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Account Executive Salary in Scottsdale, AZ

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Account Manager

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Area Sales Director

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Area Sales Manager

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Business Development Manager

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Catering Sales Manager

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Director Of Business Development

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Director Of Development

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Director Of Sales

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District Sales Manager

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Division Manager

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Executive Sales Manager

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Key Account Manager

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National Account Manager

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National Sales Manager

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Outside Sales Manager

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Product Sales Manager

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Regional Sales Manager

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Relationship Manager

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Sales Director

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Sales Executive

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Sales Manager

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Sales Operations Manager

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Territorial Sales Manager

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Territory Sales Manager

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VP Of Sales

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Youth Department Sales Manager

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Sales Executive (Commercial Insurance)
MMC, Scottsdale
Lovitt & Touché, a Marsh McLennan Agency serves Arizona and the Western region. A subsidiary of Marsh LLC, we boast the service, innovations and experience of the world's leading insurance broker and risk management advisor, yet we retain the close-knit, community-focused culture our firm was founded with in 1911.Position OverviewSales Executives are responsible for negotiating, selling and managing relationships with new and existing clients. In addition, Sales Executives are fiscally responsible for each of their insurance accounts and are sales focused not day-to-day service focused.Principal Duties and ResponsibilitiesInvolved in the community and business situations in order to become connected with prospective clients through associationWork with prospective clients to identify ways in which Lovitt & Touché can partner with prospects on their insurance needsPartner with internal Account Executives and other support teams to strategically identity and market new accounts to meet the best interests and needs of the prospectResponsible for retaining existing accounts while meeting new account productions standards each yearResponsible for account receivablesResponsible for obtaining and/or assigning the collection of information needed for the renewal marketing process to beginAccountable for staying current on the insurance coverages of existing accounts as a means of maintaining credibility with and offering technical support to the clientEstablish a regular schedule for client visits to review coverages, contracts, coordinate claims review and other various meetingsConduct all business in accordance with established policies and proceduresAttend onsite and offsite client meetings as necessaryOther duties as assignedKnowledge, Skills and AbilitiesRequired:Exceptional customer service and interpersonal skillsActive Property & Casualty or Life & Health License, or ability to obtain within 90 days of employment, required Bachelor's Degree, required Strong financial aptitudeProficiency in Microsoft Office 365
Sr. Communications Specialist
Ademco Inc., Scottsdale
JOB DESCRIPTION We're looking for a skilled Senior Communications Specialist to join our Resideo Corporate Communications Team to support our global business operations. Primary responsibilities will include driving employee engagement through internal communications channels and managing Resideo's corporate social media channels. We are looking for a self-starter who can work quickly and independently against deadlines, paying close attention to details. Job Duties: Social Media: Manage and govern day-to-day operation of Resideo's external social media channels Craft and oversee content development to ensure output is suited for the audience, platform, and message Monitor primary social channels proactively to gauge trends and real-time opportunities to engage Analyze data to draw actionable insights to increase performance and identify opportunities for growth Update and manage the enterprise social media calendar and facilitate any content approvals from social team members and internal stakeholders Internal Communications:Plan, write, edit, and distribute impactful content across a variety of communication vehicles, including intranet, digital signage, newsletters, leadership communications, and intranet sites Conduct employee and executive interviews Support copywriting needs for internal and external communications Ensure communications plans are aligned internally and externally so that communications are delivered to