Job Description

Job Description

EXECUTIVE ASSISTANT

Salary: $70,000 - $75,000
Location: Dallas / North Dallas
Schedule: Monday-Friday 8AM - 5PM
Remote/On-Site: 4 Days On-Site, 1 Day Remote

Provide administration support to the President with all written communications, including but not limited to the drafting and editing of personal, professional and client-related correspondence, speeches, newsletter articles, meeting notes, and investment recommendations as well as coordinate the President's calendar and travel. Primary core responsibilities:

THE ADMINISTRATION - DUTIES

• Include but not limited to:
• Transcribe all dictation in draft form; revise, edit and print all correspondence in final form for mailing; prepare mailing envelopes and enclosures; copy and deliver CCs/BCCs
• Help with preparation and mailing of performance reports for 2x clients.
• Assist with drafting of speeches.
• Maintain Outlook database and various mailing lists through CRM .
• Update bio and resume yearly or as needed.
• Assemble and maintain information/marketing kits for prospects.
• Order, prepare, and mail Christmas cards.
• Assist with scheduling car maintenance.
• Record webinars as requested for listening or request audio replay and download.
• Update client Matrix every Friday.
• Schedule non client appointments The President’s Calendar.
• Add items to the calendar as instructed by the President.
• Register the President for the events he plans to attend.
• Confirm the President's appointments the day before they are to take place.
• Schedule doctor’s appointments and hair cuts.
• Coordinate the President’s travel arrangements
• Reserve hotel accommodations, flights and ground transportation.
• Coordinate and assist with firm-wide white papers and other mailings
• Mail merges for labels and letters General Office
• Answer roll back telephone calls
• Other duties as assigned

_ REQUIREMENTS:_

• College degree, or High School Diploma plus 3 – 5 years work experience. A strong background in English and some college coursework in English, Communications, and Marketing preferred/helpful
• Possess an advanced knowledge of personal computers, including programs such as Outlook, Word, Excel, PowerPoint, Constant Contact, and have basic mathematical skills
• Must have excellent verbal skills, typing a minimum of 50 WPM, with strong editorial ability and a good grasp of grammar and usage, vocabulary and spelling
• Possess the ability to multi-task, meet stringent deadlines, keep a fast pace under pressure, and show good attention to detail while making minimal errors
• Ability to listen and communicate effectively and efficiently when interacting with clients on the phone and in person, and with the president, office manager, planners, and other office staff
• Possess basic understanding of the financial services industry and terminology
• Ability to utilize extensive internet knowledge for research and administrative use
• Ability to problem solve and effectively present the supporting information and reasoning behind making decisions. Ensure that appropriate people are included in decisions in order to make sound and accurate decisions in a timely manner
• Ability to work at an accelerated pace; be a contributing team member; be self-motivated while working independently
• Ability to set goals, organize and prioritize daily work tasks, while being flexible & accommodating

PrideStaff (North Dallas location) is a locally-owned staffing & placement firm with a strong reputation as a fun-loving, quality-focused service provider. Our employees enjoy the following:

• A professional, supportive team environment

• Representation to North Dallas’ top employers

• Full medical benefits package

• Dedicated consultants that provide industry insights & resources to ensure continued career development

These are some of the many reasons we were recently recognized as one of Dallas’ Best Places to Work!

Company Description

PrideStaff is a national staffing organization, delivering innovative solutions to the challenges employers face every day. Over the years, PrideStaff has been a consistent industry leader, developing technology and service processes that allow our organization to deliver superior performance. With locations across the United States, we're well positioned to partner with clients and candidates to ensure a successful match of employee talent with customer needs. When it comes to your success, we leave nothing to chance!

Our Mission: Consistently provide client experiences focused on what they value most.

Company Description

PrideStaff is a national staffing organization, delivering innovative solutions to the challenges employers face every day. Over the years, PrideStaff has been a consistent industry leader, developing technology and service processes that allow our organization to deliver superior performance. With locations across the United States, we're well positioned to partner with clients and candidates to ensure a successful match of employee talent with customer needs. When it comes to your success, we leave nothing to chance! \r\n\r\nOur Mission: Consistently provide client experiences focused on what they value most.