Executive Assistant to Executive Vice President
Executive Assistant to Executive Vice President
Equitable Advisors
Charlotte, NC
See who Equitable Advisors has hired for this role
We are currently seeking a dynamic, high-energy individual to provide Administrative Support for the Branch Manager, in this key growth location. This key business partner will be a vital and partner with EVP/Branch Manager in several responsibilities.
- Event and Meeting coordination for Branch
- Travel coordination for Branch Manager
- Finance – expense account management and submission
- Administrative duties to include but not limited to: 1) Branch manager calendar maintenance – scheduling meetings and calls 2) Outlook email – track and maintain branch manager and self 3) Calls, incoming for branch manager, answer, forward and send via email when needed 4) Data collection & report preparation
- Support in the onboarding of new advisors
- Mail incoming and outgoing – back up
- Technology – assist with questions and training
- Position is On-Site- seeking a local candidate with a desire to develop and sustain long-term relationships
Experience:
- Able to resolve conflict, problems, and function independently
- Team Player – small staff so must work together
- Strong leadership skills
- Quick to learn and implement, regardless of result
- Proactive decision-making
- Can organize tasks and prioritize
- Proficient in Microsoft Suite
- Meets deadlines
- Knows how to guide people thru a process
- Displays good judgment & partners where necessary
- Understands the need for confidentiality at all levels of work
- Ability to serve as a contact to and communicate with financial professionals with diplomacy and tact
- 1-2 years' experience
-
Seniority level
Associate -
Employment type
Full-time -
Job function
Administrative -
Industries
Insurance and Financial Services
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See who you knowFeatured Benefits
Inferred from the description for this job
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Medical insurance -
Dental insurance -
Vision insurance -
401(k) -
Paid maternity leave -
Paid paternity leave -
Disability insurance
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