04/13/2020
Looking for a World Class Personal Assistant.
Would you like to be part of the foundation of a future multinational financial organization? I am building a start up brokerage in the financial industry in Orange County, excited about the future, and have a big vision to build something big, which serves millions of families.
I need an extremely competent, hard working and driven PA. Someone who can handle many tasks on the go and stay in control. Time management and independence is key. Willing to go the extra mile.
We want to meet you, if you:
Are the absolute best at what you do.
Have strong skills is Microsoft Word, Excel, Powerpoint, and Outlook.
Have excellent communication skills- phone & email.
Are able to manage, assign and prioritize daily tasks.
Can manage many things at once.
Pay high attention to detail.
Value being trusted to take on responsibility.
Have the ability to work in a team environment as well as working independently with minimum supervision.
You’ll want to meet us, if you are looking for:
The opportunity to work directly with the owner of a start up financial company.
A workplace that is ground floor and growing.
An employer who values his employees.
Performance bonuses tied to growth of our business.
A variety of challenging work and the ability to learn and grow.
A career that would help you grow in the financial industry.
A positive work environment!
Here’s what you will be doing as our amazing Executive Assistant:
Prepare new client documents (Insurance and Investment).
File and organize client documents.
Answer e-mails and correspondence.
Update, review and follow up.
Monitoring progress towards team targets.
Assist new licensed agents and ensure all paperwork, software and licenses are in good standing.
Organize and file tax receipts on a weekly basis.
Book flights and hotels.
Coordinate with team on organizing events.
Job Type: Full-time
