We are in the process of staffing an Executive Assistant for a financial firm in the Jackson, Mississippi metro area. The client needs someone to handle the following responsibilities. If you are interested, please complete the application.

NEEDS

Interact daily with clients in a professional and personable manner

Manage various administrative tasks

Coordinate development of financial plans for individuals and businesses

Monitor plan performance

Platforms: Microsoft, RedTail

Requirements

Excellent communication skills - time management, prioritizing tasks, working with deadlines

Strong organization skills - time management, prioritizing tasks, working within deadlines, even if ambiguous environments

Proactive, take initiative, exercise good judgement, discretion and confidentiality in all tasks

Adaptable, learn new things, flexible with new systems, tools, processes

Effective communication skills both verbally and in writing with superiors, clients, colleagues, people inside and outside of the firm

Effective in team environment

Proactive attitude and willingness to take on additional project work / responsibilities

Decision maker

Ability to be in-person 5 days a week (8:30am-5:00pm)

Experience in finance and/or insurance (a plus)

$40,000 Salary + health insurance on first day of employment and retirement plan on the first year anniversary

Ideal candidate has a college major / minor of English and Finance

Benefits

Health Insurance

Retirement plan on first year anniversary

Paid Time Off