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Cary financial services firm is looking for an exceptional, seasoned full time (33-40 hrs/wk.) Executive Assistant with a Bachelor’s Degree and at least 5 years of highly relevant work experience. The ideal candidate is a mature individual with several years of successful and highly responsible experience in a financial business – an investment company, a CPA office, a bank, or perhaps a law office. A CPA and/or CFP™ is an added plus.
Required Experience: Candidate must give verifiable evidence of having demonstrated…
- highest integrity and ethics including confidentiality
- highly effective oral and written communications skills
- outstanding customer service orientation
- superb attention to detail in a complex business environment
- ability to adapt quickly and appropriately to changing requirements
- analytical and problem solving ability
- experience working with one or more relational databases
- familiarity with Microsoft Excel; internet-savvy
- initiative in recognizing what must be done and doing it without waiting to be told
- cooperation and collaboration in a team environment
- ability to willingly take and accurately follow specific direction
- excellent office processes experience
Highly Preferred Experience:
- knowledge/experience in the securities and/or insurance industries
- experience working within a complex regulated environment
- some knowledge of public relations and marketing
Position Responsibilities include:
- complete investment service, financial planning and insurance support activities
- communicate proactively with clients, investment companies and insurers to ensure completeness and accuracy of all forms
- solve a myriad of daily problems and situations that routinely occur
- process client data into web based data organizer system
- maintain email lists and process batch emails
- ensure all office equipment is properly maintained and functioning effectively
- maintain appropriate inventory of all supplies and materials
- provide staff support as required
Qualified and serious candidates send a resume, cover letter (Microsoft Word docs only, please), and salary expectations to: richard.fisher@lpl.com. NOTE: Applications without salary expectations will not be considered. Responses will be sent only to those candidates in whom the company has an interest. |
