Examples Of Cover Letters For Jobs in Lithonia, GA

This position is located in Buckhead, GA.
POSITION SUMMARY
The Associate Executive Assistant/Meeting Planner provides high-level administrative support to Managing Directors (MD), with core responsibility for client meeting coordination, travel logistics and daily office operations. Acting as a central point of contact across departments, this role ensures that materials, communications and timelines are consistently aligned.
DUTIES & RESPONSIBILITIES
Client Support

• Coordinates client meeting preparation and follow up

• Initiates Meeting Prep Workflow, prepares, collects meeting preparation materials and coordinates with MD, Relationship Manager and various other teams as needed
• Prepares, prints, collates and binds reports and deliverables
• Prepares, files, and distributes follow up communication

• Maintains tracking log(s) of client projects
• Follows up client delegations and ticklers as assigned by MD or RM
• Assists in obtaining client information from other advisors (tax returns, legal documents)
• Assists with the preparation of pre-approved client materials
• Handles manager terminations as directed by OIF
• Schedules MD meetings (client, advisor, prospect, internal) following established procedures
• Coordinates travel: hotel, air travel and ground transportation
• Assists in the completion and submission of expense reports

• Perform general office duties

• Prints MD calendars and other items as requested
• Copies, prints and faxes documents
• Organizes and maintains filing system
• Manages client and prospect database and upkeeps data in various systems utilized
• Completes necessary internal requests for the maintenance of accurate MD/RM assignments and for information needed by other departments
• Creates draft emails and cover letters for MD/RM review
• Opens and distributes all incoming (internal/external) mail daily for MD
• Assists with general phone inquiries and handles or directs as appropriate
• Maintains designation(s) credit tracking for MD
• Distributes meeting agendas

• Administrative Team Support and Participation
• Monitors and works assigned task queue with The Hub (Salesforce)
• Supports other Administrative team members as needed
• Collaborates with peers to successfully complete annual goals
• Participates in meetings and training workshops

• Conforms to OFG's best practices and performance expectations
• Follows new and existing approved policies and procedures
• Enters time accurately and on time in the Time Tracker system
• Assists with efforts to enforce brand and format standards throughout the firm
• Displays and maintains professional behavior and communication with all Oxford associates, clients and advisors internally and externally

• Associate degree in a business-related field or equivalent professional experience
• Minimum three years of administrative experience preferred
• Prior experience with meeting preparation strongly preferred
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint and Outlook)
• Comfortable operation standard office equipment and telephone system
• Strong project management and cross-functional coordination skills
• Proactive, self-directed approach with the ability to anticipate needs and plan accordingly
• Highest level of discretion and professionalism in handling confidential information
• Ability to work effectively both independently and as a collaborative team member
• Excellent written and verbal communication skills, with strong interpersonal and relationship-building abilities
• Exceptional attention to detail and organizational discipline
• Proven ability to manage multiple priorities simultaneously without sacrificing quality
• Comfortable operating in a fast-paced environment where priorities and responsibilities shift daily
• Strong work ethic, positive attitude and professional demeanor

• Long periods of sitting, utilizing a computer
• Minimum travel may be requested as business needs necessitate
• Working onsite in the office full-time