Executive Assistant/ Office Manager

Job Description Job Description This job will require some office administration, client service as well as help in client development. Aids the CEO by handling a variety of delegated administrative functions.

Help to achieve goal of having complete systems in place so that firm can be run efficiently with a few employees. (One of the long-term goals is to run paperless offices.) Responsible for overall general office operations such as office equipment and supplies. May also help create and coordinate firm website or other marketing tools. Responsible to help set-up and maintain client accounts, compilation of client, custodian, and firm paperwork; and execution of client and firm tasks such as asset transfers, preparation of reports, and general support of portfolio and investment strategies.

This position requires that you possess the following core competencies: Good client service abilities Critical thinking capabilities Strong initiative Ability to follow instructions from firm leadership Effective written and verbal communication skills The aptitude to learn and understand the financial industry We are open to both full-time and part time applicants.