Capstone Colorado - a MassMutual firm
Executive Assistant
Capstone Colorado - a MassMutual firm, Denver, Colorado, United States, 80285
Executive Assistant
Job Summary:
* The Executive/Personal Assistant to the Managing Partner, aka the General Agent (GA), plays a key role in ensuring the GA is provided with what they need to perform at their maximum level. Join a dynamic and supportive team that values collaboration, respect, and excellence and contributes directly to the GA's overall success and the company's mission.
Duties Include:
* Arranges all scheduling for the GA, including meetings with recruits, other leadership, personal engagements, etc.
* Arranges all travel for GA business and personal
* Makes sure GA reviews and responds to all emails, correspondence, and phone messages
* Provides preparation of documents and/or knowledge for all the GA's meetings, appointments, training sessions, travel and personal commitments
* Run business and personal errands for the GA (ex: pick up dry cleaning, get coffee, drive GA to airport)
* Coordinates various sizes of events by tracking expenses, coordinating orders, confirming attendance, assisting with setting up and tearing down
* Keeps the GA organized and on schedule regarding business and personal matters
* Answers and transfers phone calls, screening when necessary
* Maintains filing systems as assigned
* Retrieves information as requested from records, email, minutes, and other related documents; prepares written summaries of data when needed
* Responds to and resolves administrative inquiries and questions
* Reviews and complies with all incoming/outgoing mail and fax correspondence according to compliance guidelines
* Maintains a system for recording expenses
* Managing optics as an extension of the GA
* Any other tasks assigned by GA
Requirements & Skills:
* Seven (7) or more years of experience as a personal and/or executive assistant
* Able to anticipate needs and challenges
* Able to use discretion and understand confidentiality
* Demonstrated intelligence in exercising judgment and decision-making
* Strong organizational, prioritization, and time management skills to meet tight deadlines
* Keen attention to detail and good record-keeping
* Adaptability, teamwork, and problem-solving skills
* Excellent verbal and written communication skills
* Ability to maintain confidential and sensitive files, information, and reports
* Exceptional skills in Microsoft Office, including Outlook, Excel, Word, and PowerPoint
* Financial services and/or experience in competitive work environments preferred
* Ability to multitask and exceptional time management skills
* High degree of integrity in handling cash, monetary transactions, and fiduciary responsibilities
* The passion to want to learn and grow with a company
* Honest and reliable with a good attitude
* Ability to coordinate and set appointments for multiple calendars
* Shopping or running errands when necessary
* Maintain composure when emergencies arise with adequate problem-solving skills
* Business professional attire
* Reliable transportation and a valid driver's license
* Available to work in person Monday - Friday, 8 am to 5 pm
* Ability to lift at least 20 pounds
Salary Range and Benefits:
- $55,000 - $75,000 annually depending on experience
* Medical, dental, vision, and life insurance
* Short-term and long-term disability
- 401k 5% match
Job Summary:
* The Executive/Personal Assistant to the Managing Partner, aka the General Agent (GA), plays a key role in ensuring the GA is provided with what they need to perform at their maximum level. Join a dynamic and supportive team that values collaboration, respect, and excellence and contributes directly to the GA's overall success and the company's mission.
Duties Include:
* Arranges all scheduling for the GA, including meetings with recruits, other leadership, personal engagements, etc.
* Arranges all travel for GA business and personal
* Makes sure GA reviews and responds to all emails, correspondence, and phone messages
* Provides preparation of documents and/or knowledge for all the GA's meetings, appointments, training sessions, travel and personal commitments
* Run business and personal errands for the GA (ex: pick up dry cleaning, get coffee, drive GA to airport)
* Coordinates various sizes of events by tracking expenses, coordinating orders, confirming attendance, assisting with setting up and tearing down
* Keeps the GA organized and on schedule regarding business and personal matters
* Answers and transfers phone calls, screening when necessary
* Maintains filing systems as assigned
* Retrieves information as requested from records, email, minutes, and other related documents; prepares written summaries of data when needed
* Responds to and resolves administrative inquiries and questions
* Reviews and complies with all incoming/outgoing mail and fax correspondence according to compliance guidelines
* Maintains a system for recording expenses
* Managing optics as an extension of the GA
* Any other tasks assigned by GA
Requirements & Skills:
* Seven (7) or more years of experience as a personal and/or executive assistant
* Able to anticipate needs and challenges
* Able to use discretion and understand confidentiality
* Demonstrated intelligence in exercising judgment and decision-making
* Strong organizational, prioritization, and time management skills to meet tight deadlines
* Keen attention to detail and good record-keeping
* Adaptability, teamwork, and problem-solving skills
* Excellent verbal and written communication skills
* Ability to maintain confidential and sensitive files, information, and reports
* Exceptional skills in Microsoft Office, including Outlook, Excel, Word, and PowerPoint
* Financial services and/or experience in competitive work environments preferred
* Ability to multitask and exceptional time management skills
* High degree of integrity in handling cash, monetary transactions, and fiduciary responsibilities
* The passion to want to learn and grow with a company
* Honest and reliable with a good attitude
* Ability to coordinate and set appointments for multiple calendars
* Shopping or running errands when necessary
* Maintain composure when emergencies arise with adequate problem-solving skills
* Business professional attire
* Reliable transportation and a valid driver's license
* Available to work in person Monday - Friday, 8 am to 5 pm
* Ability to lift at least 20 pounds
Salary Range and Benefits:
- $55,000 - $75,000 annually depending on experience
* Medical, dental, vision, and life insurance
* Short-term and long-term disability
- 401k 5% match