Executive Assistant/Office Manager

Overview

We are seeking a dynamic and highly organized Executive Assistant/Office Manager to join our team in the financial planning business! This vital role combines high\-level administrative support with comprehensive office management, ensuring smooth daily operations and seamless executive assistance. The ideal candidate will thrive in a fast\-paced environment, demonstrating exceptional organizational skills and a positive attitude. This position offers an exciting opportunity to transition into full time with salary/ profit sharing and benefits within 6 months of start date.

Duties

• No Sales
• Provide comprehensive administrative support to executives, including calendar management, email correspondence, and meeting coordination using tools like Microsoft Outlook Calendar and some in hour proprietary doc imaging systems.
• Manage office record keeping, proposal generation and account application processes through docusign and custodial systems.
• Plan and execute company seminar events with venues, cordinate and schedule client meetings, handling logistics such as venue booking, catering arrangements, and materials preparation.
• Serve as the front desk ambassador by greeting visitors, managing multi\-line phone systems with excellent phone etiquette, and directing inquiries professionally.
• Support project coordination efforts by tracking deadlines, preparing reports, proofreading documents for accuracy, and assisting with transcription tasks.
• Manage confidential information with discretion while supporting personal assistant duties such as travel arrangements and personal scheduling for executives.

Qualifications

• Proven experience in office management or executive administrative support; prior personal assistant experience is highly desirable.
• Strong proficiency with Microsoft Office Suite (Word, Excel, PowerPoint), Google and familiarity with DocuSign for document signing workflows.
• Excellent organizational skills with the ability to multitask effectively in a fast\-paced environment; experience with data entry and filing systems is essential.
• Demonstrated ability to handle clerical tasks such as proofreading, transcription, and maintaining accurate records.
• Exceptional communication skills with professional phone etiquette and customer service orientation.
• Ability to adapt quickly to new technologies and software; strong computer literacy is required. Join us in this energetic role where your organizational talents will keep our office running smoothly while supporting our leadership team! We value proactive individuals who are eager to contribute their skills in a vibrant work environment dedicated to excellence.

Pay: From $28\.00 per hour

Benefits:

• Flexible schedule
• Professional development assistance

Work Location: Hybrid remote in Tampa, FL 33634