executive assistant

Education: Bachelor's degree. Work setting: Financial management/services. Financial services industry. Tasks: Compile data to prepare documents . Establish and co-ordinate administrative policies and procedures. Prepare reports and others documents for consideration and presentation to executive committees and boards of directors. Prepare and co-ordinate the production and submission of summary briefs and reports. Conduct research. Liaise with departmental and corporate officials and with other organizations and associations. Provide customer service. Prepare invoices, reports, memos, letters, financial statements and administer contracts and other documents. Manage events. Type and proofread correspondence, forms and other documents. Schedule and confirm appointments. Perform sales and marketing activities. Perform administrative tasks. Maintain accurate records. Buy and sell securities at stock exchange on behalf of investment dealer. Arrange schedules. Analyze clients' financial records. Oversee and co-ordinate office administrative procedures. Answer telephone and relay telephone calls and messages. Review and evaluate new administrative procedures . Establish work priorities and ensure procedures are followed and deadlines are met. Monitor clients' investment portfolios. Computer and technology knowledge: MS Excel. MS Office. MS Outlook. MS Word. Area of work experience: Finance. Area of specialization: Securities. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Attention to detail. Personal suitability: Accurate. Dependability. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Flexibility. Initiative. Organized. Reliability. Team player. Hardworking. Quick learner. Proactive. Screening questions: Do you have experience working in this field?. Do you have the required certifications listed in the job posting?. Experience: 2 years to less than 3 years. Employment terms options: Day. Health benefits: Dental plan. Health care plan.

• Dental plan • Health care plan

Identified from the job description. Confirm important requirements above.

• Additional information Work conditions and physical capabilities Fast-paced environment Work under pressure Tight deadlines Attention to detail Personal suitabi

Minimum education

Bachelor’s degree

Apply by

Aug 27, 2026