Senior Executive Assistant Job at Orion Advisor Solutions
Orion Advisor Solutions Philadelphia, PA
$58,980 - $86,621 a year
The Senior Executive Assistant is responsible for providing high-level administrative support to multiple leaders. This person will manage and ensure the effectiveness of the company’s administrative tasks and issues such as scheduling, planning, and facilitating office meetings and other administrative actions.
They are responsible for the Berwyn, PA office administration responsibilities including coordination with Orion and building facilities management, mailroom, front desk, and management of employees that help fulfill certain of these responsibilities.
Essential Functions of the Job
-
Maintains executive(s) calendars, resolves scheduling conflicts, prioritizes calendar events, keeps all contacts up to date, schedule/organize meetings for team (weekly, monthly, quarterly), assists executive(s) with travel arrangements (airfare, train, hotel, rental car), and registers executive(s) for conferences or classes.
-
Administrative support to executive(s) by creating PowerPoint presentations, Excel spreadsheets, print reports, bind presentations, make copies, filing, data entry, distribute mail to department members, assist with any other general administrative needs.
-
Monitor office supplies, ensure the kitchen areas are maintained, and order lunches for meetings and other special orders as needed.
-
Plans/coordinates ongoing team meetings, team building events and offsite meetings.
-
Supports Investment Team with preparation for due diligence meeting visits.
-
Supports Destinations Funds team in planning and coordinating the quarterly or special Destinations Trust Board meetings including booking accommodations for board members and helps in coordination of participants in meetings.
-
Supports Wealth Advisory team in finalizing proposals for delivery to clients, creating “moments” by helping PMs with handwritten notes to new financial advisors, scheduling of calls for PMs, input of new client information in Salesforce, and provide support for special projects.
-
Manage relationships and expenses for: vending, USPS, UPS, FedEx, office equipment, office supplies, kitchen supplies, shredding bins, and plants. Periodically evaluate expenses and retain new vendors if warranted.
-
Main contact with building facilities management and other companies as necessary to ensure proper standards are met for housekeeping, maintenance, fire alarm, etc.
-
Main contact to work with Orion Facilities Management for support of Berwyn office.
Education Needed to Perform the Job
-
High school diploma/GED; Bachelor’s degree preferred.
-
Obtain Orion Industry Certification.
Experience Needed to Perform the Job
-
Minimum of 2-4 years of experience as an executive assistant or in a similar role required.
-
Experience with executive-level calendar management and multiple calendar management as well as executive email inboxes.
-
Maintains high level of integrity and discretion in handling confidential information and dealing with professionals both inside and outside of the company.
-
Experience coordinating event logistics preferred.
#LI-AP1
Salary Range:
$58,980.00 - $86,621.00
The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.
Please Note :
ajayjain.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, ajayjain.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.