Executive Assistant

Job Description

Job Summary

Provides high-level administrative support.

General Accountabilities

Prepares invoices, reports, memos, letters, financial statements, and other documents.

Answers phone calls and directs calls to appropriate persons or takes messages.

Conducts research, compiles data, and prepares papers for consideration and presentation by executives.

Attends meetings and records minutes.

Greets visitors and determines whether they should see specific individuals.

Reads and analyzes incoming memos, submissions, and reports to determine their significance and then distributes to the appropriate individual.

Performs general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.

Opens, sorts, and distributes incoming correspondence.

Makes travel arrangements for executives.

Prepares agendas and makes arrangements, such as coordinating catering for luncheons and other meetings.

Provides clerical support to other departments.

Manages and maintains executives' schedules.

*The company reserves the right to add or change duties at any time.

Job Qualifications

Education: Associate’s degree

Experience: 3-5 years of related experience; or equivalent combination of education and experience

Skills

Excellent verbal and written communication

Active listening

Service orientation

Coordination

Time management

Monitoring

Judgment and decision making

Company Description

Family-owned business that specializes in helping their clients live and protect their best financial life.