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Executive Assistant

US Tech Solutions
locationSan Rafael, CA, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

**This role will be fully on-site**

2 Rounds of Interviews: On-Site for both


Description:

  • Looking to fill an Administrative Assistant, partnering with a Registered Associate, to provide assistance to a VISUALLY IMPAIRED (VI) Sr. Financial Advisor & his partner.
  • Duties would include answering the phone, scheduling and providing translation of charts, research reports, equity analysis, etc. into a format that the system can read to the VI FA.
  • Supports executives and administrative staff in general office duties and defers all significant decision making to management.
  • Requires a high level of professionalism and business etiquette.
  • Due to the confidential and sensitive nature of information to which the Executive Assistant may be exposed, discretion is required.
  • Position calls for initiative, independence, and compliance. Must be able to learn quickly and to engage in a number of detailed tasks at once.
  • Must have strong flexibility in regard to the duties assigned, and the hours necessary to complete them.
  • Factors such as a specific college degree or multilingual fluency, may be preferred. Interest in furthering career in Financial Services preferred.
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