Part-time Executive Assistant

• Coordinate and manage executive calendars, ensuring seamless scheduling and timely adjustments
• Organize and facilitate conference calls and virtual meetings using platforms such as Cisco Webex
• Prepare, edit, and distribute correspondence and documentation with a high level of accuracy and professionalism
• Utilize Concur for expense reporting and reconciliation, ensuring accuracy and compliance
• Oversee timekeeping processes using Kronos, ensuring proper tracking and approvals
• Maintain and update CRM systems to support efficient data management and communication
• Provide administrative support for financial services tasks, including payroll and ADP management
• Collaborate with team members to ensure smooth execution of daily operations
• Address and resolve scheduling conflicts and administrative challenges promptly
• Assist in planning and coordinating events or special projects as needed

• Minimum of 7 years of experience in executive-level administrative support
• Proficiency in tools such as ADP, Cisco Webex Meetings, Concur, and Kronos Timekeeping System
• Strong knowledge of CRM systems and calendar management
• Excellent communication skills, both written and verbal
• Proven ability to organize and manage conference calls and virtual meetings
• High level of accuracy and attention to detail in handling correspondence and documentation
• Ability to work independently and prioritize tasks effectively
• Familiarity with financial services processes and systems is preferred

Familiarity with financial services processes and systems

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan