Job Description

A fast-growing Financial Advisory Firm is looking for an Executive Assistant to support their CEO and small office in Winston-Salem! We are looking for a motivated and talented individual with professional communication skills and a strong work ethic who is excited about finding their long-term career home.

In this exciting role, you will be responsible for gatekeeping and calendar management, managing projects, event planning and providing high-level support to your team and clients.

This role is onsite Mon-Friday

What you’ll do:

• Act as gatekeeper for a variety of incoming calls; communicate with clientele and internal contacts effectively
• Manage calendars and organize internal and external meetings, video conferences, special events, conferences and dinners
• Communicate project updates, timelines, and stay abreast of action items and follow-ups.
• Liaise with internal and external stakeholders, executives, clients and vendors
• Create memos, agendas from staff meetings, correspondence, reports, presentations etc.
• Organize travel arrangements and prepare materials as needed
• Prepare expense reports and invoices
• Assist with office coordination and operations, inventory management, compliance matters etc.
• Work on special projects as assigned

What you’ll need:

• 2+ years of experience in administrative support, preferably in financial services
• Experience supporting a team of individuals strongly preferred
• Bachelor’s degree preferred
• Service-oriented attitude, with excellent communication skills
• Take charge personality, top notch follow-through skills and able to handle confidential information professionally
• Proficiency in MS Office; experience CRM systems and AI
• Professional, refined, and organized demeanor
• Proven desire for career longevity

This firm offers employees 401k after 1 year, a monthly medical stipend, PTO, and the opportunity to work in a collaborative and encouraging workplace. Please submit your resume to be considered!

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