Initiative Executive Assistant

SignatureFD is a leading privately held financial design and advisory firm based in Atlanta, Georgia. With $9B+ in assets for over 1,800 client families, we serve high-net-worth individuals, families, and related entities. We believe that people are motivated to have a bigger impact with their wealth. We help clients simplify their financial lives, make better decisions, and bring focus so that they can maximize their time, money, relationships and ultimately, their impact.

Mission of the role:
Maximize Advisor’s reach through exceptional leadership and communication skills

Reports to:
This role reports to the assigned advisor

Primary Function
As an initiative executive assistant, your responsibilities will include, but not be limited to:
• Provide administrative support to the assigned advisor(s)
• Manage advisor(s) calendar, travel, and emails
• Prepare communications and maintain comprehensive records
• Maintain robust professional relationship with clients and aid in execution of marketing and sales initiatives
• Organize and coordinate meetings and projects including preparation of presentations

Qualifications
• Time management, organizational skills and ability to multitask
• Excellent writing, communication, and presentation skills
• Ability to problem solve and self-direct
• Proficiency in full Microsoft Office suite, especially with PowerPoint and Excel

Please submit resumes to jessica.soto@signaturefd.com.