Executive Assistant - part time

Company Description

At ViewPoint Partners were all about technology relationships and client service. Through our Companies Fairview and FilePoint we excel in utilizing regulatory technology to provide services that help our investment advisor and investment company clients fulfill the everchanging compliance regulatory and reporting requirements that come along with the financial services industry. ViewPoint Partners shared operations team advances Fairview and FilePoints mission by enabling each business to spend more time focusing on providing clients with exceptional and tailored solutions.

The Executive Assistant provides highlevel administrative support to company executives by drafting certain documents and presentations communicating with other departments on certain admin topics (e.g. HR IT Accounting) and performing clerical functions such as preparing correspondence light data entry expense reports arranging conference calls and scheduling meetings.

Key Responsibilities:

Manage and maintain executives schedules including scheduling meetings appointments and travel arrangements.

Review prioritize and respond to applicable emails; answer; draft memos and other communications on behalf of the executive.

Organize documents maintain records and take notes at meetings.

Flagging emails light todo list management deadline reminders.

Organize meetings including scheduling sending reminders and coordinating with Logistics team if necessary.

Maintain accurate records related to duties.

Perform minor accounting duties such as handling expense reports and processing mail.

Associates Degree. Bachelors degree preferred.

Proven experience as an executive assistant or other relevant administrative support experience.

Excellent written and verbal communication skills strong organizational skills ability to multitask proficiency in Microsoft Office Suite (Word Excel PowerPoint Outlook Teams).

Professional demeanor attention to detail ability to work independently and strong problemsolving skills.

Working at ViewPoint Partners

At ViewPoint we understand that our employees are our greatest assets. Thats why we offer competitive salaries and excellent career opportunity.

All employees get the full experience including a collaborative and supportive work environment professional development opportunities and companies who truly care about their employees services and clients. And we take pride in our diverse workforce because we know that our differences make us stronger.

ViewPoint Partners and its affiliates Fairview and FilePoint are based in Raleigh NC which is consistently ranked on U.S. News & World Reports annual list as one of the Best Places to Live.

What makes us different

100 employeeowned

Competitive salaries

Ample professional development opportunities

Collaborative diverse team

EEO Statement

ViewPoint LLC. and / or each of its affiliated persons and entities (together referred to herein as the Company) provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local laws. In addition to federal law requirements ViewPoint Partners LLC. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment including recruiting hiring placement promotion termination layoff recall transfer leaves of absence compensation and training.