Personal Assistant - Confidential : Job Details

Personal Assistant $120k+

Industry Leader in Financial Services is seeking an experienced and detail-oriented Personal Assistant to provide essential support to the leadership team. If you are a highly organized, resourceful professional with a commitment to excellence, we would like to encourage you to submit your resume.

Your Responsibilities:

As part of our team, you will play a vital role in ensuring the smooth operation of the office and client interactions. Your duties will include:

• Scheduling: Managing and coordinating calendars, meetings, and appointments to maximize efficiency.
• Invoices: Preparing, tracking, and processing invoices with accuracy and timeliness.
• Filing: Maintaining digital and physical files to ensure secure and organized record-keeping.
• Ad Hoc Projects: Assisting with a variety of tasks and projects as they arise, demonstrating flexibility and initiative.
• Client Support: Acting as a point of contact for clients, ensuring their needs are met professionally and promptly.

What We're Looking For:

We're searching for someone who embodies the following qualities:

• Exceptional Organizational Skills: You have a proven ability to manage multiple tasks and prioritize effectively.
• Detail-Oriented Mindset: Accuracy is your strength, and no detail escapes your attention.
• Professionalism: You represent the team with a polished, courteous, and client-focused demeanor.
• Tech Proficiency: You are comfortable with Microsoft Office Suite, CRM systems, and learning new tools as needed.
• Problem Solver: You adapt to challenges and find solutions quickly and efficiently.