Executive Assistant To Chief Executive Officer

Company: Hill & Hill Financial, LLC
Location: Woodstock
Posted on: November 22, 2021

Job Description:

READY FOR A CHANGE IN 2022?
Dynamic, growing family-owned retirement planning firm has a position open for an Executive Assistant. The position requires excellent skills and related experience. Tests will be conducted to confirm skill set. Position/Job Duties:The Executive Assistant will respond well under pressure by springing into action to resolve challenges quickly and provide answers to a busy traveling executive. Must have natural high energy and thrive in a busy environment while also being able to work alone to meet deadlines. Must be able to prove experience with: juggling multiple tasks, helping maintain good communication for multi-state office, and supporting additional team members with a positive, solutions-driven attitude. Required Characteristics:

• Sense of Urgency
• Excellent work ethic
• Clear speaking voice
• Honest and confidential
• Punctual and dependable
• Ability to follow instruction
• Teachable and flexible attitude
• Clear and professional speaking voice
• Natural ability to manage, organize and analyze data
• Mature, professional image in attitude, dress and appearance
  Required Experience:
  • At least 10 years working as an Executive Assistant
  • Excellent skills with Word, Excel, database systems
  • Experience with Constant Contact, Linked In
  • At least 2 years of college preferred, but excellent skills and work history may be considered in place of degree. Duties include:
    • receiving incoming client service calls in a professional and friendly manner
    • scheduling appointments for three different office locations
    • routing client calls to the appropriate personnel or resolving question if possible
    • greeting clients professionally and pleasantly
    • scanning, emailing, copying as needed
    • serve as a liaison between Advisor, Vendor, Staff, and clients
    • record and interpret client communications and service activities in database system
    • meeting deadlines and completing tasks in a timely manner
    • assist with client preparation files weekly
    • maintaining client confidentiality at all times
    • handling other administrative and client services duties as they arise
    • periodic day travel between Tennessee and Georgia offices
    • Assist/manage office projects at direction of owners Due to the nature of the financial services industry and confidential nature of materials handled, the candidate must be willing to submit to a background check and other regulatory board submittals as requested. Two professional references are requested.
      Hours:Monday - Thursday, 9-5, Friday 9-1 Location:402 Creekstone Ridge Woodstock, GA 30188 BenefitsThe company offers a three and a half day work week, paid holidays, paid vacation and sick time, Health Saving Account program, 401K, life insurance, bonus pay and a positive and exciting work environment with a great group of people.
      Please visit for information on our company and team. Respond with resume and cover letter outlining your skills and the reason you are the person to take this role. No recruiters please, and no phone calls please. Thank you.

Keywords: Hill & Hill Financial, LLC, Atlanta , Executive Assistant To Chief Executive Officer, Executive , Woodstock, Georgia