Executive Assistant to the CEO

About Us 

Bogart Wealth is a leading provider of wealth management solutions, dedicated to helping our clients achieve their financial goals. With a focus on personalized service and innovative strategies, we pride ourselves on our commitment to excellence and integrity.

Job Description

Position Overview: We are seeking a highly organized and proactive Executive Assistant to support our CEO. The ideal candidate will possess exceptional communication skills, a strong attention to detail, and the ability to manage multiple tasks in a fast-paced environment. This role is critical in ensuring the efficient operation of the executive office and will serve as a trusted partner to the CEO.

Education:

Required: Bachelor’s degree

Years of Experience:

Required: 5+ Supporting a CEO

Key Responsibilities:

• Administrative Support: Provide comprehensive administrative support to the CEO, including managing calendars, scheduling meetings, and coordinating travel arrangements. Additional coordination with CEO Personal Assistant on personal calendar.
• Communication: Act as the primary point of contact for internal and external stakeholders, handling correspondence, to include emails, and facilitating communication on behalf of the CEO.
• Meeting Coordination: Be proactive in follow up on action items from meetings, ensuring timely completion.
• Project Management: Assist with special projects, research, and data analysis as directed by the CEO, ensuring deadlines are met and objectives are achieved.
• Confidentiality: Maintain a high level of discretion and confidentiality regarding sensitive information and business matters.
• Event Planning: Coordinate logistics for meetings, conferences, and special events, ensuring a professional and seamless experience.
• Additional: Keep CEO informed on notable office items in order to present him in a positive light and support his reputation.

Qualifications

• Education: Bachelor’s degree in business administration, Finance, or a related field preferred.
• Experience: Minimum of 5 years of experience supporting Chief Executive Officers, preferably within the financial services or wealth management industry.
• Skills:
  • Exceptional organizational and time management skills.
  • Strong attention to detail.
  • Strong written and verbal communication skills.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software.
  • Ability to handle multiple priorities with a calm and positive demeanor.
• Attributes:
  • Proactive, resourceful, and adaptable.
  • High level of professionalism and a strong work ethic.
  • Ability to work independently and as part of a team.

Benefits

• Competitive compensation 
• Health benefits
• Bonus programs
• A 401(k)-retirement plan with company match
• A fun and friendly team of colleagues