Executive Assistant to Managing Partner of Financial Advisory Firm

A financial advisory firm based in Cherry Hill, New Jersey, serving HNW clients and focusing on retirement, tax planning, and philanthropic giving, is seeking an Executive Assistant to the Managing Partner. The role is a true right hand to the MD. The role is 5 days in office. There was an EA in the role for 6 years. The assistant will sit at the reception desk- there is very little traffic coming into the office, only clients who have appointments.

About the Job:

¨     Coordinate and prioritize meetings for the Managing Partner

¨     Vet and prioritize the Managing Partner’s emails

¨     Maintain a busy calendar and prioritize on Managing Partner’s behalf and make sure the day runs smoothly

¨     Compose and prepare confidential correspondence

¨     Prepare materials for meetings; internal and external- calculate and process monetary distributions. 
- Manage the CRM system
- Seminar preparation, be in attendance and follow up call to interested attendees.  
- Manage tracking systems

Open client investment accounts electronically and facilitate in bound transfers of assets

¨     Serve as the first point of contact for the executive office

¨     Coordinate complex travel arrangements and create itineraries

¨     Process expense reports

¨     Greet clients

¨     Some off-hour availability required

About You:

¨     Minimum of 5 years of experience supporting an executive  

¨     BA/BS from a college or university

¨     Excellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook)

¨     Strong communication skills: written and verbal

¨     Strategic thinker

¨     Understand the importance of confidentiality and trust

¨     Polished, professional demeanor and the gravitas to interact with high-level clients

Salary, Bonus, Benefits (medical, dental vision) individual plan paid 100% by employer, 401K, Paid Vacation, Parking

Hours: 8-4 or 9-5