Executive Assistant

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 #INOCT2024 #ZRCFS#LI-BF1