Join Our Team!
Our firm is always growing. Each member of our team plays an integral part in moving our business forward. We work together to help grow the business, and we have fun while doing it. We provide benefits including competitive salaries, health insurance, matching 401(k) and vacation time. If you want to be part of our team, email your resume to info@gregoryricks.com.
Executive Assistant
Gregory Ricks & Associates, Inc. - Metairie Office
We are seeking a team member to join our growing, client-focused, high-touch financial services firm in our Metairie office. Our ideal candidate will possess a strong willingness to help others with an exceptional attitude, a nurturing and outgoing personality, excellent communication skills, and a professional image.
Objective
The employee in this position is the main point of contact for anyone to reach or collaborate with the CEO and is responsible for keeping the CEO organized, informed, and prepared for anything that comes their way. The duties include scheduling and calendar management, email management, planning and executing meetings, and coordinating travel arrangements. In addition to assisting other team members, the employee assists with Company workshops/events.
Job Duties
THE DAILY LIST INCLUDES, BUT IS NOT LIMITED TO:
- Managing the CEO’s calendar, including setting appointments, scheduling meetings and conference calls, and prioritizing the most sensitive matters
- Managing the CEO’s email, including monitoring inbox and prioritizing and communicating incoming email, writing and editing email, and preparing directed communications on executive’s behalf
- Planning all meeting details including finding a time that works for all parties, prepping CEO for the meeting, and sending out agendas, recaps, and next step action items to attendees.
- Taking minutes at all meetings
- Booking travel for the CEO, including flights, transportation, lodging, and providing a detailed travel itinerary and a few options to fill any down time during the travel.
- Answering phone calls in a polite and professional manner
- Record notes from every client conversation (phone, email, visit, etc.) in the Salesforce CRM database…the priority is service to clients
- Other assigned duties as needed
WEEKLY
- Collaboration in planning and attending company Leadership Council Meetings every Friday and recording notes for distribution
- Attend seminars/workshops – work closely with the Marketing Team
- Other assigned duties as needed
MONTHLY
- Collaboration in planning and attending company monthly training at headquarters every 2nd Friday of the month. Coordinate with departments to create event agenda, plan meals or catering as needed, and record notes for distribution
- Other assigned duties as needed
QUARTERLY
- Planning and executing quarterly company team-building events. Coordinate with departments to create event agenda and plan meals or catering as needed
- Other assigned duties as needed
Knowledge, Skills & Abilities
- Highly organized with strong follow-through
- Process-driven while completing tasks
- Ability to prioritize day-to-day tasks and issues
- Resourceful in problem resolution
- Operate with a proactive approach when dealing with advisors and prospects
- Experience working in a fast-paced environment
- Attention to detail
- A desire for continuous learning
- Ability to adhere to complex regulatory and compliance requirements
Minimum Requirements
- Associates degree
- 4+ years of Executive Assistant experience in a busy office
- Intermediate to Advanced skills with MS Office Suite
- Experience with CRM systems; Salesforce preferred
- Strong written and verbal communication skills
Personal Skills
- Highly organized
- Ability to take direction and absorb information quickly
- Ability to take initiative
- Positive attitude, good-natured
- Self-starter
Benefits
- Medical, Dental, Vision and Disability Insurance
- PTO
- Holidays follow Stock Market Holiday Schedule (for the most part)
- 401k Matching
- Flexibility
Team Focused
- Teammates and Leadership are there to assist when you need help
Open-Door Management
- Feedback in all areas is welcomed
Excellent Environment
- An entrepreneurial spirit, fast-paced environment, but with a strong belief in work-life balance
