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Financial Services Assistant

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Posted : Monday, August 12, 2024 12:12 PM

Job Overview: We are seeking a highly organized and detail-oriented Executive Assistant to provide support to our executive team.
The ideal candidate will have excellent communication skills, strong computer literacy, and the ability to handle multiple tasks simultaneously.
This is a full-time position based in our office.
Duties: - Assist Senior staff with all aspects of client services - Prepare and edit correspondence, reports, and presentations - Conduct research and compile data for various projects -Attend client meetings and transcribe details for follow-up - Assist with event planning and coordination - Maintain and organize files, records, and documents - Answer phone calls, respond to client requests and redirect inquiries as needed - Greet visitors and direct them to meeting location - Provide general administrative support to the executive team Qualifications: - Proven experience in the Financial Services industry (a current or potential securities licensed individual) - Proficient in computer applications such as Microsoft Office Suite (Word, Excel, PowerPoint) and Outlook Calendar - Excellent written and verbal communication skills - Strong organizational and time management skills - Attention to detail and ability to proofread documents for accuracy - Ability to transcribe meeting minutes accurately - Customer service-oriented mindset We offer competitive compensation and benefits packages.
If you are a motivated individual with exceptional organizational skills and a passion for providing high-level support, we would love to hear from you.
Please submit your application for consideration.
Job Types: Full-time, Part-time, Contract Pay: $60,000.
00 - $75,000.
00 per year Expected hours: 40 per week Benefits: * Paid time off * Professional development assistance Weekly schedule: * Monday to Friday * Weekends as needed Work setting: * In-person Ability to Relocate: * Warren, NJ 07059: Relocate before starting work (Required) Work Location: In person

• Phone : NA

• Location : 45 Mountain Boulevard, Warren, NJ

• Post ID: 9150712714


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