Executive Assistant to the CEO

Job Description

ABOUT JOB

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Executive Assistant to the CEO.

The ideal candidate will be responsible for serving as a trusted partner to the CEO by providing high-level executive and personal support and managing critical priorities and day-to-day operations.

Responsibilities

• Manage calendar, meetings, and travel, ensuring time management is optimized
• Coordinate with CEO’s Chief of Staff and Beacon Pointe Executive Leadership team
• Support and coordinate communications with Kohlberg, Kravis & Roberts (KKR), our private equity partner
• Support board and investor meetings by preparing materials, coordinating logistics, and setting up the boardroom
• Compile notes from meetings
• Maintain confidentiality when handling sensitive legal, financial, and personnel matters
• Screen and prioritize incoming communications to ensure critical matters are handled first
• Manage expense reports and budgets related to the executive office
• Coordinate with internal teams and external business partners/vendors to ensure communications are seamless
• Provide administrative support for organizational planning and communication efforts to maximize efficiency

Qualifications

• Four-year college degree or equivalent experience required (Business Administration, Communications, or a related field preferred)
• Minimum 1-2 years of executive-level support experience (preferably within the financial services or investment industry)
• Experience processing expense reports and reimbursements
• Experience with calendar management
• Excellent interpersonal and verbal/written skills
• Strong commitment to detail with excellent organization and prioritization skills
• Proven ability to work in a fast-paced environment, evolving work environment and able to multi-task
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Office 365, etc.)

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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