Executive Assistant Job at Capital Wealth Advisors, Naples, FL

dkV6aVRGOU1adERpb0Y1N2NDYnc2UmpVR2c9PQ==
  • Capital Wealth Advisors
  • Naples, FL

Job Description

Experienced professional for growing financial firm needed. 10+ years experience as an Executive Assistant. The ideal candidate will provide top-level assistance for high level executive. Comfortable in a fast-paced environment and able to prioritize, shift focus and manage multiple projects and assignments daily to protect and support the executive’s time. They should be well-organized and be comfortable interacting with clients, scheduling meetings and responding to emails on the executive's behalf. This individual should be able to draft documents and help the executive with any necessary meeting preparation, advanced planning and coordinating all details surrounding the executive’s calendar. 

 

Responsibilities

  • Calendar management for executives
  • Aid executive in preparing for meetings
  • Responding to emails and document requests on behalf of executives
  • Draft slides, meeting notes and documents for executives
  • Utilize CRM to save data and keep notes updated on existing clients and prospects
  • Arrange travel as needed

Qualifications

  • Bachelor's degree or equivalent experience
  • Proficient in Microsoft Office suite
  • Salesforce or CRM experience
  • Experience in managing multiple priorities, administrative coordination, and logistics
  • Well-organized, detail-oriented, ability to multi-task with great follow-up skills
  • Strong written and verbal communication skills

Job Tags

Work at office, Shift work,

Similar Jobs

Paradigm Oral Health

Oral Surgeon Job at Paradigm Oral Health

 ...Role and Responsibilities The Oral Surgeon specializes in surgeries of the mouth, gums, teeth, neck, and jaw. As an Oral Surgeon, you will consult with patients about treatment options, perform surgeries, and keep up on the latest advances in surgical and dental... 

Mile High Multilingual Services, Inc

Translation Project Manager Job at Mile High Multilingual Services, Inc

About Us: Mile High Multilingual Services is a Colorado-based company specializing in professional interpretation and translation services. We are committed to delivering accurate and culturally sensitive language solutions to our clients. This position is focused exclusively...

Indotronix International Corporation

CNC Machinist Job at Indotronix International Corporation

 ...properly identify reactions to buffering and polishing operations. Must have general knowledge of masking techniques. Must be able to obtain and maintain a Confidential Security Clearance. Education Qualification : Minimum High School Diploma or equivalent... 

Mortgage Career Exchange

Human Resources Business Partner Job at Mortgage Career Exchange

 ...One of the largest public companies in Virginia is looking for an experienced Human Resources Business Partner. In this role, you will partner with and deliver support to Corporate business leaders on employee engagement, coaching and development, talent acquisition,... 

Sharp Nursing Medical Staffing

Travel Nurse RN - Wound Care - $2,738 per week Job at Sharp Nursing Medical Staffing

 ...Sharp Nursing Medical Staffing is seeking a travel nurse RN Wound Care for a travel nursing job in Concord, California. Job Description & Requirements ~ Specialty: Wound Care ~ Discipline: RN ~ Start Date: 04/08/2025~ Duration: 13 weeks ~40 hours per week...