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Executive Assistant
Ref No.: 18-02878
Location: New York, New York
Position Type:Full Time
Pay Rate : $ 70,000.00 - 80,000.00 /Year

Our client located near Grand Central Station is a multi-billion dollar investment and insurance brokerage. They are looking for a strong-willed and talent Executive Assistant to report directly to one of their Senior Financial Advisors. This individual will be responsible for running his team and office, while providing high-level administrative support by conducting research, preparing statistical reports, handling information requests and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls and scheduling meetings/

Responsbilities:
  • Type reports, memos, letters and other documents using propriety software
  • Answer phone calls and direct calls to appropriate parties or take messages.
  • Creating financial plans - data input and CRM software management
  • Read and analyze incoming memos, submissions and reports to determine their significance and plan their distribution.
  • Perform general office duties such as ordering supplies and maintaining records management database systems.
  • File and retrieve corporate documents, records and reports.
  • Schedule meetings with clients, colleagues, and conferences for daily to monthly calendars.
Other Requirements:
  • Series 7 and/or life insurance license REQUIRED
  • HIGHLY organized and competent
  • Strong communication proficiency and time management
  • High technical capacity and stress management composure
  • Personal effectiveness and credibility.