Job Overview:
LHH is seeking an Executive Manager to support the chair of our client's company, and who is also a co-head of CMI. This position is fully on-site and is with an established investment firm in Northwest DC.
Key Responsibilities:
- Sales Support: Handle tasks such as executing trades, setting up new accounts, processing fund transfers, engaging with clients to address their inquiries, and maintaining account-related documentation. Series 7 and 66 licenses can be acquired after joining.
- Portfolio and Investment Research: Conduct research related to portfolios and investments.
- Executive Assistance: Manage administrative tasks for business entities, including reviewing tax documents, ensuring tax payments are made, and executing other related functions.
- Personal Assistance: Prepare and submit expense reports, organize occasional off-site events, and perform filing, photocopying, scanning, and other personal tasks as needed.
- Office Management: Oversee general administrative duties to ensure smooth office operations.
Qualifications:
- Bachelor's degree required
- 5-8 years of prior experience in an administrative or executive assistant role
- Excellent organizational abilities and a strong attention to detail
- Outstanding communication and client service skills
- Proficient writing and numerical aptitude
- Familiarity with Microsoft Office and QuickBooks Online
We offer:
- A stable and friendly work environment
- Opportunities to learn
- Health and life insurance
- Flexible spending accounts
- 401(k) with profit sharing
- Paid vacation and sick days