Executive Assistant/ Account Administration Assoc.
Personally Yours Staffing - Palm Beach, FL

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Personally Yours Staffing now a Corporate Resource Service Company is recruiting on the behalf of our client a Investment Company in Palm Beach for a top notch Executive Assistant to support the CEO and Senior Vice President. The ideal candidate should have 3-4 years of corporate business experience, preferably in financial services or wealth management. Candidate should also be a self starter, must have the ability to anticipate needs while can independently learn new skills on the job, must respect confidential matters, exercise good judgment and discretion with sensitive matters. A Bachelors Degree is a plus. Duties include correspondence both written and on the phone, maintain calendars, coordinate business travel and client meetings, set up electronic filing, perform special project assigned including Excel Spreadsheets and PowerPoint presentations, assist the CEO with personal matters, such as filing, scheduling of appointments and arranging travel, as well as back up support to the receptionist. Other duties include providing assistance with account administration for managed accounts, track all prospects and client interactions in client database, track and assist with compliance, assist with creating marketing materials - ie PowerPoint presentations and spreadsheets. Benefits include base salary with a year end bonus, firm paid health, dental, life and disability insurance, 401K -eligible after six months, 4 weeks per year of paid time off.
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