Trustworthiness
Courtesy
Loyalty In our relationships with clients, in our relationship with each other.

Workplace Culture Matters… We pride ourselves in promoting a workplace culture of humility, passion, and excellence. Our team is friendly, down to earth and we treat each other with warmth and authenticity. The Challenge… Position Overview The Executive Assistant (EA) will provide high-level administrative support to the CEO and President. The EA will perform complex, varied and confidential administrative, financial, and Communication functions to ensure the efficiency and effectiveness of day-to-day operations and enhance organizational communications.

Essential Job Functions:

Assist the CEO and President in ensuring that inquiries, requests and/or confidential communications and activities between the CEO and President and other members of the leadership team for action are handled in a timely and effective manner Manage the email inboxes of the CEO and President, reading, responding to and acting upon emails as required. Over time, the successful EA will learn to handle the majority of this task without interaction with the executives themselves. Compose, analyze, edit, and disseminate memos, letters, reports, as well as confidential correspondence Manage the executive calendar for the President and CEO, including scheduling appointments and meetings; coordinating availability of meeting participants, room availability, and other considerations Schedule and coordinate meetings, including preparation of agenda and report materials. Serve as primary contact for the CEO and President for all callers, as well as internal staff, other departments, constituents, and outside agencies/organizations for the Office of the CEO and President Manage travel arrangements for the CEO and President Assist in the coordination, planning and implementation of company events; may be required to drive to a company event Complete projects and special assignments as assigned; establish objectives, determine priorities, manage time and gain the cooperation of others to ensure the smooth completion of the project; monitor progress and provide troubleshooting and/or problem solving when necessary;

Qualifications:

Bachelor's degree and a minimum of five (5) years of administrative experience supporting senior leadership. Wealth management, legal or financial industry firm experience helpful. Experience collaborating with internal partners and external constituencies. Experience may include providing executive assistant or high-level lead administrative support. Advanced computer literacy, including Microsoft Office Suite is required.

Knowledge, Skills and Abilities:

Ability to manage complex administrative tasks and functions independently Ability to prioritize work and make independent decisions regarding procedures and operations Excellent writing skills Ability to work independently, as well as collaboratively; Ability to exercise discretion in handling highly confidential information and working with confidential and time sensitive materials and issues; Ability to multi-task and prioritize tasks while respecting multiple deadlines and using time efficiently; Ability to work in a fast-paced work environment and shift priorities as required; Strong oral communication skills; Strong analytical, organizational, interpersonal and problem solving skills, with the ability to monitor own work for accuracy and thoroughness; Strong attention to detail; Commitment to integrity, excellence, and the highest standards of ethics Licenses Valid driver's license Why Twelve Points?

Generous compensation
Excellent Benefits
Ample Professional Development and Advancement Opportunities
Great Work-Life Balance
We are not your average wealth management firm.

We are so much more. We would welcome your interest!

Check us out at:

www.twelvepoints.com If interested, please submit resume through the Indeed portal TODAY!

Pay:

$75,000.00 - $100,000.00 per year

Benefits:

401(k) matching Dental insurance Health insurance Life insurance Paid time off Professional development assistance Vision insurance

Education:

Bachelor's (Preferred)

Experience:

in an administrative assistant role supporting senior levels: 4 years (Required)

Work Location:

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