Executive Assistant
GCI Advisors
Executive Support
- Manage and optimize the Founder’s calendar, appointments, meetings, and travel arrangements.
- Coordinate internal and external meetings, including agenda preparation, meeting materials, and follow-up action items.
- Screen and prioritize emails, phone calls, and correspondence.
- Assist with inbox management and ensure timely responses to clients and stakeholders.
- Prepare reports, presentations, proposals, and professional correspondence. Client & Relationship Management
- Serve as a primary point of contact for clients and business partners.
- Coordinate client onboarding, document collection, and engagement workflows.
- Maintain accurate client records and communication logs.
- Ensure exceptional client service and timely follow-up on requests.
- Support day-to-day firm operations and special projects.
- Maintain filing systems, databases, and CRM records.
- Assist with document management, electronic signatures, and workflow tracking.
- Coordinate events, webinars, networking activities, and client appreciation initiatives.
- Help implement and improve administrative processes and efficiencies.
- Track key initiatives and ensure deadlines are met.
- Coordinate with team members on projects, deliverables, and client engagements.
- Prepare status updates and progress reports for leadership.
- Support strategic initiatives and business development activities.
- Handle sensitive financial, tax, client, and business information with the highest level of confidentiality.
- Exercise sound judgment and discretion in all interactions.
Vacancy posted 1 hour ago
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