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.