the right people at the right time Coordinate with communications teams in other areas of the business Collaborate with cross-functional stakeholders Support town halls and other company events Special projects as assigned to facilitate communications programs, campaigns, and initiatives You Must Have:5+ years related experience managing communications in a corporate or agency environment 2+ years of experience with corporate social media strategy, content creation, posting, and analytics We Value: BA/BS degree in Communications / Journalism / Marketing or related field Storytelling with strong writing and editing skills Time management and project management skills to manage multiple projects concurrently Strong communication skills and ability to work across functions and levels of the organization Excellent AP style writing and proofreading skills Strong attention to detail Strong time management skills Strong working knowledge of Facebook, Twitter, LinkedIn, Pinterest, Instagram and YouTube, as well as standard social media content best practices Excellent multitasking skills and an ability to complete tasks efficiently with limited supervision Short- and long-form stories for internal and external channels Familiar with cloud-based, email communications platforms, e.g., Poppulo Experience with Microsoft Office Products, including Excel, Word, PowerPoint and SharePoint Experience working with creative tools for multimedia design is a plus, e.g., Adobe Creative Cloud, Canva, etc. Organized, flexible, and demonstrated attention to detail Passion for ideating and executing on initiatives to drive employee engagement A clear understanding of how decisions may impact other areas of the business Experience working within a manufacturing or distribution organization is a plus Quick learner with the ability to communicate about new technologies in a fast-paced environment WHAT'S IN IT FOR YOU:Opportunity to leave a legacy through identification and implementation of continuous process improvements. 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We continue to serve more than 110,000 professionals through leading distributors, including our ADI Global Distribution business, which exports to more than 100 countries from more than 200 stocking locations around the world. Resideo is a $5.0 billion company with approximately 13,000 global employees. For more information about Resideo, please visit www.resideo.com.At Resideo, we bring together diverse individuals to build the future of homes. Resideo is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status. For more information on applicable U.S. equal employment regulations, refer to the \"EEO is the Law\" poster, \"EEO is the Law\" Supplement Poster and the Pay Transparency Nondiscrimination Provision. Resideo complies with applicable equal employment laws in all countries where we do business. For more information on how we process your information in the job application process, please refer to Recruitment Privacy Notice. If you require a reasonable accommodation to apply for a job, please use Contact Us form for assistance.We're looking for a skilled Senior Communications Specialist to join our Resideo Corporate Communications Team to support our global business operations. Primary responsibilities will include driving employee engagement through internal communications channels and managing Resideo's corporate social media channels. We are looking for a self-starter who can work quickly and independently against deadlines, paying close attention to details.
Manager, Accounting and Financial Advisory
Baker Tilly, Scottsdale
OverviewBaker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. 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Sales Executive
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Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process.
National Biotherapies Account Director
Vitalant, Scottsdale
Description Vitalant is seeking a National Biotherapies Account Director to drive the growth and expansion of our Biotherapies Division. This pivotal role is focused on developing new business relationships to achieve our ambitious growth targets. You will be responsible for the performance and direction of all sales activities and for strategically developing and nurturing customer relationships.As a leader in this role, you will spearhead the achievement of the Division's growth objectives, aligning with Vitalant's core values, policies, goals, and the directives established by Executive Management and the Board of Trustees. You will identify target accounts and devise strategies to expand our customer base within the biotherapies market, leveraging both existing capabilities and accounts while generating demand for new opportunities.Your responsibilities will include negotiating agreements and ensuring the delivery of top-line revenue to Vitalant. Additionally, you will lead the customer-facing team, working closely with internal technical and clinical experts, Program Management, and Quality Assurance to ensure a consistent and cohesive approach to customer engagement, in line with the account plan and Vitalant's objectives.Join us in our mission to save lives through biotherapy innovations and make a significant impact in the healthcare industry. DUTIES AND RESPONSIBILITIES: Develop customer targets and generate customer engagement to develop a large book of business with companies looking to do work within the United States, with special attention to Vitalant's current geography and anticipated growth areas. Leads and or participates in yearly strategic planning sessions with operations and sales across the relevant functional