Purpose Financial

Executive Assistant

Purpose Financial

full-time

Posted on:

Location Type: Office

Location: GreenvilleSouth CarolinaUnited States

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Job Level

About the role

  • Submit accurate and timely expense reports on behalf of assigned individuals.
  • Manage calendars for assigned executive leaders and coordinate travel arrangements as needed.
  • Prepare correspondence and resolve certain requests and inquiries on behalf of assigned executives/departments.
  • Facilitate group meetings through logistic support including scheduling, meals, conference rooms, coordinating attendees, etc.
  • Perform clerical duties such as copying, scanning, answering phone calls, taking messages, preparing correspondence, and distribution of department mail.
  • File Annual Reports and Fictitious Business Name renewals for operating entities.
  • Manage and maintain Trademarks and Service Marks records.
  • Process Privacy Opt-Outs.
  • Process unemployment claims.
  • Quarterly Report Filing for Finance.
  • Assist in preparation and distribution of corporate governance materials including minutes, quarterly reports, and presentations.
  • Assist with mailings as needed.
  • Provide data-entry or data-processing support as needed.
  • Maintain department-specific contact, birthday and work anniversary lists.
  • Provide back-up support to other executive administrative support as needed.

Requirements

  • High School Diploma required; post-HS experience or degree preferred.
  • 5-7 years of executive assistance experience required; legal assistant experience preferred.
  • Excellent written and verbal communications skills; adaptability and flexibility to changing environment; and comfortable working in a dynamic, high volume, fast-paced environment.
  • Ability to understand and ensure compliance with policies, procedures, and laws governing our industry/business and products.
Benefits
  • Competitive Wages
  • Health/Life Benefits
  • Health Savings Account plus Employer Seed
  • 401(k) Savings Plan with Company Match
  • Paid Parental Leave
  • Company Paid Holidays
  • Paid Time Off including Volunteer Time
  • Tuition Reimbursement
  • Business Casual Environment
  • Rewards & Recognition Program
  • Employee Assistance Program
  • Office in downtown Greenville that offers free parking, onsite gym, free snacks/drinks
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data-entrydata-processingexpense reportingcalendar managementtravel arrangementsclerical dutiesfilingcorporate governance materials preparationquarterly report filingtrademark management
Soft Skills
written communicationverbal communicationadaptabilityflexibilityorganizational skillstime managementproblem-solvingattention to detailinterpersonal skillsability to work in a fast-paced environment
Certifications
High School Diplomapost-HS degree