Job Description
Job Description
Rockstar is recruiting for a boutique wealth management group based in Alpharetta. The firm has been helping clients for almost two decades using their proprietary planning process.
The founders of the firm have been covered extensively in both local & national media & they are now looking to grow their Alpharetta-based team.
The firm is looking for an Executive Assistant to join their team located in Alpharetta, GA. This role is responsible for providing high-level support that involves calendar management, scheduling travel, and email organization, among ensuring efficient firm operations.
Key Responsibilities :
- Organize, manage and track multiple detailed tasks and assignments that move the business forward
- Provide administrative support to the COO / CFO, including (but not limited to) managing calendars, scheduling client visits, and organizing priorities
- Arrange and coordinate travel plans, such as booking flights, accommodations, and transportation.
- Assist with special projects and initiatives as needed to move the business forward
- Assist with accounting related tasks, such as billing, reconciliation, and reporting
- Handle sensitive information with the utmost discretion and maintain confidentiality at all times.
- Build and maintain positive relationships with clients, prospects, and team
Skills & Experience Needed :
- 2-5 years as an Executive Assistant or Administrative Assistant required
- Bachelor's Degree, preferred
- Experience using Customer Relationship Management software, preferred
- Accounting experience, preferred
- Desire to be part of a team that is living with purpose, love to support others
- Care about serving people and the client experience is where you shine
- High character and integrity, trustworthy
- Alignment with organizations or groups whose mission is to serve others
- Clear and effective communication in person or over the phone
- Desire to know details and leave no stone unturned when gathering information
- Systematic in your approach; you weigh the pros and cons and prioritize as a strategy
- Task-driven and have the ability to get things done quickly
- Organized and detail-oriented; able to find and access information when needed
- Process-driven and can follow a system to complete projects on schedule
- Proficient with Microsoft Office Suite including Excel, Word, & PowerPoint
- Ability to use technology and outside resources to finish projects quickly
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