Wittenberg Investments Inc.
Founder and President Wittenberg Investments
Company Description Wittenberg Investments is an independent, fee-only wealth management firm providing investment management and financial planning services to individuals, families, foundations, and institutions nationwide. Headquartered in Southfield, Michigan, and Palm Beach, Florida, we pride ourselves on delivering a highly personalized and objective approach. Our primary focus is to simplify clients’ financial lives by addressing complex investment strategies and planning needs, while offering clarity and confidence. As a fee-only firm, we do not accept commissions, ensuring that our advice is always aligned with our clients’ best interests. Role Description This is a full-time, on-site role for an Executive Assistant located in Southfield, MI. The Executive Assistant will provide executive administrative support, manage daily schedules, coordinate meetings, and handle expense reports. Additional responsibilities include maintaining communication on behalf of executives, assisting in administrative tasks, and ensuring seamless office operations. The role involves working in a fast-paced environment and requires excellent organizational abilities and attention to detail. Qualifications Proven experience in Executive Administrative Assistance and Administrative Assistance Proficiency in managing Expense Reports and providing Executive Support Strong Communication and organizational skills Ability to multitask and manage priorities in a fast-paced environment Proficiency in using office software (e.g., Microsoft Office Suite) and scheduling tools High level of professionalism, discretion, and interpersonal skills Bachelor's degree is preferred but not required Seniority Level
Entry level Employment Type
Full-time Job Function
Administrative
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Company Description Wittenberg Investments is an independent, fee-only wealth management firm providing investment management and financial planning services to individuals, families, foundations, and institutions nationwide. Headquartered in Southfield, Michigan, and Palm Beach, Florida, we pride ourselves on delivering a highly personalized and objective approach. Our primary focus is to simplify clients’ financial lives by addressing complex investment strategies and planning needs, while offering clarity and confidence. As a fee-only firm, we do not accept commissions, ensuring that our advice is always aligned with our clients’ best interests. Role Description This is a full-time, on-site role for an Executive Assistant located in Southfield, MI. The Executive Assistant will provide executive administrative support, manage daily schedules, coordinate meetings, and handle expense reports. Additional responsibilities include maintaining communication on behalf of executives, assisting in administrative tasks, and ensuring seamless office operations. The role involves working in a fast-paced environment and requires excellent organizational abilities and attention to detail. Qualifications Proven experience in Executive Administrative Assistance and Administrative Assistance Proficiency in managing Expense Reports and providing Executive Support Strong Communication and organizational skills Ability to multitask and manage priorities in a fast-paced environment Proficiency in using office software (e.g., Microsoft Office Suite) and scheduling tools High level of professionalism, discretion, and interpersonal skills Bachelor's degree is preferred but not required Seniority Level
Entry level Employment Type
Full-time Job Function
Administrative
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