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Executive Assistant - Financial Services Advisory

Sandy Springs, GA 30327

Posted: 10/14/2024 Employment Type: Direct Hire Industry: Financial Services Job Number: 17090 Field of Expertise: Administrative Remote Friendly: No

Job Description

Our client, a financial services advisory firm, is seeking an Executive Assistant for a direct hire role. Work fully onsite in the office located in Atlanta, GA (Vining/Buckhead area).

Provide high-level administrative and operational support for a partner and other members of the leadership team. This role requires professionalism, discretion, organizational skills, and the ability to manage changing tasks.

Responsibilities:
  • Calendar Management: Coordinate and manage the executive’s calendar, including scheduling meetings, appointments, conferences, and travel arrangements.
  • Communication: Serve as a liaison between the executive and internal colleagues, clients, and (“Fund”) investors. Handle phone calls, emails and correspondence with confidentiality, professionalism, and accuracy for executive and members of the executive leadership team as well as others within the Firm. Act as intermediary to the Fund investors, Fund Managers, and the Fund Administrator.
  • Information Management: Organize and maintain confidential files, documents, and records for the Firm and Fund. Retrieve and compile information as needed.
  • Travel Coordination: Arrange all aspects of travel, including flights, accommodations, transportation, itineraries, and off-site meeting space. Ensure efficient travel plans that align with executive’s schedule and preferences.
  • Support: Assist in the execution of projects and special assignments. Conduct research and compile data to support decision making.
  • Financial Tasks: Assist with expense reporting and documentation. Collaborate with the accounting department to ensure accurate and timely expense reconciliation. Deposit checks for Firm and Fund capital calls. Track wires for Fund capital calls.
  • Recruiting: Schedule candidate interviews.
  • Event Management: Plan, organize and manage a range of internal and external meetings, from client meetings and conferences to corporate and investor functions and networking events. Manage coordination and catering requirements for events.
  • Confidentiality: Handle sensitive information with discretion and maintain a high level of confidentiality.
  • Facility Management: Oversee the day-to-day appearance of the office space, ensuring it is clean and well organized.
  • Marketing Support: Assist with marketing efforts, including managing social media accounts, creating marketing materials, and supporting marketing campaigns.
  • CRM & CMS Management: Learn and manage the CRM system (DealCloud) and website content management system (CMS). Ensure accurate and up-to-date information in the CRM and assist with website updates and content management.

Qualifications:
  • Bachelor degree preferred and equivalent work experience as an executive assistant.
  • Financial Services industry experience highly preferred.
  • Excellent organizational and multitasking skills.
  • Strong written and verbal communication skills. Ability to work independently, prioritize tasks, and meet deadlines with the flexibility to adapt to changing priorities and schedules.
  • Attention to detail and accuracy.
  • Self-motivated to proactively identify challenges and propose solutions.
  • Willingness to learn and expand responsibilities as opportunities are presented.
  • Proficiency in MS Office: Outlook, Word, Excel, PowerPoint (Intermediate).
  • Familiarity with Zoom.
  • Experience with DealCloud or willingness to learn new CRM.
  • Familiarity with website content management systems (CMS) is a plus.

Benefits:
Insurance: Group health, dental and vision insurance
Bonus: Based upon firm and individual performance.
401(k)

Base Salary $70,000.00 - $75,000.00 Final determination of salary will be based on an evaluation of experience, education, budget, etc.
 

Meet Your Recruiter

Trista Wearing
Senior Director Recruiting

Trista joined Corps Team in 2006. She is a results-oriented Talent Acquisition professional with 20 years of Recruiting, Account Management and HR experience. Trista received her bachelor's degree in Human Ecology with a minor in Business Administration from The University of Tennessee.  She is dedicated to delivering exceptional service and consistently amazes our clients with her ability to find the "purple squirrel" (the one in a million candidate for the job).    

Corps Team is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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About Sandy Springs, GA

Explore exciting job opportunities in the vibrant area around Sandy Springs, Georgia! Nestled in the heart of Fulton County, this bustling city offers a perfect blend of Southern charm and modern opportunities. From the serene Riverside Park and the bustling Sandy Springs Performing Arts Center to the thrilling vibes of Mercedes-Benz Stadium, the region boasts a myriad of attractions. With a rich culinary scene, art galleries like Anne Irwin Fine Art, and the Cobb Energy Performing Arts Centre, Sandy Springs is a haven for culture enthusiasts. Join our team and unlock your potential in this dynamic and enchanting community – where career growth meets irresistible charm. Discover job listings in Sandy Springs today and carve out your path in this exciting city!