Position: Executive Secretary
Company: Sweetgum Labs Wealth Management
Overview:
Sweetgum Labs Wealth Management is a leading financial firm that provides comprehensive wealth management services to high-net-worth individuals and families. We are seeking a highly organized and detail-oriented Executive Secretary to provide administrative support to our Executive team. This is a full-time position with a competitive salary and benefits package.
Key Responsibilities:
- Manage calendars of Executive team, book appointments and schedule meetings
- Coordinate travel arrangements, including flights, accommodations, and transportation
- Prepare and organize documents, reports, and presentations for meetings and presentations
- Screen and direct phone calls and emails, responding on behalf of the Executive team when necessary
- Manage and maintain confidential and sensitive information
- Liaise with clients, vendors, and other stakeholders on behalf of the Executive team
- Assist with special projects and assignments as needed
- Act as a point of contact between the Executive team and other departments within the company
- Maintain office supplies and equipment, ensuring everything is in working order
- Handle incoming and outgoing mail and correspondence
- Perform general administrative tasks, including filing, photocopying, and data entry
Requirements:
- Proven experience as an Executive Secretary or similar administrative role
- Excellent organizational and time-management skills
- Strong interpersonal and communication skills
- Ability to maintain confidentiality and handle sensitive information with discretion
- Proficient in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint
- High attention to detail and accuracy
- Ability to multitask and prioritize tasks effectively
- Professional and polished demeanor
Benefits:
As a valued member of our team, we offer a competitive salary and benefits package, including health, dental, and vision insurance, retirement plans, and paid time off. You will also have the opportunity to work in a dynamic and collaborative environment with a supportive team.
Sweetgum Labs Wealth Management is an equal opportunity employer committed to diversity and inclusion. We welcome and encourage applications from individuals of all backgrounds and abilities.