Job Description

Our client, a well-known and respected Wealth Management Firm, is looking to hire an Executive/Personal Assistant to support their CEO in their Memphis, TN office. This is an incredible opportunity to support a dynamic, extremely driven, and brilliant individual. The successful candidate must have the highest level of confidentiality, discretion, and attention to detail, as well as a very hardworking mentality and sunny disposition. This is a hugely team driven environment and the ideal candidate will work well with direct reports as well as the larger team. This role requires the candidate to be in office on a hybrid basis (3x a week in and 2x a week WFH—working around the executive’s schedule).

RESPONSIBILITIES:

• Provide top notch Executive & Personal support to the CEO
• Organize and coordinate full travel arrangements (domestic and international) for business and personal needs
• Maintain a high-volume schedule and personal calendar and maintain contacts
• Prepare and submit personal and business expenses
• Schedule meetings and appointments
• Screen and handle calls, provide information, take messages
• Prepare correspondence
• Liaise with drivers, household staff, decorator, etc., and set protocols 
• Coordinate kids' schedules
• Coordinate dining reservations and help plan events
• Brainstorm and purchase gifts and handle returns
• Assist with various office needs and tasks
• Run errands when needed
• Tackle ongoing ad hoc projects as requested

REQUIREMENTS:

• 10-15+ years working for C-Suite execs preferably out of a financial services firm
• Superb written and verbal communication skills
• Excellent knowledge of administrative procedures
• Detail-oriented, organized and punctual
• Ability and willingness to take initiative
• Proficient with Microsoft Suite
• Must be dependable, hold confidentiality and possess discretion
• Ability to work well independently and as part of a team
• Detail oriented
• Excellent process management skills
• A flexible and positive approach to the job is a must!
• Bachelor's degree is preferred

SALARY:
$80-100K (DOE) + discretionary bonus + excellent benefits

HOURS:
8/8:30am-5:30/6pm + 24/7 mentality

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Job Tags

Flexible hours,

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