Administrative Assistant

Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where we come in. We're trained, licensed professionals, and we draw on years of financial planning experience when creating a long-term strategy. Whether your concern is the state of your current portfolio, or not having enough money to last throughout your retirement, we can help.

Our mission is to assist individuals, families and business in planning for their future. Our personal approach provides a guide to pursue your financial objectives.

* Health, Dental, Vision
* Opportunity for growth
* Flexible work schedule

* Research and develop documents and presentations in preparation for meetings
* Anticipate, monitor, and organize schedules according to executive priorities
* Actively manage and prioritize calendars, plan internal and external meetings and videoconference calls
* Create and distribute professional correspondence in traditional and electronic formats
* Correspond on behalf of the executives with partners, stakeholders, clients, and colleagues as directed
* Prepare expense reports and reconcile corporate credit cards
* Ability to operate in a dynamic environment, work independently with minimal supervision, take on multiple tasks, shift priorities quickly, prioritize and achieve timely and thorough completion of assignments.
* Strong interpersonal skills, including the ability to form and maintain effective working relationships.
* Strong planning and organizational skills and key attention to detail; demonstrated track record of managing projects.
* Ability to work in a discreet manner. Maintaining privacy and confidentiality is a must.
* Well-developed and effective written and verbal communication skills, with an excellent grasp of English grammar, punctuation, and format.
* Exceptional computer skills including intermediate or higher-level proficiency in Microsoft Office PowerPoint, Excel, Word, Outlook, Teams, and other business applications.