Executive Secretary

Position: Executive SecretaryCompany: Sweetgum Labs Wealth Management Overview:Sweetgum Labs Wealth Management is a leading financial firm that provides comprehensive wealth management services to high-net-worth individuals and families. We are seeking a highly organized and detail-oriented Executive Secretary to provide administrative support to our Executive team. This is a full-time position with a competitive salary and benefits package. Key Responsibilities:- Manage calendars of Executive team, book appointments and schedule meetings- Coordinate travel arrangements, including flights, accommodations, and transportation- Prepare and organize documents, reports, and presentations for meetings and presentations- Screen and direct phone calls and emails, responding on behalf of the Executive team when necessary- Manage and maintain confidential and sensitive information- Liaise with clients, vendors, and other stakeholders on behalf of the Executive team- Assist with special projects and assignments as needed- Act as a point of contact between the Executive team and other departments within the company- Maintain office supplies and equipment, ensuring everything is in working order- Handle incoming and outgoing mail and correspondence- Perform general administrative tasks, including filing, photocopying, and data entry Requirements:- Proven experience as an Executive Secretary or similar administrative role- Excellent organizational and time-management skills- Strong interpersonal and communication skills- Ability to maintain confidentiality and handle sensitive information with discretion- Proficient in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint- High attention to detail and accuracy- Ability to multitask and prioritize tasks effectively- Professional and polished demeanor Benefits:As a valued member of our team, we offer a competitive salary and benefits package, including health, dental, and vision insurance, retirement plans, and paid time off. You will also have the opportunity to work in a dynamic and collaborative environment with a supportive team. Sweetgum Labs Wealth Management is an equal opportunity employer committed to diversity and inclusion. We welcome and encourage applications from individuals of all backgrounds and abilities.