Executive Personal Assistant

Location: Chicago, IL
Position: Administration
Position: Permanent
Salary: up to
$100K/yr
Job Description

A private investment firm, looking for an Executive Personal Assistant to work directly for one of the principles. The ideal candidate will have a great attitude, some experience with finance or bookkeeping, and a willingness to take on new challenges on a daily basis. The compensation for this role is up to $100K commensurate with experience.

 

Responsibilities of the Executive Personal Assistant: 

  • Assist the principal and his family on a personal level, including miscellaneous errands
  • Process checks, transfers, and wires as needed for personal and business expenses
  • Manage charity requests and receipts and track accordingly
  • Monitor personal bank accounts activity
  • Financial record-keeping
  • Reconcile bank and investment accounts monthly
  • Track investments, loans, and other financial activity in both spreadsheets and personal accounting software
  • Work on personal financial statement semi-annually
  • Research, analyze and summarize various topics upon request
  • Special projects for the principals and the rest of the executive team
Job Requirements

Requirements of the Executive Personal Assistant:

  • Bachelor’s degree preferred
  • 2-5 years of executive support experience
  • Proficient in Microsoft Office Suite and QuickBooks
  • Able to solve problems independently
  • High level of follow though
  • Excellent communication skills

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