Wealth With No Regrets is hiring: Executive Assistant in Alpharetta

Executive Assistant

We are looking for an Executive Assistant to join our team located in Alpharetta, GA. This role is responsible for providing high-level support that involves calendar management, scheduling travel, and email organization, among ensuring efficient firm operations.

Skills & Experience Needed:

• 2-5 years as an Executive Assistant or Administrative Assistant required
• Bachelor’s Degree, preferred
• Experience using Customer Relationship Management software, preferred
• Accounting experience, preferred
• Desire to be part of a team that is living with purpose, love to support others
• Care about serving people and the client experience is where you shine
• High character and integrity, trustworthy
• Alignment with organizations or groups whose mission is to serve others
• Clear and effective communication in person or over the phone
• Desire to know details and leave no stone unturned when gathering information
• Systematic in your approach; you weigh the pros and cons and prioritize as a strategy
• Task-driven and have the ability to get things done quickly
• Organized and detail-oriented; able to find and access information when needed
• Process-driven and can follow a system to complete projects on schedule
• Proficient with Microsoft Office Suite including Excel, Word, & PowerPoint
• Ability to use technology and outside resources to finish projects quickly

Key Responsibilities:

• Organize, manage and track multiple detailed tasks and assignments that move the business forward
• Provide administrative support to the COO/CFO, including (but not limited to) managing calendars, scheduling client visits, and organizing priorities
• Arrange and coordinate travel plans, such as booking flights, accommodations, and transportation.
• Assist with special projects and initiatives as needed to move the business forward
• Assist with accounting related tasks, such as billing, reconciliation, and reporting
• Handle sensitive information with the utmost discretion and maintain confidentiality at all times.
• Build and maintain positive relationships with clients, prospects, and team

Salary:

• $80K-$100K BOE

Benefits:

• Paid Time Off (PTO): 10 Days per calendar year
• Pay Increases: Increased pay and inflation adjustments annually is possible
• Holidays: Regular full-time employees are entitled to 10 paid holidays each year with extended time around Thanksgiving and Christmas
• Health Benefits: Health plan is available
• Retirement: 3% contribution to 401k
• Fringe Benefits: Lunch catered out each day at the office

Hours:

• Monday-Friday, 9am-5pm (In office)

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