EXECUTIVE ASSISTANT
Austin, TX OR SAN FRANCISCO, CA
The Executive Assistant will collaborate with our Executive Team to prioritize and accomplish business strategies and development. This individual must have strong critical-thinking skills and work well individually as well as part of a team. A qualified candidate is a clear communicator, is detail-oriented, has a high degree of follow-through, handles multiple tasks efficiently, and thrives in a fast-paced working environment where each day is different.
DUTIES and RESPONSIBILITIES:
Shadows Financial Planning Associates and Financial Planning Manager
Interacts with other team members and departments to provide excellent client service
Completes client and advisor requests and any special projects as assigned by manager
Helps to schedule client meetings and prepare meeting presentations
Accurately records minutes from meetings
Participates with the CEO/President in strategic planning, policy development, and decision-making
Inputs data into financial planning software
Uses various software, including word processing, spreadsheets, databases, and presentation software
Data entry into Advisor CRM
Provides general administrative support
KNOWLEDGE and SKILLS:
Bachelor’s degree, preferred
Advanced user of Excel and PowerPoint
Cooperative spirit and drive; Ability to work independently but also in a team
Strong attention to detail and ability to follow through on projects effectively
Excellent communication, organizational, interpersonal skills, and phone etiquette
Location Options:
San Francisco, CA
Please send resume and cover letter if interested to careers@optascapital.com