- Category : Administration
- Location : Washington, District Of Columbia
- Work Arrangement : Hybrid
- Type : Full-time / Flex
DC based Investment Advisory firm is looking for an Executive Assistant to support the Chairman
Hours / Schedule : Full time Flex, in office 4 days a week in Washington DC
Job Type : Direct
Location Requirements : On-site 4 days a week, 1 day remote
Rate : $90,000 $100,000 salary plus excellent benefits
Job Description : Executive Assistant to the Chairman of an Investment Advisory firm
Responsibilities :
Sales assistant responsibilities, including placing trades, opening accounts, initiating funds transfers, communicating with clients and addressing client requests, filing, and other account-related functions.
Series 7 and 66 registrations (can be obtained after employment). Portfolio and investment research responsibilities.
- Executive assistant responsibilities, including administering business entities, reviewing tax returns and paying taxes for entities, and other business related functions.
- Personal assistant responsibilities, including submitting expense reports, coordinating periodic outside office functions, filing, scanning, and assisting with other personal matters and communications.
- Office manager and general administrative responsibilities.
Qualifications :
- Exceptional organizational skills and keen attention to detail
- Strong communications and client service skills
- Strong writing and math skills
- Previous administrative experience
- College degree
- Proficiency In Microsoft Office and QuickBooks Online
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