Executive Assistant - Wealth Management Firm
Play an important role for one of Omaha’s most respected wealth management firms. Take ownership for all administrative support for the CEO while managing a busy schedule, all e-mail, calls, meeting preparation, travel and a variety of special projects. In this position, you will interface regularly with the high net-worth executives and business owners while scheduling meetings, answering questions, and coordinating solutions to ensure all clients have an excellent experience. A proactive, and highly organized solution provider is needed in this fast-paced position.
- Proactively manage and prioritize a very active schedule for the CEO.
- Manage all e-mail and calls to ensure customers and employees receive excellent service.
- Proactively schedule client meetings with high net-worth executives and business owners for the CEO and two of the firms’ top producers.
- Gather material for all client meetings and off-site speaking engagements.
- Coordinate all travel and off-site leadership meeting arrangements.
- Take ownership while managing event planning, and organizing team-building activities.
- Manage special projects and process improvement initiatives for the firm.
Excellent compensation package including a generous base salary, quarterly cash bonus, generous health, life, dental, long-term and short-term disability, generous PTO, and an attractive 401K match.
To learn more about this opportunity on a confidential basis call Susie Hemphill at 402.334.4800 *244 or send your resume to firstname.lastname@example.org Job Number 8277SH
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