Overview
Executive/Personal Assistant Jobs in Plymouth Meeting, Pennsylvania, USA at Legacy Advisors
Location: Plymouth Meeting
We are seeking a highly organized and detail-oriented Executive/Personal Assistant to support a Partner/Client Advisor of our firm. This role requires a proactive professional who can seamlessly manage executive and personal tasks, including calendar management, scheduling meetings, coordinating travel, and screening calls and emails to ensure efficient communication. Additionally, the Executive/Personal Assistant will collaborate with the Client Team, handle administrative responsibilities, and contribute to various firm initiatives and special projects.
The ideal candidate is a master multi-tasker with excellent communication skills, a positive attitude, and the ability to anticipate and meet the needs of others. Comfort with technology, strong organizational abilities, and proficiency in both verbal and written communication are essential for success in this role.
Position Responsibilities:
Manage calendars and schedule all meetings efficiently.
Coordinate travel plans and itineraries.
Screen and manage mail and email communications.
Track and reconcile expenses.
Provide support to the Client Team as needed.
Assist with personal tasks, including bill payments, benefit claims, and travel arrangements.
Oversee workflow management and provide comprehensive administrative support.
Perform additional duties as assigned.
Minimum of 5 years of experience as an Executive Assistant.
Ability to work both independently and collaboratively in a team environment.
High degree of personal integrity with the ability to handle confidential information with discretion.
Strong work ethic, accountability, and ownership of responsibilities.
Excellent written and verbal communication skills with a professional demeanor.
Exceptional organizational and time management abilities.
Ability to multitask and prioritize effectively in a fast-paced environment.
Proficiency in Microsoft Office, Excel, and CRM systems.
Experience with Quicken software a plus.
Bachelor’s Degree preferred.
Commitment to Legacy’s Core Values of:
Client First
Work Hard
Respect
Always Do the Right Thing
We are seeking individuals who are committed to long-term success with a growing firm that values stability and professional growth.
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Title: Executive/Personal Assistant
Company: Legacy Advisors
Location: Plymouth Meeting, Pennsylvania, USA
Category: Administrative/Clerical (Office Administrator/ Coordinator, Virtual Assistant/ Remote Admin, Business Administration), Business (Office Administrator/ Coordinator, Business Administration)
