Executive Assistant Job at Vantage Point Financial in Lisle

The Executive Assistant's mission is to stay five steps ahead of the founders, managing administrative details and clearing the way for them to maximize their contribution. As a key asset to the Partners, the Executive Assistant anticipates high-level needs and works independently to support the vision and strategy at Vantage Point Financial. While some tasks are repetitive, they vary weekly based on the Partners’ and business needs. This role requires an intuitive individual who can ensure administrative tasks and projects are handled efficiently, confidentially, accurately, and positively to support the Partners' initiatives.

$50,000 - $60,000 yearly

Meeting Management

• Thorough preparation and follow-up through agendas, note-taking, and distribution of action items

Communication

• Represent the Partners internally and externally
• Manage email inbox and correspond on their behalf

Calendar and Schedule Management

• Handle complex scheduling for both personal and professional commitments
• Follow up on meeting action items and ensure timely completion

Administrative Tasks

• Manage various administrative duties such as booking appointments, conducting research, handling personal requests, and email management
• Prepare and edit correspondence, reports, presentations, and other documents

Travel Arrangements

• Book flights, accommodations, and transportation
• Prepare detailed travel itineraries and handle travel-related issues
• Communicate travel details to their spouses and provide weekly updates on family commitments and schedules

Project Management

• Assist in the planning and execution of projects
• Monitor project progress and provide updates to the executive

Brand Integrity

• Ensure consistent and strategic communication practices that align with brand values and guidelines

Relationship Management

• Building and maintaining relationships with key clients, partners, and team members

Event Planning

• Organize and coordinate company events, conferences, and social functions in collaboration with the Operations Manager and events team

Technology Utilization

• Utilize office software tools (MS Office, CRM) efficiently
• Be open to learning new technologies

Anticipating Needs

• Anticipate the needs of the Partners to eliminate friction at work and home
• Stay proactive in clearing the path for leaders to make their greatest contributions to the business

Personal Assistance

• Occasionally handle personal errands and tasks for the Partners

Finance and Reporting

• Assist with light project management and accounts payable duties
• Prepare weekly expense reports

• Excellent communication skills, time management skills, interpersonal skills, and organizational skills
• Must be comfortable using Microsoft Office
• 2+ years performing supportive duties in a personal assistant or executive assistant role, or similar
• Comfortable meeting deadlines and handling confidential information

• Bachelor's degree preferred, or equivalent experience
• This role is in-person

About Vantage Point Financial

Vantage Point Financial, LLC is a fast-growing holistic financial planning firm. We provide comprehensive financial planning services to create individualized plans that work for clients at every stage of life. We also want to help you reach your full potential! We are looking for hard-working candidates with a passion for financial planning and who genuinely enjoy making a difference in people’s lives.

Benefits:

• Competitive salary and performance-based incentives.
• Comprehensive health and dental insurance coverage.
• Generous retirement savings plan with employer contributions.
• Continuing education and professional development opportunities.
• Access to cutting-edge financial planning tools and technology platforms.
• Opportunities for career advancement and progression within the organization.