Executive Assistant providing comprehensive support to the Executive Committee at XR, managing calendars, travel, and office logistics.
About the role
- Executive Assistant managing scheduling, client communication, and administrative tasks for wealth management advisors. Supporting client relationships and strategic financial planning at Park Street Advisors.
Responsibilities
- Manage calendar and email inbox for wealth management advisor
- Schedule client meetings
- Manage client experience
- Keep electronic files organized
- Update and maintain CRM system
- Coordinate all mailing
- Generate various reports
- Track licensing/certifications
Requirements
- Commitment to maintain a high degree of confidentiality
- Work effectively with people at all levels
- Present a helpful, get-it-done attitude
- Strong written and oral communication skills
- High attention to detail and organizational skills
- Ability to multi-task and work in a fast-paced environment
Benefits
- Hybrid Work Schedule
- Unlimited PTO at employer’s discretion
- 65% employer subsidy on health insurance
- 100% employer paid dental and vision insurance
- Employer Paid Continuing Education
- Employer Paid Monthly Parking
- 401(k) with employer match and discretionary profit sharing
- Group short term and long-term disability insurance
- Maternity / Paternity Leave, and more!
Job title
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Experience level
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Degree requirement
Location requirements
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