Boutique Financial Services Company

Executive Assistant & Personal Assistant for Financial Officers

  • Boutique Financial Services Company
  • Campbell, CA
  • Full Time
  • 18 days ago
Salary
$45 - $50 / Hour

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Job Description

We are seeking a full-time in office (not remote) detailed oriented Executive Assistant/Personal Assistant to join our team! You will assist the Financial Officers with running the company and other various tasks to get through the day.

Responsibilities:

  • Assist the Executives in client servicing, monitoring & prioritizing various tasks and deadlines
  • Interacts with other personnel and external contacts, such as clients, attorneys, CPAs, licensing bureaus, court staff and other government agencies
  • Prioritize and manage multiple projects simultaneously and follow through on issues in a timely manner
  • Communicate and handle incoming and outgoing electronic communications on behalf of the executive staff
  • Conduct affairs on behalf of the firm with a high level of professionalism and confidentiality
  • Conduct Internet vendor research, including service and price comparisons
  • Follow up on outstanding issues and track due dates
  • Prepare company payroll numbers for submission to CPA
  • Data entry & reconciliation of company statements
  • Company bill pay
  • Company & client filing
  • Overtime as needed
  • Occasional errand running, office event planning and decorating
  • Booking of travel plans and/or transportation (personal & business)
  • Tracking continued education credits for licensing & memberships
  • Registration & payment for processing of various online & in person continued education opportunities
  • Completion of documentation for renewal of various memberships
  • Completion of documentation for renewal of state license
  • Other duties as assigned

Knowledge/Skills:

  • Fluent speaking, reading & writing in Spanish a plus
  • Excellent & articulate communicator able to express thoughts well in writing and verbally
  • Assist Financial Officers with monitoring & prioritizing various tasks and deadlines
  • Work in a fast-paced environment and display the ability and willingness to meet business critical deadlines
  • Knowledge of basic bookkeeping concepts acquired through work experience
  • Ability to interact with other personnel and external contacts, attorneys, CPAs, financial managers and other government agencies
  • Proficient in using Microsoft Excel and Word

Experience Required:

  • Detail and Project Oriented
  • Ability to Multitask
  • Excellent organizational skills
  • Ability to maintain the confidentiality of all company information for all administrative matters
  • Strong research and problem solving skills
  • Experience scheduling travel arrangements
  • Basic typing ability and use of a 10-key
  • Basic telephone answering & message taking ability
  • Compassion, Wisdom & Maturity

Education & Qualifications:

  • Background check is required
  • AA/AS degree or higher and two to five years experience as an executive administrative support professional

Physical Requirements and Working Conditions:

  • Must possess mobility to work in a standard office setting and to use standard office equipment, including a computer, and to periodically attend meetings at various sites within and away from the office; strength to lift and carry materials weighing up to 20 pounds; stamina to stand for up to 20 minutes; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone.

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