Executive Assistant

Rhode Island, RI

Posted: 07/30/2019 Employment Type: Permanent Specialty: Administrative Job Number: 174899 Pay Rate: $60,000 - $80,000

Are you a master multi-tasker looking to expand your professional experience? Do you bring a lot of energy to the professional world? A financial services company seeks an Executive Assistant to join their team! Moreover, this is an innovative opportunity for an imaginative, and exceedingly organized self-starter looking explore all that business has to offer and grow as a professional.

  • Oversee office work flow and modify office procedures as needed
  • Monitor client action items to ensure they are completed
  • Maintain data quality for client record management database and office scanning system
  • Prepare reports for advisor using client and/or office data sources
  • Directly supervise one employee
  • Ensure quality of client presentation materials
  • Keep advisor informed of unresolved tasks/issues
  • Work with office staff to coordinate client appointments for advisor
  • Serve as contact person for outside vendors

  • Bachelor’ s Degree
  • Proficient in Microsoft Office Excel and Word
  • Excellent written and verbal communication skill
  • Strong interpersonal skills
  • Ability to multi-task, take initiative, work independently, and use creative problem-solving skills
  • Enthusiastic, dynamic, organized, analytical and collaborative
  • Aptitude to focus on detail 

Nice to Haves:
  • Experience in the field of financial services; experience with National Financial Services or
  • Commonwealth Financial Network
  • Involvement in a client-based position
  • FINRA Series 6 or7 and 63 knowledge 
  • Practice with CRM systems 

Job ID: 174899

Please note, our client is only considering local candidates currently. Thank you!

If you are already working with a WinterWyman recruiter, please contact them directly; otherwise, please send your resume and contact information to afsearchjobs@winterwyman.com 

WinterWyman Finance and Administrative

With nearly 15 recruiters and staffing professionals specializing in contract, temp-to-perm and permanent HR roles in the Boston and New England areas, WinterWyman takes a consultative approach when recruiting for a full spectrum of Human Resources professionals from entry to senior level, including Recruiters, HR Administrators & Coordinators, Compensation and Benefits professionals, HRIS Administrators and Analysts, HR Generalists and HR Directors / Managers / Business Partners. While the majority of our positions are on a contract basis, we also work on many temp-to-perm and permanent positions. We take the time to assess fit before presenting any candidate with a role, and we thoroughly prepare you with tools, company information and pointers to help ensure success during the interview and beyond. Let us help you find your next opportunity.

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