Executive Assistant

Work Schedule: M-F 8:00 am – 5:00 pm

Travel: As Required

Reports to: Chief Executive Officer

Date: May 23, 2024

Job Description

Summary

At First Union Financial, LLC we are always seeking talented, ambitious, service-oriented people. Our company

grows and succeeds through the passion of our people, and our team is made stronger through inclusion, equality,

and mutual respect. We value diversity in our workplace, and we celebrate a workforce as diverse as our customer

base.

Essential Functions

We are seeking an Executive Assistant that will perform more than administrative tasks; the individual will often be the "right-hand person" to advance company initiatives and goals. They will attend to the day-to-day functions that are part of the Chief Executive Officer's role so that the executive can focus on the high-level leadership and strategy functions. Great mentoring opportunity to gain valuable experience and expand knowledge, while supporting a successful entrepreneur.

• Manage scheduling for company Chief Executive Officer and other executives
• Draft, review and send communications on behalf of company executives
• Organize and prepare for meetings, including gathering documents and attending to logistics of meetings
• Answer and respond to phone calls, communicate messages and information to the executives
• Prioritize emails and respond when necessary
• Coordinate travel arrangements
• Maintain various records and documents for company executives
• Other additional duties as assigned from time to time, including supporting other departments and executives
• Demonstrate ethical business practices and integrity in all interactions to uphold the First Union Financial brand

Qualifications

• Proficient in Microsoft Office (Word, Excel, and PowerPoint)
• Ability to perform work accurately and thoroughly
• Excellent written and oral communication skills
• Maintain confidential and sensitive information
• Must have good judgement
• Comfortable interacting with high level executives
• Capable of cultivating productive working relationship across the organization
• Detail-oriented self-starter
• Resourceful, can-do attitude

Work Environment

The work environment characteristics here are representative of those an employee encounters while performing a typical interior/office environment. The noise level in the work environment is usually quiet to moderate. Various types of office equipment/supplies are used to accomplish the job requirements and include, but are not limited to phones, computers, pens, pencils, calculators, computer keyboards, telephone, printer, etc.

Physical Requirements

While performing the responsibilities of the job, the employee is required to talk and hear. The employee is often required to sit and use their hands and fingers, to handle or feel and manipulate keys on a keyboard. The employee is required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.

Required Education and Experience

• Bachelor's Degree
• Adhere to consistent and reliable work schedule
• Authorized to work in the United States
• Proficient in Spanish preferred

Benefits

Benefits for eligible employees include: medical / dental / vision, paid-time off, opportunities for advancement, on-going training available.

Equal Employment Opportunity Employer

First union Financial, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall,