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Wheaton

    Executive Assistant - Wheaton, United States - BCI - Brokerage Consultants Inc.

    BCI - Brokerage Consultants Inc.
    BCI - Brokerage Consultants Inc. Wheaton, United States

    1 week ago

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    Description

    Executive Assistant | Wheaton, IL


    Our client, a ~10bn Financial Services firm is currently seeking a skilled Executive Assistant to provide vital support to their executive team.

    With a focus on delivering top-notch services and solutions to Financial Advisors, our client is committed to excellence and innovation in the industry.


    Responsibilities:
    Provide comprehensive executive/administrative support, including managing phone calls, emails, and inquiries
    Coordinate schedules, appointments, and meetings for executives and team members
    Prepare and refine documents, reports, and presentations
    Maintain office supplies and ensure the office environment is well-organized
    Assist in coordinating company events and meetings
    Facilitate travel arrangements and accommodations for team members
    Collaborate with various departments to streamline communication and workflow
    Assist with basic accounting tasks such as expense tracking and invoice processing
    Handle confidential information with discretion and professionalism


    Requirements:
    Bachelor's degree in Finance, Business, or a related field
    Previous experience in an Executive Assistant or similar role
    Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
    Strong organizational skills and ability to multitask effectively
    Excellent written and verbal communication abilities.
    Attention to detail with a high level of accuracy
    Capability to work both independently and collaboratively
    Professional and approachable demeanor
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