Executive Assistant and Office Manager

Work for one of the country's hottest startups! DPL Financial Partners is a nationally recognized, award-winning company in the high-growth FinTech space. DPL Financial Partners is the first and leading turnkey insurance platform for registered investment advisors (RIAs). With a powerful mission to help people achieve lifelong financial security, we are upending the multi-trillion-dollar insurance industry by modernizing insurance and annuities. We've grown fast and are looking for smart, dynamic candidates to join our team. If you're a hard-worker looking for opportunity, growth, mentoring and a high-energy, team-oriented experience, we may be just right for each other. Come grow your career with us!

DPL Financial Partners, LLC is searching for an experienced, reliable and task-oriented Executive Assistant and Office Manager. This person will work directly with C-level executives and will be responsible for performing a number of administrative duties. The ideal candidate is highly organized, self-motivated, professional, and capable of managing their workload and prioritizing tasks to meet deadlines and anticipate needs in a fast-paced environment. This is an excellent opportunity to join a growing company.

Essential Duties and Responsibilities

• Oversee the CEO's schedule : Maintain direct and complete ownership of all travel needs, including flights, accommodations, meetings and other travel-related incidentals. Work to understand the company's business and CEO's preferences to coordinate travel itineraries to maximize CEO's time and schedule meetings and appointments appropriately.
• Create and maintain a centralized calendar for all staff that tracks whereabouts of each employee.
• Coordinate executive communications, including taking calls, responding to emails and interfacing with business partners and clients as deemed appropriate.
• Oversee Conference Season activities :

Work with Marketing and Sales teams to identify conferences to be attended each year, including goals, team attendance and speaking engagements. Present and maintain conference plan with associated budget / cost to executive management.

Anticipate needs and stock office supplies.

Competencies

To perform the job successfully, an individual should demonstrate the following competencies :

Job Knowledge - Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; requires minimal supervision.

Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings.

Consultative Selling - Qualifies potential customers; builds rapport and establishes trust; asks questions to discover client business needs; applies product and market knowledge effectively.

Planning / Organizing - Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and / or Experience

Bachelor's Degree in Business or related field required. Excellent communication, organizational, time management and leadership skills are a must. Documented computer skills and prior executive administrative experience preferred .

Computer Skills

Proficient in Microsoft Office – Microsoft Word, Excel, and Power Point required.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is frequently required to stand; walk and sit. The employee is occasionally required to use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; talk or hear and taste or smell. The employee must occasionally lift and / or move up to 25 pounds.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Disclaimer

This position description neither constitutes a contract of employment nor is designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Other duties, responsibilities, and activities may change or be assigned at any time with or without notice. Company may exercise its employment-at-will rights at any time.

DPL, Inc is an equal opportunity employer. We welcome employees and prospective employees without regard to race, religion, national origin, gender, age, disability, marital status, gender identity or expression, sexual orientation, or veteran status.

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