Executive Assistant
Do you have superior Executive Assistant skills and a great work ethic? CFS has partnered with an established and continually growing retirement planning firm to identify a confident and organized Executive Assistant to add to their growing team.
Highlights of the firm and Executive Assistant opportunity :
- Positive environment with FUN people!
- Great location on the north side of Fort Wayne in a beautiful office park.
- Fast-paced opportunity working closely with a positive team in creating retirement future for clients.
Highlights of the Executive Assistant responsibilities :
- The primary purpose of the position is to attend meetings with the Retirement Guide and organize the details of the meetings.
- Input client information in database / CRM, keep data updated, and follow up with clients.
- The Executive Assistant will prioritize tasks and manage time for the Retirement Guide.
What you bring to the table as the Executive Assistant :
- Excellent communication skills, both written and oral.
- Experience working in a fast-paced environment.
- Ability to prioritize projects and manage time.
- Confidence to engage with clients and the team.
- Excitement to help others achieve their goals.
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