Executive Assistant – Virtual
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Job Description
Join a growing investment firm as a virtual assistant, handling executive tasks remotely and assisting with personal projects. Must be detail-oriented and proficient in office software.
Responsibilities:
- Email and Calendar Management: You will be responsible for managing and prioritizing emails, appointments, and calendar scheduling, ensuring that all tasks and deadlines are met efficiently.
- Online Research: Conducting thorough online research will be a key aspect of your role. You will be expected to gather information and provide concise summaries to support decision-making processes.
- Data Entry and Organization: Assisting with data entry and organization will be another important aspect of your job. You will need to maintain accurate records and ensure that information is easily accessible for future reference.
- Travel Arrangements: You will be responsible for helping with travel arrangements, including booking flights, hotels, and transportation.
- Personal projects: You will be required to attend to recurring personal life management (ordering groceries, summarizing bills to be paid, restaurant bookings, etc).
Requirements:
- Proven experience as an executive assistant or in a similar role is essential. We are looking for candidates who can hit the ground running and contribute to our team from day one.
- Proven experience in financial planning and wealth management within the Australian market.
- Strong communication skills and attention to detail are vital for this role. You will be expected to communicate effectively, both verbally and in writing, with various stakeholders.
- Proficiency in Microsoft Office, Google Drive, Slack and Zoom is a must. You should be comfortable working with these tools and be able to adapt to new software quickly.
- The ability to multitask and prioritize tasks is crucial. You will often be working on multiple projects simultaneously and should be able to manage your time effectively.
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