Executive Assistant to the President

World Trend Financial

World Trend Financial is a full-service investment advisory firm. This position will be in our Cedar Rapids office, although could periodically involve traveling to our Iowa City location.

This position will support and report to the President of the company. 

Duties will include:

  • Written communication, including but not limited to the drafting and editing of personal, professional and client-related correspondence, newsletter articles, hand-written meeting notes, and investment recommendations for the President.
  • Assist with completion of client paperwork and follow up.
  • Document all client interactions into CRM (JunxureCloud).
  • Handle highly sensitive and confidential material and information with discretion.
  • Schedule appointments, arrange meetings and handle all travel itineraries for President.
  • Screen telephone calls, mail, email and visitors for the President.
  • Compile, evaluate and assemble data/information for a variety of reports and correspondence.
  • Manage the President's Outlook Calendar by scheduling meetings, altering him to upcoming meetings and preparing materials for meetings.

Qualified candidates will have the following characteristics:

  • Project a professional company image through in-person and phone interaction.
  • Minimum of 5 years of experience in a professional office setting.  (Previous experience working as an Executive Assistant in a one-to-one support position a plus.)
  • Highly motivated and well-organized.
  • Possess an advanced knowledge of computer programs such as Outlook, Word, Excel, PowerPoint, JunxureCloud and Morningstar Office, and have basic mathematical skills.
  • Ability to recognize and appropriately handle highly sensitive and confidential material.
  • Advanced written and verbal communication skills with the strong command on grammar and punctuation.
  • Meticulous attention to detail and organizational skills.
  • Ability to listen and communicate effectively and efficiently when interacting with clients on the phone and in person, and with the President and other office staff.

Check out our website at:  www.worldtrendfps.com to learn more about our company!  We are an equal opportunity employer, committed to developing an inclusive culture. 

Interested candidates, please submit a cover letter and your resume via email by clicking apply now.

Job Benefits:

PTO, Group Health Insurance, SIMPLE IRA, Holidays

COVID-19 Precautions:

We are working primarily in the office.  All staff have socially distanced work areas.  We encourage staff to be vaccinated, but it is not a requirement.

Application Instructions:

Interested candidates, please submit a cover letter and your resume via email by clicking apply now. 

Applying for:

Executive Assistant to the President

World Trend Financial

(.DOC, .DOCX, .PDF, .RTF, .TXT, .ODT, .PAGES, .WPS up to 2MB)

Job ID: 77126

Posted 16 days ago

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