Personal Assistant to CEO
About Wealth Mastery Academy
An organisation that committed in empowering people with the right financial education, knowledge and proven skills in order for individuals to attain financial freedom.
About the Role
To provide a strictly private and confidential personal assistant role to the Chief Executive Officer. To manage his workload, assist him/her in her tasks on hand and act as gatekeeper to him/her.
Ultimately, the role of a Personal Assistant can be extremely broad and vary on a day-to-day basis.
Monitoring a reporting manager’s email and responding if required
Preparing communications on behalf of a manager; Answering phone calls
Organising and planning meetings, travel and itinerariesTaking notes and writing minutes during meetings
Conducting or preparing any research that the reporting manager may require.
Arranges corporate travel and meetings by developing itineraries and agendas; scheduling the corporate jet; booking other transportation; arranging lodging and meeting accommodations.
Completes projects and special assignments by establishing objectives; determining priorities; managing time; gaining cooperation of others; monitoring progress; problem-solving; making adjustments to plans.
Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Improves quality results by studying, evaluating, and re-designing processes; implementing changes.
Represents the president by welcoming visitors, reviewing correspondence; arranging company dinners and other corporate functions; answering questions and meeting requests directed to the president.
Publishes the corporate newsletter by gathering information; preparing and editing articles; designing graphic presentation; producing and distributing.
Helps key executives make consistent decisions by advising them of historical precedents; serving as liaison between them and the president.
Minimum 2 years working experience in similar role
Educated to degree level standard or equivalent
Verbal and written articulacy
Well-developed time management skills
Strong organisational skills
Promoting Process Improvement
Administrative Writing Skills
What's great in the job?
- No outbound calls, you get leads and focus on providing value to them
- You sell management software to directors of SMEs: interesting projects and people
- Large apps scope: CRM, MRP, Accounting, Inventory, HR, Project Mgt, etc.
- Direct coordination with functional consultants for qualification and follow ups
- High commissions for good performers
Healthcare, dental, vision, life insurance, Flexible Spending Account (FSA), Health Savings Account (HSA)
Vacation, Sick, and Holiday paid leaves
Save on commute
Pre-tax commuter benefitsbr
(parking and transit)
Brand-name product and services in categories like travel, electronics, health, fitness, cellular, and more
Only a couple blocs from BART, Caltrain, Highway 101, carpool pickup, and Bay Bridge.
Tuesday Dinners, Monthly Lunch Mixers, Monthly Happy Hour, Annual day event
Play any sport with colleagues and the bill is covered
Eat & Drink
Peet's and Philz coffee provided all day to order and pantry snacks