Bogart Wealth is hiring: Executive Assistant to Chief Executive Officer (McLean)

Executive Assistant to Chief Executive Officer

About Us: Bogart Wealth is a leading provider of wealth management solutions, dedicated to helping our clients achieve their financial goals. With a focus on personalized service and innovative strategies, we pride ourselves on our commitment to excellence and integrity.

Position Overview: We are seeking a highly organized and proactive Executive Assistant to support our CEO. The ideal candidate will possess exceptional communication skills, a strong attention to detail, and the ability to manage multiple tasks in a fast-paced environment. This role is critical in ensuring the efficient operation of the executive office and will serve as a trusted partner to the CEO.

Key Responsibilities

• Administrative Support: Provide comprehensive administrative support to the CEO, including managing calendars, scheduling meetings, and coordinating travel arrangements.
• Communication: Act as the primary point of contact for internal and external stakeholders, handling correspondence and facilitating communication on behalf of the CEO.
• Meeting Coordination: Prepare agendas, take minutes, and follow up on action items from meetings, ensuring timely completion.
• Project Management: Assist with special projects, research, and data analysis as directed by the CEO, ensuring deadlines are met and objectives are achieved.
• Confidentiality: Maintain a high level of discretion and confidentiality regarding sensitive information and business matters.
• Office Management: Oversee the organization of the executive office, including maintaining files, organizing documents, and ensuring a productive work environment.
• Event Planning: Coordinate logistics for meetings, conferences, and special events, ensuring a professional and seamless experience.

Qualifications

• Education: Bachelors degree in Business Administration, Finance, or a related field preferred.
• Experience: Minimum of 5 years of experience supporting C-suite executives, preferably within the financial services or wealth management industry.
• Skills:
  • Exceptional organizational and time management skills.
  • Strong written and verbal communication skills.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software.
  • Ability to handle multiple priorities with a calm and positive demeanor.
• Attributes:
  • Proactive, resourceful, and adaptable.
  • High level of professionalism and a strong work ethic.
  • Ability to work independently and as part of a team.
• Competitive compensation
• A 401(k) retirement plan with company match
• A fun and friendly team of colleagues

Referrals increase your chances of interviewing at Bogart Wealth by 2x

Seniority level

Associate

Employment type

Full-time

Job function

Administrative

Medical insurance

Vision insurance

401(k)

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