Job Description
Description
We are looking for a highly organized Executive Assistant to support the CEO in a wealth management company. This person will manage email inboxes, calendars and will perform a variety of administrative tasks efficiently. The ideal candidate brings strong communication skills, attention to detail, and the ability to manage multiple responsibilities in a fast-paced environment. This role is 100% on site in Spokane Valley, WA.
Responsibilities:
• Coordinate calendars, appointments, and client meetings to ensure priorities are managed efficiently and follow-up commitments stay on track.
• Reach out to clients to arrange reviews, confirm meetings, and support ongoing communication for active opportunities and accounts.
• Prepare presentations, meeting documents, and supporting materials ahead of scheduled discussions to ensure all information is complete and ready to use.
• Enter and maintain accurate records of customer i...
We are looking for a highly organized Executive Assistant to support the CEO in a wealth management company. This person will manage email inboxes, calendars and will perform a variety of administrative tasks efficiently. The ideal candidate brings strong communication skills, attention to detail, and the ability to manage multiple responsibilities in a fast-paced environment. This role is 100% on site in Spokane Valley, WA.
Responsibilities:
• Coordinate calendars, appointments, and client meetings to ensure priorities are managed efficiently and follow-up commitments stay on track.
• Reach out to clients to arrange reviews, confirm meetings, and support ongoing communication for active opportunities and accounts.
• Prepare presentations, meeting documents, and supporting materials ahead of scheduled discussions to ensure all information is complete and ready to use.
• Enter and maintain accurate records of customer i...
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