group and growth targets. Work closely with the hospital sales team to help develop messaging for hospital customers relevant to Biotherapies service lines and ensure that contract renewals account for contract considerations relevant to the Biotherapies business. Guides strategic customer management efforts for assigned customers. Organizes account teams around account objectives. Meets routinely with local operating units to plan specific account activities and share account information. Reviews progress as compared to other accounts. Develops account plans for large revenue accounts with the input from functional stakeholders. Establishes, maintains, and expands strategic relationships with senior management and departmental leaders at assigned hospitals and health systems, working toward building a team that supports these functions. Conducts routine meetings with target customers with the purpose of converting and closing accounts to Vitalant's services and growth objectives, as well as monitoring and improving service and utilization. Identifies areas of unmet needs and directs Vitalant resources that develop and implement solutions. Facilitates connecting the right internal resources with the customer. Develops and actively participates in the ongoing Sales & Operations coordination process, ensuring communication with the operating team, other sales team members, and with the Executive Team. Manages the implementation of new products or services with assigned customers. Analyzes customer product utilization trends, service levels, and inventory management. Summarizes data on a periodic basis for management and customers. Monitor all customer inquiries and complaints and assist in effective resolution of same. Prepares, communicates, and negotiates contracts for multiple service lines, including Therapeutic Apheresis, Cell Therapy collections, Donor and Product Characterization testing, and cell processing. Oversees the implementation of contracting terms for these service lines and with development of cellular research products. Has a thorough understanding of contracting processes and systems. Maintains strict pricing and budget process discipline. Acts on Vitalant's behalf to drive revenue and build business relationships. Responsible for maintaining management systems such as CRM, and Contract Management Library. Explores opportunities to maintain and enhance service offering to assign accounts as well as opportunities to develop new accounts. Tracks and reports competitive activities to Biotherapies industry players and the hospital facing teams and functional leaders. Remains abreast of changes and development in the industry. Establishes and maintains a network of professional relations both inside and outside the enterprise. Leads RFP process for execution of new or existing business, working closely with SMEs, Quality Assurance, Finance, and Legal to complete the RFP and deliver a high-quality response / proposal. Conducts and participates in regular national/geographic team meetings to discuss performance, supply, metrics, and accountability. Requirements Knowledge/ Education Bachelor's degree or equivalent combination of education and experience required. Thorough knowledge of all aspects of sales and marketing required including business management, financial management forecasting, and sales training. Special interest in track record of proven ability to build business with both new customers and expanded service lines. Strong knowledge of the healthcare industry required, with a special emphasis on knowledge of and contacts in the cell and gene biotherapies market. Knowledge of hospital and health system operations and purchasing preferred. Experience Five years sales and marketing experience in the Advanced Therapies, cell, and gene market or in biological, pharmaceutical, blood service, tissue, medical device, or plasma industry required. Large account or large territory experience required. Experience in price and contract negotiation required. Experience in building lines of business required and building sales operations processes preferred. Two years sales management preferred. Knowledge of blood industry preferred. Skills/Abilities Must possess the skills and abilities to successfully perform all assigned duties and responsibilities. Must be able to maintain confidentiality. Able to organize, prioritize, and execute a variable workload and multiple priorities. Effective oral and written communication skills. Ability to think strategically, synthesize complex business and financial data and develop innovative solutions for a client. Ability to participate in development of strategic planning for the Biotherapies business and translate that strategy into a relevant book of business with clients. Ability to establish priorities and follow through on projects, paying close attention to detail with minimal supervision. Ability to work in a team environment. Ability to analyze and prepare data to a variety of external and internal stakeholders. Must have proficient computer skills. Ability to travel (50%+).Summary About Us Vitalant is one of the nation's largest nonprofit blood and biotherapies healthcare organizations, providing hospitals and patients across the U.S. a safe blood supply, specialized laboratory services, transfusion medicine expertise and world-renowned research. We have a network of 115 donation centers across the U.S. and host approximately 60,000 bl ood drives annually. Vitalant provides blood and special services to patients in more than 900 hospitals across the U.S. where millions of people depend on blood donations from our generous donors.Vitalant is committed to fostering a diverse and inclusive workplace built on a foundation of respect, integrity, teamwork, and excellence. Through our DEI strategic plan, we create opportunities for employees of all backgrounds to feel valued, seen and heard. We believe this mission drives creativity and innovation, as employees experience an environment conducive to personal growth and career development. EEO/Minorities/Females/Disabled/Veterans Our organization is an equal employment/affirmative action employer. If you need accommodation for any part of the employment process because of a medical condition or disability, please send an e-mail to [email protected] to let us know the nature of your request.For more EEO information about applicant rights click here
