Executive Assistant Job at MainStreet Wealth Management in Louisville

Executive Assistant for Senior Partner at MainStreet Wealth Management

The Executive Assistant provides administrative support to ensure efficient operations of day to day business. Supports the senior partner through a variety of tasks related to organization, communication and administrative functions. Ability to communicate effectively via phone and email, ensuring that all duties are completed accurately and in a timely manner. Responsible for confidential and time sensitive material.

Responsibilities include:

· Preparing materials for client meetings including reports and new account paperwork

· Maintaining files and records

· Day to day oversight of communications including taking calls and answering emails

· Assisting clients with scheduling meetings, taking distributions and general questions

· Managing and maintaining schedules, appointments, and travel arrangements

· Gathers information and develops summaries as requested.

· Various administrative tasks including, typing, making copies, taking notes, filing, and general office organization

Requirements

· 3 years of previous administrative support experience

· Proficient in Microsoft Office, particularly Word and Excel.

· Excellent writing and editing skills

· Ability to respect and adhere to the confidential nature of the work

· Preferred Bachelor’s Degree

· Preferred knowledge of the financial or investment industry

Hours: 9:00-4:00 M-F