Unclassified - Boulder, CO

posted about 1 month ago

Full-time - Entry Level
Boulder, CO

About the position

The Executive Assistant position at a Wealth Management firm in Boulder involves providing high-level support to executives and managing schedules for clients and wealth managers globally. This role requires excellent communication and customer service skills, as well as the ability to handle complex scheduling across multiple time zones.

Responsibilities

  • Accurately schedule meetings and deadlines for high-level clientele and wealth managers.
  • Maintain constant contact with clients and employees across various global locations.
  • Support C-Level executives in their daily operations and client interactions.

Requirements

  • Excellent interpersonal, verbal, and written communication skills.
  • Exceptional customer service skills.
  • Ability to identify and resolve exceptions and interpret data.
  • Ability to resolve complex problems with minimal guidance.
  • Excellent computer skills, especially in Microsoft Office applications.
  • Associate degree or five or more years of experience.

Nice-to-haves

  • Experience scheduling in multiple time zones.
  • Skilled in Outlook and calendar coordination.
  • Experience working with demanding clients from major world cities such as NYC, Hong Kong, and Paris.
  • Superior knowledge of wealth management products.

Benefits

  • Bonuses and compensation incentives.
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