Sales Executive (Employee Benefits)
MMC, Scottsdale
Lovitt & Touché is part of the Marsh McLennan Agency serving Arizona and the Western region. A subsidiary of Marsh LLC, we boast the service, innovations and experience of the world's leading insurance broker and risk management advisor, yet we retain the close-knit, community-focused culture our firm was founded with in 1911.Position OverviewSales Executives are responsible for negotiating, selling and managing relationships with new and existing clients. In addition, Sales Executives are fiscally responsible for each of their insurance accounts and are sales focused not day-to-day service focused.Principal Duties and ResponsibilitiesInvolved in the community and business situations in order to become connected with prospective clients through associationWork with prospective clients to identify ways in which Lovitt & Touché can partner with prospects on their insurance needsPartner with internal Account Executives and other support teams to strategically identity and market new accounts to meet the best interests and needs of the prospectResponsible for retaining existing accounts while meeting new account productions standards each yearResponsible for account receivablesResponsible for obtaining and/or assigning the collection of information needed for the renewal marketing process to beginAccountable for staying current on the insurance coverages of existing accounts as a means of maintaining credibility with and offering technical support to the clientEstablish a regular schedule for client visits to review coverages, contracts, coordinate claims review and other various meetingsConduct all business in accordance with established policies and proceduresAttend onsite and offsite client meetings as necessaryOther duties as assignedKnowledge, Skills and AbilitiesRequired:High School Diploma or GED3+ years of insurance experience or the ability to learn and validate salary within 3 yearsLicensed in Arizona Life, Health and DisabilityAbility to network and create sales leadsAbility to influence and close prospecting opportunitiesProven track record of being self motivated and a self starterAbility to analyze and interpret quotes and plan designsAbility to effectively communicate, both written and verbally, with internal and external partiesExcellent time management, organizational and multi-tasking skills with high attention to detailAbility to build and maintain effective relationships with carriers, peers and clientsAbility to work independently and in cross-functional teamsWorking knowledge of Microsoft Office Products (Outlook, Word, Excel, Power Point)Preferred:Dual License in Arizona Property/CasualtyBachelors degree in related disciplineContinuing education such as RHU, REBC, CEBS, or CBP
Assistant Client Manager - Employee Health & Benefits
MMC, Scottsdale
Position OverviewThe Assistant Client Manager assists in supporting the day-to-day service to our clients or carriers at the direction of the Client Executives, Client Managers and/or Benefits Manager.Principal Duties and Responsibilities• Assist in researching and resolving service issues• Assist in preparing bid specifications for Requests for Proposal (RFPs); obtain necessary census and historical data for bid process; develop knowledge of carriers and products offered; upon request proof proposals for accuracy• Assist with implementation of new lines of coverage and carrier changes and insure smooth launch/transition; complete all new/renewal business paperwork and internal documentation• Assist with preparation of employee communications materials such as brochures, flyers and payroll stuffers• Assist with setup of online benefits support tools• Upon request, proof booklets and contracts for accuracy; report inaccuracies to the carrier(s) for correction; request Schedule As for clients' IRS Form 5500 filings and facilitate signature ready Form 5500s• Assist in organizing and/or conducting Open Enrollment meetings upon request• Assist with training new hires in L&T processes• Responsible for electronic file set-up and maintenance, along with ongoing filing and documentation of client meetings/issues/decisions• Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met• Attend onsite and offsite client meetings as necessary• Conduct all business in accordance with established policies and procedures• Other duties as assignedKnowledge, Skills and AbilitiesRequired:• 1+ years in employee benefits/human resources administration• Licensed in Arizona Health, Life and Disability (or ability to be licensed within 3 months of employment)• Ability to develop and work with mathematical formulas• Ability to effectively communicate, both written and verbally, with internal and external parties• Excellent time management, organizational and multi-tasking skills with high attention to detail• Ability to build and maintain effective relationships with clients, carriers and peers• Ability to work independently and in cross-functional teams• Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)
