About the role
A financial services company is looking to hire an Executive Assistant to provide operational and administrative support. The candidate will be responsible for facilitating workflow processes, managing client accounts, coordinating advisor communications, and handling client engagement.
Requirements
- Previous experience in an executive assistant role.
- Background in the financial services industry a plus.
- Excellent written and verbal communication skills.
- Proven ability to master integrated digital systems.
- Proactive and intuitive with an ownership mindset.
Hard skills
Administrative SkillsClient ServicesComplianceFile SystemsMeeting PlanningOperations ManagementOrganization StrategiesOrganizational DevelopmentRecord KeepingRegulationsTech Savvy
Soft skills
Answering TelephonesArticulate ClearlyAttention to DetailClericalDependableEfficientHard WorkingManagementMulti TaskingOrganizedProfessionalismQuick to Grasp New IdeasResourcefulSchedulingSelf MotivatedTeam PlayerVerbal CommunicationWritten Communication
