Executive Assistant to CEO - Ontario, United States - Falcon Wealth Planning, Inc.

Description

Executive Assistant to the CEO

Job description:

As the Executive Assistant to the CEO, you will play a critical role in supporting the CEO in his daily activities and ensuring a smooth operation of the executive office.

This position requires a highly organized detail-oriented individual with excellent communication and interpersonal skills, as well as the ability to handle sensitive information with confidentiality and discretion.

Responsibilities:

1.


Calendar management:

Efficiently manage the CEO's calendar including scheduling meetings appointments and travel arrangements anticipate scheduling conflicts and proactively resolve them to optimize the CEO's time.

3.


Meeting Coordination:
Prepare agendas, materials, and presentations for meetings attended by the CEO. Take accurate minutes and follow up action items to ensure timely execution.

4.


Travel Arrangements:
Coordinate travel logistics for the CEO including booking flights, accommodations, transportation, and preparing travel itineraries. Anticipate and address any travel related issues or changes.

5.


Information Management:

Maintain and organize filing system for important documents records and contacts ensure that the CEO has access to relevant information and documents when needed.

6.


Executive Support:

Provide administrative support to the CEO as needed including expense reporting, budget tracking and other tasks to facilitate their day-to-day activities.

7.


Project Assistance:
Assisting the CEO and managing special projects and initiatives, conducting research analyzing data and preparing reports as required.

8.


Confidentiality:

Handle confidential and sensitive information with the utmost discretion maintaining a high level of professionalism and integrity at all times.

9.


Relationship Management:
Cultivate positive working relationships with internal and external stakeholders representing the CEO's office with professionalism and diplomacy.


Qualifications:

• Bachelor's degree in business, Administration Management, or related field preferred.
• Proven experience as an executive assistant or similar role supporting C level executives.
• Excellent organizational and time management skills with the ability to prioritize tasks and meet deadlines in a fastpaced environment.
• Strong written in verbal communication skills with meticulous attention to detail.
• Ability to exercise sound judgment and discretion when handling competitive information bullet point flexibility and adaptability to accommodate shifting priorities and unexpected changes.
• Professional demeanor and strong interpersonal skills with the ability to interact effectively with individuals at all levels.
• Experience in project management and research capabilities are a plus.
• Experience working as an assistant in the financial services sector is a HUGE plus

-
3400 Inland Empire Blvd. Ste. 100_
-
Ontario, CA 91764_


Pay:
$60, $75,000.00 per year


Benefits:

• 401(k)
• 401(k)

matching

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to Relocate:

• Ontario, CA 91764: Relocate before starting work (required)

Work Location:
Hybrid remote in Ontario, CA 91764