Senior Marketing Manager
#CLOSINGDAYAGENCY, Scottsdale
Job Title: Senior Social Media and Client Success ManagerLocation: #CLOSINGDAY Agency, Scottsdale, AZRole Type: Full-Time, IN PERSON, ContractCompany Overview: *THIS ROLE IS IN PERSON, Scottsdale, AZ DO NOT APPLY IF YOU DON'T LIVE IN AZ.#CLOSINGDAY Agency is a leading light in the personal brand, short form social media marketing landscape of Scottsdale, AZ. We are excited to announce the opening for a Social Media and Client Success Manager. This role is not just about managing projects and client relationships; it's about being at the forefront of our client communication strategies, especially in the dynamic world of social media.Role Overview:The Social Media and Client Success Manager is pivotal in providing executive support, managing client projects, and overseeing the agency's social media presence. This position requires someone who is not only adept at project management but also brings a keen understanding and passion for social media strategy and content creation.Key Responsibilities:Develop and implement innovative social media strategies to enhance client engagement.Manage and grow a diverse portfolio of clients, ensuring their satisfaction and meeting revenue goals.Proactively identify client needs, offering strategic solutions to any challenges.Analyze client performance metrics and recommend improvements for social media campaigns.Oversee creating and managing content calendars, scheduling posts, and designing impactful graphics.Ensure prompt and engaging communication on client social media accounts, including responding to comments and direct messages within 24 hours.Present detailed performance reports to clients, showcasing the effectiveness of social media strategies.Collaborate closely with cross-functional teams to meet client objectives and ensure overall satisfaction.Conduct regular client meetings, provide account health updates, and gather feedback for continuous improvement.Utilize project management tools like ClickUp to coordinate projects, ensuring timely delivery of all project components.Stay abreast of social media trends and contribute to the agency's growth and client success strategies.Qualifications:Degree in business, communications, marketing, or a related field (preferred).Proven experience in social media management, client relationship management, and project coordination.Exceptional written and verbal communication skills.High level of organizational and time management skills.Proficient in project management tools (e.g., ClickUp) and social media platforms (Instagram, TikTok, Facebook, YouTube etc).Basic graphic design skills and familiarity with design software (e.g., Canva, Adobe Creative Suite) are desirable.Ability to multitask and thrive in a fast-paced environment.Benefits:Competitive salary with a bonus structure.Opportunities for professional growth and skill development.A collaborative, innovative, and supportive work environment.Direct exposure to industry leaders and influencers.Diversity at #CLOSINGDAY Agency:At #CLOSINGDAY Agency, we are committed to cultivating a diverse and inclusive workplace. We base our employment decisions purely on merit, skills, and talent. We ensure that all employees and applicants are valued and respected, free from any biases.
Senior Accountant/CPA
Alcor Life Extension Foundation, Scottsdale
Job Description:Alcor Life Extension Foundation is seeking an experienced Senior Accountant/CPA to join our high-functioning team. Reporting directly to the Co-CEO / President. The ideal candidate would be responsible for all financial activities, maintaining the financial health of the organization, and providing fiscal advice to Executive Leadership and the Board of Directors.The ideal candidate will have a high level of attention to detail, ability to work independently, possess refined customer service skills, and be a strategic thinker that can propose creative solutions. The position will require a high level of accuracy, efficiency, and accountability.Job Responsibilities include, but are not limited to:• Monitor and manage day-to-day accounting operations (payroll, benefits, credit card expense reports, accounts payable, accounts receivable, and other transactions).• Ensure the integrity of accounting information by recording, verifying, consolidating, and entering transactions in NetSuite.• Prepare month-end close entries, and prepare statement of financial position, statement of activities, and other statements.• Chair the monthly Finance Committee meetings and participate in the monthly Board meetings.• Participate in the budgeting process by preparing the annual budget and by reporting actual vs budget.• Complete external audit and 990s annually by analyzing and scheduling general ledger accounts and providing information for auditors.• Identify and implement process improvement opportunities related to accounting operations.• Ensure compliance with accounting policies and regulatory requirements.Minimum Qualifications:• College Degree in accounting.• 5+ years of experience in accounting.• Ability to synthesize and distill complex data into actionable information.• Knowledge of Generally Accepted Accounting Principles (GAAP).• Strong verbal and written communication skills.• Strong proficiency with accounting systems.• Strong proficiency with MS Office products.• Must be comfortable interacting directly with membership.Preferred Qualifications:• CPA will be considered a plus.• Nonprofit experience will be considered a plus.• NetSuite experience will be considered a plus.• Knowledge of human cryopreservation ("cryonics") will be considered a plus.• Experience in a healthcare setting or with life insurance will be considered a plus.Benefits:• Competitive salary.• Year-end bonus potential.• 401k with 8% employer contributions.• Health, Dental, Vision, short and long-term disability insurance.• 10 paid holidays per year, plus generous vacation and sick time policy.• Tuition reimbursement for qualified staff.Location: Alcor Life Extension Foundation headquarters in Scottsdale, Arizona
