities
- Dependable and a self-starter
- Can-do and positive attitude
- Tech-savvy
- Experience working with client relationship management (CRM) tool
POSITION DESCRIPTION
Client-Facing Responsibilities
- Answers multiple phone lines and directs the caller to the appropriate team member or takes a message; documents client contact and communicates messages to staff and advisors at the time of the client call
- Schedules meetings for colleagues and follows up with confirmation calls/emails to clients
- Prepares office, and greets all guests with high customer service
- Coordinates personal client touches
- Helps to coordinate client events and client-facing projects
Office Management Functions
- Helps with the mailing of quarterly statements, as well as ad-hoc monthly and quarterly reports
- Maintains order of all items in office common spaces and kitchen
- Places office grocery and supply orders
- Manages content, calendars, staff PTO, etc. on firm’s dashboard
- Sorts and distributes mail
- Conducts electronic filing
- Helps with special projects as needed by the leadership team
Brand & Service Responsibilities
- Compiles meeting packets for prospects, written reviews, and digital reports for client meetings; for video or phone meetings, and posts report to the client’s secure portal
- Updates and maintains accurate client information in company database
Required Experience:
Minimum of 5 years of experience working within a busy office in an administrative capacity
GED/high school diploma required, Bachelor’s degree preferred
Demonstrated experience of at least 5 years of MS Office including superior knowledge of EXCEL
Demonstrated experience managing and scheduling virtual meetings
Prior experience working in a public facing, highly professional environment
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