JOB SUMMARY

Efficient Wealth Management is seeking a full time Executive Assistant to support the firm with a variety of responsibilities. 

DUTIES AND RESPONSIBILITIES

• Schedule meetings and appointments
• Manage mail, shipping, conference rooms, catering
• Make travel arrangements, such as booking flights, cars, and making hotel and restaurant reservations.
• Maintain office supplies by checking inventory and order items
• Answer incoming calls in the office, take messages and/or routing callers to the appropriate party.
• Some personal assistant activities when requested
• Assisting with marketing related activities in a support capacity

PERSONAL TRAITS

• Organized
• Detail-Oriented
• Support personality
• Excellent communication skills
• Proactively anticipate needs and issues
• Professional demeanor

QUALIFICATIONS

• Minimum 3 years of experience in similar positions
• Proficiency in Microsoft® Word, Excel, PowerPoint, and Outlook
• Detail-oriented, accurate, organized, able to set priorities
• Strong communication skills
• Self-starter, takes initiative
• Strong project management skills
• Team player
• Desire/ability to work successfully in a small company environment

THE PROCESS:

Qualified candidates will be invited to schedule a 15 to 30 minute phone interview conducted by our consultant (who is the hiring manager for this position), then an in-person interview. If there is mutual ground on which to move forward, candidates will be asked to take assessments along the way. Successful candidates must pass a background and credit check.  

We offer benefits of health insurance and 401(k)

Efficient Wealth Management is an Equal Opportunity Employer