Executive Assistant Job at Oak Harvest Financial Group in Houston

Are you a self-starting, self-sufficient, highly organized individual looking for an opportunity to have a key role in supporting a fast-paced business owner? Do you have excellent communication skills and the ability to plan, schedule, and organize a calendar? Oak Harvest Financial Group in Houston, TX is looking for an Executive Assistant to be the right-hand employee to the 2 owners. If you are looking for an opportunity to take the initiative to make a difference within the office, please apply today! Associate's Degree 1+ years of Executive Assistant experience in a busy office Intermediate to advanced skills with MS Office Suite Advanced skills calendaring Redtail CRM experience preferred This position requires that you possess the following skills: Ability to prioritize projects and manage time Excellent communication – both verbal and written Self-directed initiative A desire for continuous learning Detail oriented with a sharp eye for detail Ability to adhere to complex regulatory and compliance requirements Responsibilities: Assisting the Owners in managing the firm wide offices to exceed excellent and regulatory expectations include: Managing the owners calendars and emails continuously throughout the day Screen and direct phone calls and emails, respond to inquiries, and coordinate correspondence on behalf of the owners Greet guests in a friendly, positive, and warm manner Book all travel arrangements Prepare PowerPoint presentations Regular support for the owners with personal errands and tasks outside of standard office work Keep database up to date and accurate Assist with expense reports Ensure owners are organized and prepared for all team and client meetings Plans, manages, and executes special projects Assist with events and client networking Prepare and edit documents using Microsoft Word, Excel, and PowerPoint Prepare owners for speaking engagements Maintain confidential information Personal errands for the owners Responsive to emails, texts and phone all outside normal business hours Various industry specific tasks $60k/year+ based on experience Health insurance (employer pays a portion) PTO Sick leave Hours: Flexible working hours: 45 hours/week, must be available outside normal business hours Presented by Advisor Employee Services Thank you for your interest in the Executive Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today! Seniority level Associate Employment type Full-time Job function Administrative Referrals increase your chances of interviewing at Oak Harvest Financial Group by 2x #J-18808-Ljbffr