Unclassified - Miami, FL
posted 3 months ago
The Executive/Personal Assistant to the CEO will play a crucial role in supporting the owner of a boutique investment firm and law office. This position requires a highly organized individual with experience in a professional office setting, capable of managing a variety of tasks that ensure the smooth operation of the executive's daily activities. The assistant will be responsible for managing the executive's calendar, which includes setting, confirming, and following up on client and vendor appointments. Additionally, the role involves making personal and corporate travel arrangements, as well as organizing conference logistics. The assistant will also prepare for and greet clients during office meetings, ensuring a professional and welcoming environment. Answering phones and serving as a liaison to clients is a key part of the role, as is tracking client birthdays and sending appropriate gifts or cards. The assistant will be responsible for sorting and organizing bills, preparing reports for accounts payable, and overseeing vendors and repair personnel servicing both the office building and the owner's home. Maintaining an up-to-date client database is also essential to this position, requiring proficiency in client database software. This role demands a confident and pleasant personality, as well as a professional front office appearance. The ideal candidate will have experience in an investment or legal office, which will be beneficial in understanding the nuances of the industry. The position is full-time and requires a personal vehicle for any necessary travel related to the job.