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Executive Assistant To Chief Executive Officer

Company: Freeman Heyne Toma
Location: Cincinnati
Posted on: April 10, 2021

Job Description:

FHT Advisors - Executive Assistant to Managing Partner Our Guiding Principles:At Freeman Heyne Toma, we set out to help our clients and their families realize their ambitions for a good life, both today and in the future. Our success in accomplishing this rests on three main pillars: Trust, Commitment and Caring. Visit our website to learn more. Position Overview: Are you a self-starter who thrives under pressure? Is your goal to empower those around you to perform at their peak? Then this is the role for you! The Executive Assistant will provide high-level administrative support to our firm and our team of financial advisors by assisting in day-to-day operations and managing our company's general administrative activities. The Executive Assistant serves as the primary point of contact for internal and external constituencies on all matters pertaining to the Managing Partner. The ideal individual will have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain balance among multiple priorities. The Executive Assistant will have the ability to work independently on projects, from conception to completion, and must be able to work under pressure at times to handle a wide variety of activities and confidential matters with discretion. Primary Responsibilities:

  • Provide overall assistance and administrative support for and develop a strategic business partnership with the Managing Partner
  • Act as a liaison between the Managing Partner and internal employees / external clients
  • Organize and maintain the Managing Partner's calendar - coordinate, schedule, and organize business/personal visits, meetings, conference registrations and make business travel arrangements
  • Work closely and effectively with the Managing Partner to keep him well informed of upcoming commitments and responsibilities
  • Assist the Managing Partner in preparing to participate and effectively lead key meetings and events, including content development, research and coordinating activities of other contributors
  • Assist with preparing meeting agendas, accurately recording meeting notes, and tracking follow-ups on action steps, as needed
  • Research, prioritize, and follow up on incoming issues and concerns addressed to the Managing Partner, including those of a sensitive or confidential nature. Determine appropriate course of action, referral, or response.
  • Tactfully handle difficult situations with staff and clients while remaining positive and professional. When needed, escalate issues to the appropriate staff members
  • Prioritize conflicting needs; handle matters expeditiously, proactively, and follows-through on projects to successful completion, often with deadline pressures
  • Screen, sort and handle telephone calls, filing, and incoming mail. Manage information flow timely and accurately
  • Drive annual priority setting process - works with functional area leaders to define objectives and performance metrics for each priority, establish a quarterly calendar of scorecard reporting and facilitate periodic progress and status reviews
  • Deliver world-class customer service to clients - both over the phone and in person
  • Champion a strong company culture; driving collaboration and partnershipQualifications / Experience:
    • Proven experience as an Executive Assistant or other relevant administrative support experience
    • Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail
    • Demonstrated proactive approaches to problem-solving with strong decision-making capability-- Excellent time management skills
      • Make appropriate, informed decisions regarding priorities and available time
      • Exceptional organizational skills and attention to detail
      • Maintains customer confidence and protects operations by keeping information confidential
      • Excellent verbal and written communication skills
      • Very strong interpersonal skills and the ability to build relationships with stakeholders co-workers, clients and various business contacts in a courteous and professional manner
      • Ability to complete a high volume of tasks and projects with little or no guidance
      • Proficiency in using various software packages such as CRM /Microsoft Office Suite (Word, Excel, OneNote, PowerPoint, SharePoint, Teams etc.), etc.How to Apply:
        • If you are interested in applying for this position, please submit your resume and cover letter to .

Keywords: Freeman Heyne Toma, Cincinnati , Executive Assistant To Chief Executive Officer, Executive , Cincinnati, Ohio

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