Executive Assistant
: Job Details :


Executive Assistant

Carbon Wealth Management

Location: Carrollwood,FL, USA

Date: 2024-11-08T04:05:15Z

Job Description:

Our Executive Assistant opening is an opportunity to work in a professional setting, at an intimate, yet, growing work environment. CWM's primary internal goal is to provide our clients with an unparallelled service experience. The Executive Assistant will report to CWM Executives, and directly support all others within our office, with the help of any provided additional support staff, likely a Client Service Associate. This role will provide operating leverage to CWM with a particular focus on the day-to-day administrative needs. In this regard, professionalism, organization, timely delivery of work assignments, and confidentiality are critical.

Responsibilities are heavily administrative and project management based. They include executive calendar management and scheduling, prioritizing, triaging, and responding to emails, internal administrative support, document preparation, maintaining records and note taking, and client and cross-departmental communication. Tantamount to this role is confidentiality. Candidates must exercise extreme discretion and be comfortable handling highly sensitive materials.

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