Executive Assistant - Creative Financial Staffing

Executive Assistant

CFS has been retained by a close-knit organization that is searching for a strong executive assistant that has prior financial services experience and can work with 4 executives within the organization.

About the organization:

• Great work life balance
• Possible bonus based on branch performance
• Medical and dental insurance
• 401k with match

Executive assistant duties:

• Face of the office – great clients and answer phones
• Manage schedules for 4 executives
• Work with setting up clients in the system
• Office and administrative tasks

Executive assistant qualifications:

• College courses or degree preferred
• Prior knowledge in wealth management/financial services
• Prior executive assistant knowledge

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