Executive Assistant

As an Executive Assistant at Dynasty Financial Partners, you will play a crucial role in supporting the Investments and Investment Banking Teams. Your key responsibilities include managing executive calendars, coordinating meetings, handling travel arrangements, preparing documents, and assisting with event planning. You'll serve as the point of contact for client communications and internal collaboration, ensuring seamless operational support.

To apply for the Executive Assistant role at Dynasty Financial Partners, candidates should possess 2-4 years of experience in an administrative or executive assistant capacity. Strong organizational skills, attention to detail, proficiency in Outlook, MS Word, and MS Excel are required, while familiarity with Salesforce products is a plus. A professional demeanor and effective communication skills are essential for success in this role.

The Executive Assistant supports team operations at Dynasty Financial Partners by managing the day-to-day administrative needs of division leadership. This includes scheduling meetings, coordinating travel, managing documents, and ensuring effective communication across departments. Your organizational skills will help streamline processes while maintaining a high level of confidentiality and professionalism.

Soft skills such as strong verbal and written communication, time management, and adaptability are important for an Executive Assistant at Dynasty Financial Partners. You should be able to handle competing priorities effectively and demonstrate professionalism in your interactions. A self-starter mindset and the ability to deal with uncertainty will greatly support your success in this role.

Dynasty Financial Partners offers a comprehensive benefits package for the Executive Assistant role, which includes health, dental, and vision insurance, a 401(k) retirement plan with matching, paid time off, and flexible spending accounts. Additional benefits such as disability coverage and voluntary life insurance are also provided, ensuring a supportive environment for our employees.

To prioritize tasks effectively, I assess the urgency and importance of each meeting or activity, aligning them with strategic goals. I maintain flexibility and communicate with stakeholders to ensure that all requests are addressed in a timely manner, allowing me to adapt to shifting priorities while keeping the executive fully informed.

In my previous role, I routinely handled sensitive materials such as financial reports and client data. To ensure confidentiality, I strictly adhered to company protocols, including secure storage practices and restricted access for certain files. My approach emphasizes trustworthiness and discretion while fostering strong professional relationships.

I am proficient in Microsoft Office Suite, particularly Outlook, Word, and Excel, which are essential for calendar management and document preparation. Additionally, I've worked with CRM systems like Salesforce, allowing me to manage client information and enhance team collaboration efficiently.

In my last position, there was a period with overlapping deadlines for several projects. I employed effective time management techniques, like creating a detailed task list and setting aside specific time blocks for each project. Regular check-ins with my team ensured alignment, and I communicated proactively to manage expectations.

When scheduling meetings with multiple stakeholders, I first gather everyone's availability through tools like shared calendars or scheduling software. I then propose the most optimal times, ensuring to accommodate different time zones if necessary. Clear communication regarding the meeting's agenda is also shared in advance to maximize productivity.

I believe that organizational skills are the most crucial quality for an Executive Assistant. The ability to manage multiple tasks while maintaining attention to detail ensures that no deadlines are missed. Equally important is strong interpersonal communication, which helps build trust and rapport with both executives and clients.

To ensure effective communication, I maintain clarity and transparency in all interactions. I utilize various communication channels based on urgency, and I regularly summarize ongoing projects and updates in meetings to keep all team members informed. Additionally, I make inquiries to comprehend different stakeholder perspectives.

I approach unexpected changes with a solution-oriented mindset. By staying adaptable and calm, I can quickly assess the impact of any alteration and adjust my priorities accordingly. If necessary, I communicate these changes to my team to align our efforts towards the best outcome.

I am attracted to the Executive Assistant role at Dynasty Financial Partners because of the firm's reputation for excellence in the financial services industry. I am eager to leverage my skills in organization and communication to support a team that prides itself on innovative solutions while also embracing my passion for professional growth within the finance sector.

For effective time management, I implement techniques like the Pomodoro Technique and prioritize tasks using the Eisenhower Matrix. These methods help me focus on high-impact tasks while allowing periodic breaks to maintain productivity and reduce burnout, ultimately ensuring I meet deadlines effectively.