Details:
Position summary
The Executive Assistant provides complete administrative support as well as develops, implements and maintains support systems, while operating in a fast-paced, confidential, multi-tasking environment.
Duties include:
• Receive client inquiries on behalf of the Consultant and determine appropriate course of action. This may include proactively investigating and resolving client issues and recording the nature of the inquiry and advising the Consultant.
• Contact clients and schedule appointments for the Consultant.
• Assist in the preparation of a prospect or client file prior to a client meeting. It may include tracking any post-meeting action items.
• Assist with the implementation of the Consultant’s marketing plan. Social media experience would bebeneficial.
• Maintain client files, process transactions and bring forward items.
• Support client events by booking sites and sending marketing material to clients and prospects.
• Other tasks such as performing computer back-ups, compliance follow-up, ordering office supplies, gathering information on company and other websites.
Qualifications & Experience:
Qualifications / attributes
• Minimum of two years administrative experience preferred
• Experience with financial terms from banking institution experience or private planning firm are helpful
• Strong oral and written communications skills
• Ability to maintain focus in a fast-paced environment with the ability to shift priorities as required
• Well-developed interpersonal skills and high client service commitment
• Attention to detail and ability to work independently with minimum supervision
• Proficiency in Microsoft Windows-based computer applications including Word and experience in Salesforce or other contact management programs preferred