Executive Assistant / Client Liason


: $57,840.00 - $82,540.00 /year *

Employment Type

: Full-Time


: Administrative/Clerical

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Summary of Position:

The Executive Assistant / Office Manager will be responsible for the administrative, operational, and organizational management of the office. The ideal candidate will be experienced in handling a wide range of operational and executive support related tasks, will be exceedingly well organized and flexible, and will enjoy the administrative challenges of supporting a small office. This individual must be able to function effectively in a variety of roles within a dynamic environment under minimum supervision.

This position requires frequent communication and coordination with new and existing clients to assist with account set-up during the on-boarding phase and managing relationships with existing clients to ensure funds are accurately transferred on a month-to-month basis.

Key Duties & Responsibilities:

  • Assist the President & CIO with his daily schedule and duties, to include managing his calendar, commitments, and various personal tasks (planning itineraries, developing agendas and meeting materials, reporting expenses, etc.)
  • Provide client liaison support to the Investor Relations / Marketing team
  • Maintain relationships with clients and ensure all paper / online client records are organized and kept up to date
  • Assist the Marketing team with maintaining marketing materials
  • Assist with expense reports and corporate credit card reconciliations
  • Perform general office management duties

Skills & Experience:

  • Excellent verbal and written communications skills
  • Excellent organizational skills and attention to detail
  • Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint); particularly Microsoft Excel
  • Positive and outgoing individual who enjoys interacting with co-workers and clients
  • Team-focused: enjoy working as part of an active group of highly engaged individuals, sharing information readily with co-workers, and listening to and respecting others; able and willing to assist co-workers in the development of their own professional skills in order to ensure the team s success
  • A person who presents a high degree of honesty, professionalism, trust, integrity, and cultivates these qualities in others
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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