Executive Assistant - up to $60,000!

$60,000 - $60,000/Yr

Unclassified - Boulder, CO

Full-time - Entry Level

Boulder, CO

About the position

The Executive Assistant position at a Wealth Management firm in Boulder offers a dynamic and engaging work environment where no two days are the same. This role is pivotal in supporting high-level clientele and wealth managers across the globe, ensuring that meetings and deadlines are scheduled accurately and efficiently. The executive assistant will work closely with a dedicated team, maintaining constant communication with clients and employees from major financial hubs such as New York City to Hong Kong. This position not only requires exceptional organizational skills but also a proactive approach to problem-solving and client relationship management. In this role, the executive assistant will be responsible for managing complex schedules, coordinating meetings across multiple time zones, and providing exceptional customer service to a diverse clientele. The ability to interpret data and resolve exceptions with minimal guidance is crucial, as is the capacity to handle demanding clients with professionalism and poise. The executive assistant will also have the opportunity to develop a deep understanding of the firm's accounts through frequent client interactions, which will enhance their knowledge of wealth management products and services. This position is ideal for individuals looking to establish a long-term career in a supportive and incentivizing environment. The firm values its employees and offers bonuses and competitive compensation as part of its commitment to employee satisfaction and retention. If you are seeking a role that combines administrative excellence with client engagement in a fast-paced financial setting, this is the opportunity for you.

Responsibilities

• Accurately schedule meetings and deadlines for high-level clientele and wealth managers.
• Maintain constant communication with clients and employees across global locations.
• Provide exceptional customer service and support to demanding clients.
• Identify and resolve exceptions and interpret data effectively.
• Proactively identify potential problems to maximize client satisfaction.
• Develop working knowledge of accounts through frequent client contact.

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 relevant 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 competitive compensation based on performance.