Executive Assistant / Office Manager

Executive Assistant

The Executive Assistant will be providing a high level of service to one Principal, helping them coordinate extremely active calendars, meetings, travel, and speaking with ultra-affluent clients and advisors in a professional and gracious manner. Support to other Principals will also be expected. To be successful, the Executive Assistant will need to work cooperatively with the other Executive Assistants to support each other, and coordinate calendars and events with the other Principals in the firm. This role also includes overseeing all operational aspects to keep the office running efficiently.

Executive Assistance :

• Heavy calendar management in MS Outlook
• Schedule internal and external client meetings (both in person and via Zoom or MS Teams)
• Update and manage scheduling lists, contact lists, and task lists
• Coordinate and manage travel itinerary
• Entering and maintaining detailed client information in a CRM database
• Develop strong familiarity with clients, carriers, and client relations.
• Screen incoming phone calls
• Exercise superior judgment on transferring calls, taking messages, or getting the caller to the appropriate party
• Draft emails
• Take an active interest in the Principal's activities and be anticipatory and proactive with deliverables
• Become familiar with Principal's Top 20 cases / clients / advisors
• Draft emails, memos, letters

Office Management :

Ideal Candidate Will Possess the Following :

Compensation / Benefits :