Executive Assistant

Venor is proud to partner with Achieve Financial in their search for an Executive Assistant.

Achieve Financial helps clients achieve financial independence with personalized solutions. Our mission is to empower you to navigate the complexities of financial management with confidence and clarity.

Reporting to the Account Executive, the Executive Assistant will be a highly-organized, driven, administrative professional who thrives in a dynamic environment.

What You’ll Do

• Manage calendars, scheduling meetings, and coordinating appointments with internal and external stakeholders
• Handle email correspondence, phone calls, and document preparation on behalf of Account Executive.
• Manage clients’ daily requests and inquiries, including money transfers, technology support, account openings, and updates, ensuring prompt and confidential follow-up
• Generate reports and documents for Account Executive and clients as reque...