Executive Assistant - LHH : Job Details

Job Overview:

LHH is seeking an Executive Manager to support the chair of our client's company, and who is also a co-head of CMI. This position is fully on-site and is with an established investment firm in Northwest DC.

Key Responsibilities:

• Sales Support: Handle tasks such as executing trades, setting up new accounts, processing fund transfers, engaging with clients to address their inquiries, and maintaining account-related documentation. Series 7 and 66 licenses can be acquired after joining.
• Portfolio and Investment Research: Conduct research related to portfolios and investments.
• Executive Assistance: Manage administrative tasks for business entities, including reviewing tax documents, ensuring tax payments are made, and executing other related functions.
• Personal Assistance: Prepare and submit expense reports, organize occasional off-site events, and perform filing, photocopying, scanning, and other personal tasks as needed.
• Office Management: Oversee general administrative duties to ensure smooth office operations.

Qualifications:

• Bachelor's degree required
• 5-8 years of prior experience in an administrative or executive assistant role
• Excellent organizational abilities and a strong attention to detail
• Outstanding communication and client service skills
• Proficient writing and numerical aptitude
• Familiarity with Microsoft Office and QuickBooks Online

We offer:

• A stable and friendly work environment
• Opportunities to learn
• Health and life insurance
• Flexible spending accounts
• 401(k) with profit sharing
• Paid vacation and sick days