Executive Assistant Houston, TX

Houston, MS - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Executive Assistant

Are you a self-starting self-sufficient highly organized individual looking for an opportunity to have a key role in supporting a fast-paced business owner Do you have excellent communication skills and the ability to plan schedule and organize a calendar Oak Harvest Financial Group in Houston TX is looking for an Executive Assistant to be the right-hand employee to the 2 owners. If you are looking for an opportunity to take the initiative to make a difference within the office please apply today!

Minimum Requirements:

Associates Degree
1 years of Executive Assistant experience in a busy office
Intermediate to advanced skills with MS Office Suite
Advanced skills calendaring
Redtail CRM experience preferred

This position requires that you possess the following skills:

Ability to prioritize projects and manage time
Provide outstanding customer service
Excellent communication both verbal and written
Good-natured positive attitude
Self-directed initiative
A desire for continuous learning
Detail oriented with a sharp eye for detail
Ability to adhere to complex regulatory and compliance requirements

Responsibilities:

Assisting the Owners in managing the firm wide offices to exceed excellent and regulatory expectations include:

Managing the owners calendars and emails continuously throughout the day
Screen and direct phone calls and emails respond to inquiries and coordinate correspondence on behalf of the owners
Greet guests in a friendly positive and warm manner
Book all travel arrangements
Prepare PowerPoint presentations
Regular support for the owners with personal errands and tasks outside of standard office work
Keep database up to date and accurate
Assist with expense reports
Ensure owners are organized and prepared for all team and client meetings
Plans manages and executes special projects
Assist with events and client networking
Prepare and edit documents using Microsoft Word Excel and PowerPoint
Prepare owners for speaking engagements
Maintain confidential information
Personal errands for the owners
Responsive to emails texts and phone all outside normal business hours
Various industry specific tasks

Salary:

$60k/year based on experience

Benefits:

Health insurance (employer pays a portion)
401k match
PTO
Sick leave

Hours:

Flexible working hours: 45 hours/week must be available outside normal business hours

Presented by Advisor Employee Services Thank you for your interest in the Executive Assistant role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!

Required Experience:

Executive AssistantAre you a self-starting self-sufficient highly organized individual looking for an opportunity to have a key role in supporting a fast-paced business owner Do you have excellent communication skills and the ability to plan schedule and organize a calendar Oak Harvest Financial Gro...