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Executive/Personal Assistant

Our Executive/Personal Assistant plays an important & vital role in working side-by-side with the COO and the CEO.  Confidentiality, a commitment to excellence in everything, and the ability to quickly get up-to-speed on projects and run with them, managing several projects at one time.  A person that can handle interruptions and successfully navigate last minute change of plans with enthusiasm. 

It is important that this person present themselves professionally and be comfortable with traditional and conservative values.  We hire candidates that we find to have integrity, are task oriented and will do what they say they will do, when they say they will do it. If this describes your approach, then this opportunity may be a good fit for you. 

Our office specializes in helping clients financially prepare for and enjoy their retirement.  We successfully help manage investments and retirement income and other aspects of investment and financial planning for our clients and have been in business for over 35 years.  We have an exciting short and long-term vision.     

Duties of Position:

  • Schedule meetings and manage calendars
  • Take accurate and comprehensive notes at meetings
  • Help with daily time management
  • Handle immediate projects and run errands
  • Great communicator, with the ability to quickly establish relationships
  • Plan management travel, including flights, accommodation, and ground transportation
  • Assist the Admin Dept. as needed

Requirements:

  • Enthusiastic and driven personality
  • Strong communication skills
  • Demonstrate proficient computer skills
  • Proactive approach to problem solving
  • Ability to multitask
  • Strong time management and organization skills

Benefits:

  • Starting $16-$25/hr. - based on experience - raises with growth
  • Base salary + potential for short and mid-term bonus program
  • Group Health Insurance, short-term DI, group life ins.
  • Great hours: Fri 8am to noon, Mon-Thurs 8am-5pm
  • Retirement plan with company match
  • Paid Holidays and Paid Vacation Time
  • Training program
  • Fast growing financial services company in the area
  • Newest office building on Clinton by-pass
  • New office in the QCA

Send your résumé to cathy@firstwealthfinancialgroup.com