Job Description

About This Job

Ayco Executive Wealth helps clients achieve their personal financial goals through education and implementation across key financial disciplines, including employee benefits, tax planning, and investments. We are looking for an administrative professional to join our fast-paced, team environment.

Duties

• Preparation, review and editing of confidential correspondence
• Document scanning, management and archiving across multiple systems
• Preparation of travel expense and billing allocation reports
• Preparation and handling of time-sensitive quarterly client tax payments
• Miscellaneous administrative projects as needed

Skills Required

• Strong technology skills including working knowledge of Microsoft Word, Excel, and Outlook
• Ability to work in a fast-paced environment and think clearly under pressure
• Excellent communication skills; team focused
• Extremely organized and detail-oriented

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