Executive Assistant
Juniper Wealth Management, Scottsdale
Job descriptionJuniper Wealth Management, a financial advisory firm located in Scottsdale in the Paradise Valley and McCormick Ranch area, is looking for someone who is willing to learn and actively contribute from day one.Our priority is our employees, and we foster a culture of fun and development for those who want to love where they work and the people they help while looking for opportunities for growth.General Summary of Duties and Responsibilities:The primary role of the Executive Assistant is to work closely with the Founder & Lead Advisor helping his clients meet or exceed their desired financial, income, tax, healthcare and legacy & estate planning goals and objectives.Job Duties:Work directly with the Founder and Lead Advisor to support all aspects of his daily work routineDetermine priority of matters of attention for the Founder and Lead Advisor; redirect matters to staff to handle, or handle matters personally, as appropriateKeep the Founder and Lead Advisor advised of time-sensitive and priority issues, ensuring appropriate follow-upPrepare all new account opening applications for assets under managements and insurance products. Follow up on all money transfers and movement until accounts are opened and fully funded. Attend meetings with new clients taking meeting notes and entering into our Redtail CRM system and creating necessary action plans and next stepsMaintain Founder and Lead Advisor's calendar, including scheduling meetings, appointments, speaking engagements, and travel arrangements with the ability to exercise discretion in committing time and evaluating needs.Coordinate financial, tax & estate planning work with in-house departments and Partner Certified Financial Planners (CFP's), Certified Public Accountants (CPA's) & Estate/Business/Tax AttorneysProvide meeting preparation, coordination, monitoring, and communication for 1st, 2nd, 3rd & future meetings preparationAssist activities and processes including project planning, intake, prioritization, initiation, execution, and training, as well as in fostering collaboration of end-users and key stakeholdersServe as a primary point of contact between Founder and Lead Advisor and existing & future clientsAssist the Founder and Lead Advisor in the development of PowerPoints/Zoom & webinar presentationsHandle printing, faxing, mail/overnight packages, copying, filing, and email/messagesSort and triage mail; Maintain e-mail and other address directoriesCompose and prepare letters relating to routine correspondence for the Founder and Lead Advisor's signatureSchedule departmental meetings; Assist in the preparation and distribution of meeting agendas and materialsTranscribe source material, prepare documents, reports, tables and charts; distribute as appropriatePrepare, reconcile, and submit expense reportsMaintain paper and electronic filing systemsMaintain confidential and sensitive informationAttend meetings and take notes of discussion; Prepare the initial draft of minutes and summariesComplete a variety of special projects including creating PowerPoint presentations, financial spreadsheets, special reports, and agenda material.Other additional and/or alternative duties as assigned from time to time, including supporting other departments or Executives as neededYou'll often work independently but will have a team backing you every step of the wayRoutinely perform a wide variety of support dutiesWhat We're Looking for in the Ideal Candidate:A positive and energetic attitude eager to tackle new projects and ideas with a resourceful and can-do attitude in a fast-paced environmentAn organized and detail-oriented self-starter who exhibits sound judgment with the ability to prioritize and make decisionsEnjoys working with clients and prospective new clientsA team player capable of cultivating productive working relationships across the firmComfortable interacting and working closely with Type A personality Lead Advisor & FiduciaryPrior experience in the financial services industry a plusExperience & Qualifications:Bachelor's degree preferredAbility to motivate clients and prospects to set appointmentsExceptional multitasking and time management skills with attention to detail and accuracyConsistent follow-through and taking projects through completionA hard-working problem solverExcellent communication skills, especially on the phoneCommand of the English language, spelling and grammarAbility to prioritize and work with a demanding teamExperience working in a fast-paced environmentProficient in Microsoft Office, particularly Word, Excel and PowerPoint as well as possessing a working knowledge of computers, scanners, printers, and various software such as Zoom, Financial Planning Software and Redtail CRMExperience working with CRM systems a plusBenefits:• 401(k) • Dental Insurance• Health Insurance• Vision Insurance• Life Insurance• Paid Time OffSchedule:• Monday through Friday, 8:30 AM - 5 PM• Some evenings requiredJob Type: Full-timePay: $60,000.00 - $70,000.00 per year Plus Quarterly Performance Bonuses up to 5% of Salary ($3,000 to $3,500 a Quarter) or up to ($12,000 - $14,000 a year)