Executive Assistant Quantum Financial Advisors - Rockville, MD

[Michiel Perry]

Executive Assistant 
Quantum Financial Advisors - Rockville, MD

to President  Executive Assistant to President  The following are responsibilities for the Executive Assistant:  1. ????????????? Organize filing system; utilize contact management software; create database for client information  2. ????????????? Vendor contact; office machines and products, telephone system , Investment Platform and banking relationships.  3. ????????????? Personnel including  a) ????????????? Payroll  b) ????????????? Employee Benefits  c) ????????????? Track sickvacation time  d) ????????????? Reviews  e) ????????????? Assist in hiring staff and interns  4. ????????????? Coordinate staff  5. ????????????? Create and update office calendars (travel/vacation schedules)  6. ????????????? Implement office-meeting schedules ? weekly ? (To increase internal???????? communication with research team, sales team, etc.)  7. ????????????? Assist in annual client reviews.  8 . ????????????? Create reports to monitor client investments (how many assets in x find, y stock and z bonds; cash available, etc.) Also create sales reports to monitor sales team efforts.  9 .?? ????????????? List whatever projects you have and prioritize!  Newspaper Ad Description Sample  Investment Management Firm seeking Executive Assistant with 2+ years business experience. Must be flexible in a fast-paced environment. Experience with a Brokerage firm or bank a plus.? Background to include MS Word, Access, Excel, PowerPoint, Lotus, Internet Savvy (searching, LinkedIn, SlideShare and Facebook) database management & light accounting a plus. Will lead to office management Opportunity . Salary commensurate with experience.  Please send resume to,  Quantum Financia l Advisors, Inc.  51 Monroe Street , Suite PW-06,  Rockville , MD 20850  Or fax to 202-955-9204 after 5PM  Email: qfa...@comcast.net ?  washingtonpost.com - 18 hours ago - save job - block » View or apply to job

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Michiel Perry
804-896-2220