Financial Assistant (Public) jobs in Boca Raton, FL

Hall Financial Executive Assistant

This is a one-of-a-kind opportunity to work alongside our CEO to help shape the future at one of Michigan's top rated mortgage companies. We’re searching for a 5-STAR, incredibly driven and high energy individual that embodies our C.O.D.E. (Camaraderie, Optimism, Drive, and Evolution).

As Hall Financials CEO’s Executive Assistant, not only will you do whatever it takes to support our CEO’s daily activities and keep him focused on the work that matters both inside and outside of work, but you will also have direct responsibility for projects and initiatives that allow you to make a positive impact on Hall Financial and the mortgage industry.

If you’re looking for a relaxed, predictable, super-structured role with a better work/life balance, this is NOT the job for you. As the Executive Assistant to our CEO, you get to ride shotgun through it all. But, if you’re ready to fast-track your career and uncover your passions by learning about all aspects of the mortgage industry, then keep reading...

WHAT YOU WILL BE DOING –

• Providing a 5-STAR, white glove experience to all those you work with internally and externally.
• Demonstrate a high level of professionalism and the ability to handle sensitive matters while exercising sound judgment, discretion, and confidentiality.
• Manage complex calendars, including managing both business and personal appointments for the CEO and his family. Schedule and confirm appointments in a strategic manner, considering the CEO's schedule several months out to ensure they are well prepared for what is ahead and that the calendar is set to optimize CEO time and priorities.
• Help our CEO and leadership team “get there faster” on a variety of projects by researching topics, analyzing information, providing key insights, and identifying strategic solutions.
• Prioritizes conflicting needs; handles matter expeditiously, proactively, and follows-through on projects to successful completion, often with deadline pressures.
• Track CEO commitments, goals, projects, tasks, and deadlines.
• Plan and prepare for on-site/off-site meetings, including scheduling, agendas, material and coordinating for beverages and meals if needed.
• Drafts talking points and emails on behalf of the CEO, handling extremely confidential and sensitive information.
• Arrange complex and detailed domestic and international travel plans, itineraries, and agendas, including events, dining, and entertainment at destinations.
• Plan, organize and implement personal and company events, including catering, entertainment, and travel.
• Run errands as needed.
• Will perform additional responsibilities when required.

WHAT WE NEED FROM YOU –

• 3 years’ experience supporting executives.
• Must reside in or close to Palm Beach Gardens, Florida.
• Bachelor's degree required.
• Self-starter who can own projects to completion with minimal guidance and direction.
• Extensive travel planning experience.
• Excellent organizational skills, attention to detail, and ability to handle multiple tasks in a fast-paced and time-sensitive environment.
• Advanced computer skills including Microsoft Office, google G-Suite.
• Excellent verbal and written communication skills.
• Thrive in a supporting role, but not afraid to stand alone when it comes to making decisions and owning initiatives.
• A keen ability to bring structure to chaos and masterfully manage multiple priorities.

THE PERKS

At Hall Financial you’re an important member of our team. We believe in our people and providing them with valuable benefits to achieve their goals inside and outside the office.

Here are some reasons you’ll love to work at Hall Financial:

• Internal growth and career development
• Paid Time Off (PTO) after just 30 days
• Additional parental and maternity leave benefits after 12 months
• Paid training and career development
• Medical, dental, vision and life insurance
• 401k
• Competitive compensation
• Discounted rates on all mortgage products for yourself and your friends and family
• Open cohesive team environment filled with standing desks, bright colored walls, and collaborative spaces so you can make your dreams come to life.
• Incredible incentives: Event tickets, team outings, individual and team goal bonuses.