Executive Assistant
Website MAI Wealth Management
MAI Capital Management empowers you to simplify, protect, and grow your wealth.
DUTIES AND RESPONSIBILITIES
- Executes a broad variety of tasks for highly visible executive, including managing an active calendar of personal appointments, composing and preparing personal correspondence, arranging complex/detailed travel plans, itineraries, and agendas, and paying a variety of vendor invoices.
- Interactions at all levels within the firm, as well as with external executives, investors, board members, and partners.
- Point of contact for all personal travel both domestic and internationally; on call and available as needed for travel support.
- Prepare and manage expense reports, ensuring accuracy and timely submission.
- Create and maintain organization-wide corporate calendar.
- Assist in the preparation for Division events as needed, including offsite meetings, trainings, and retreats and ensuring all logistics are effectively managed.
- Coordinate and maintain meeting materials, ensuring all necessary documents are prepared in advance.
- Organize and distribute meeting notes, making sure they are accessible to all relevant parties.
- Handle incoming phone calls and messages with professionalism, courtesy, and discretion, ensuring they are appropriately screened and directed.
- Provides administrative support to executives and senior leadership, anticipates needs, and proactively executes support functions with a high degree of accuracy and efficiency
- Provides daily support by organizing and coordinating personal calendars, meetings, distributions, etc. and overseeing various special projects and tasks.
- Handles confidential information/documents with discretion and maintains a high level of confidentiality.
- Proactively identifies and resolves problems.
- Other duties as assigned.
To apply for this job please visit www.simplyhired.com.