Executive Assistant
Konvergent Wealth Partners Konvergent Wealth Partners Gig Harbor, WA Gig Harbor, WA Full-time Full-time From $65,000 a year From $65,000 a year 6 days ago 6 days ago 6 days ago Role Overview Konvergent Wealth Partners is looking for an experienced Executive Assistant to join our growing firm.
The Executive Assistant will be responsible for managing the calendar and communications of our firm's founding lead advisor.
This role will also be responsible for tracking and scheduling appointments, composing thorough meeting summaries, and tracking deliverables to ensure they are completed by deadlines.
This individual will also act as a point of contact for outside professionals we work with such as insurance brokers, attorneys, and CPA's.
In addition to the Executive Assistant responsibilities listed above, we are looking for a candidate who will act as a client concierge by providing support and guidance to our top clients in areas outside of standard financial planning.
Finally, an ideal candidate for this role will have experience utilizing AI or have the curiosity to learn.
This role has the opportunity to grow into a Chief of Staff position by taking on more ownership of the internal project pipeline.
Duties and
Responsibilities:
Schedule and maintain advisors' calendars while using judgement for prioritization Anticipate upcoming meetings to ensure balanced weeks of meetings Ensure all materials and reports are accurate and prepared to a high standard prior to client meetings Ability to draft correspondence in the required format and tone Demonstrate a high level of professionalism and knowledge while interacting with clients Maintain open lines of communication with outside professionals and ensure asks are being completed Tracking of deliverables through our project management software Asana Planning and execution of internal and client facing events Booking of travel and accommodations Maintain client discretion and confidentiality Applicant Competency:
Integrity - Honest.
Trustworthy.
Reliable.
Responsible Client Oriented - Puts the client at the center of decision making Detail Oriented - Meticulous attention to details in all aspects of the job Prioritization - Ability to recognize what the order of tasks needs to be based on a need of the clients Organization - Ability to work under tight deadlines while balancing multiple priorities Listening Skills - Actively listens to those speaking, can identify what needs to be done if not explicitly said Adaptability - Can quickly change priorities and can adjust to seamlessly to change Communication - Clear and concise notes to keeps others informed Drive - Willingness to achieve, needs minimal outside encouragement to complete tasks Follow through on commitment - completes verbal and written agreements without outside monitoring Ambition/Initiative - Desire to grow in role and responsibilities as well as personally Preferred Knowledge, Skills and
Experience:
At least 4 years of experience as an Executive Assistant role for executive or business owners or direct project management work Familiarity in the Finance, Banking or Wealth Management industry Experience with or a curiosity of AI Highly proficient with the Microsoft Office suite, general computer skills and basic office environment technology Prior use with Asana, Slack and CRM preferred About us At Konvergent, we help our clients successfully and confidently navigate life's most important transitions.
With over 50 years of industry experience, we drive results through a commitment of bring exceptional value to our clients and executing on that promise.
At Konvergent, we go beyond just managing investments.
With a network of other professionals and our advance planning strategies, we give clients back their time so they can focus on family, career aspirations and retirement.
Job Type:
Full-time Pay:
From $65,000.
00 per year Schedule:
Monday to Friday
Experience:
Executive administrative support:
4 years (Preferred) Calendar management:
2 years (Preferred) Email Management:
1 year (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
The Executive Assistant will be responsible for managing the calendar and communications of our firm's founding lead advisor.
This role will also be responsible for tracking and scheduling appointments, composing thorough meeting summaries, and tracking deliverables to ensure they are completed by deadlines.
This individual will also act as a point of contact for outside professionals we work with such as insurance brokers, attorneys, and CPA's.
In addition to the Executive Assistant responsibilities listed above, we are looking for a candidate who will act as a client concierge by providing support and guidance to our top clients in areas outside of standard financial planning.
Finally, an ideal candidate for this role will have experience utilizing AI or have the curiosity to learn.
This role has the opportunity to grow into a Chief of Staff position by taking on more ownership of the internal project pipeline.
Duties and
Responsibilities:
Schedule and maintain advisors' calendars while using judgement for prioritization Anticipate upcoming meetings to ensure balanced weeks of meetings Ensure all materials and reports are accurate and prepared to a high standard prior to client meetings Ability to draft correspondence in the required format and tone Demonstrate a high level of professionalism and knowledge while interacting with clients Maintain open lines of communication with outside professionals and ensure asks are being completed Tracking of deliverables through our project management software Asana Planning and execution of internal and client facing events Booking of travel and accommodations Maintain client discretion and confidentiality Applicant Competency:
Integrity - Honest.
Trustworthy.
Reliable.
Responsible Client Oriented - Puts the client at the center of decision making Detail Oriented - Meticulous attention to details in all aspects of the job Prioritization - Ability to recognize what the order of tasks needs to be based on a need of the clients Organization - Ability to work under tight deadlines while balancing multiple priorities Listening Skills - Actively listens to those speaking, can identify what needs to be done if not explicitly said Adaptability - Can quickly change priorities and can adjust to seamlessly to change Communication - Clear and concise notes to keeps others informed Drive - Willingness to achieve, needs minimal outside encouragement to complete tasks Follow through on commitment - completes verbal and written agreements without outside monitoring Ambition/Initiative - Desire to grow in role and responsibilities as well as personally Preferred Knowledge, Skills and
Experience:
At least 4 years of experience as an Executive Assistant role for executive or business owners or direct project management work Familiarity in the Finance, Banking or Wealth Management industry Experience with or a curiosity of AI Highly proficient with the Microsoft Office suite, general computer skills and basic office environment technology Prior use with Asana, Slack and CRM preferred About us At Konvergent, we help our clients successfully and confidently navigate life's most important transitions.
With over 50 years of industry experience, we drive results through a commitment of bring exceptional value to our clients and executing on that promise.
At Konvergent, we go beyond just managing investments.
With a network of other professionals and our advance planning strategies, we give clients back their time so they can focus on family, career aspirations and retirement.
Job Type:
Full-time Pay:
From $65,000.
00 per year Schedule:
Monday to Friday
Experience:
Executive administrative support:
4 years (Preferred) Calendar management:
2 years (Preferred) Email Management:
1 year (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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