Executive Assistant

Engage FI LLC

Orlando, FL

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JOB DETAILS

SKILLS

Administrative Skills, Adobe Acrobat, Adobe Product Family, Calendar Management, Career Development, Catering Services, Communication Skills, Continuous Improvement, Customer Experience, Customer Relations, Detail Oriented, Establish Priorities, Executive Assistant Skills , Expense Reports, Financial Services, Flexible Spending Accounts, Health Plan, Leadership, Mail Processing, Meeting Minutes, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Needs Assessment, Office Management, Organizational Skills, Physical Demands, Plan Meetings, Prepare Correspondence, Presentation/Verbal Skills, Pricing, Proofreading, Relationship Management, Sales Management, Servant leadership, Team Player, Telephone Skills, Time Management, Travel Planning, Vendor/Supplier Relations, Vision Plan, Work From Home, Writing Skills

LOCATION

Orlando, FL

POSTED

1 day ago

Job Type

Part-time

Description

As an Engage Fi employee, you can expect:

To work with an amazing and collaborative team
To create and innovate in your role and see the impact you make on the business and client experience
To be a part of an award-winning team - Inc. 500 (2018), Inc. 5000 (2019, 2021, 2022, 2024, 2025), Tampa Bay Business Journal Fast 50 (2021, 2023, 2024, 2025), Great Place to Work (2023, 2024)
All employees to cultivate and encourage new ideas and thrive on a fun and productive work environment
To join a highly engaged workforce that supports personal and professional growth, empowerment, and lives by servant leadership

What we provide:

Competitive pay, incentive programs, 401k matching
Unlimited time off plus 11 paid holidays
Medical, dental, and vision health plans with FSA or HSA options
Opportunities to volunteer and give back to the communities we serve
Paid remote work expenses
Career development, trainings, continuous learning, and employee recognition
Team engagement events and activities
Culture of growth and continuous improvement
A great place to work!

About Us:

Engage fi was founded on the principle of putting ourselves in our clients' shoes to understand their needs, their business objectives, and their definition of success. What sets us apart from other options is our focus on the client, and a little bit more: more transparency, more innovation, more savings, more incentives, more fun, more collaboration. We take pride in our people, process, and tools guaranteeing that your experience with engage fi will surpass your expectations. Our emphasis on the education, efficiency, and effectiveness needed to drive the growth of our industry will align to the needs of the consumer and your internal team. Our collective experience working for and with vendors and financial institutions in the past gives us tremendous insight into the capabilities of the vendors that our clients work with. We aim to leverage our knowledge and tools to save time, improve efficiency, and provide the pricing leverage the financial institution needs.

With over 450 years of industry experience, the team at Engage fi is a blend of consultants, educators, matchmakers, integrators, and advocates. We are laser-focused on guiding financial institutions through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer. Engage fi has completed over 525 strategic projects for financial institutions and negotiated over $2.2 billion in savings and incentives for our clients. We have a unique approach, and our strategic projects are as unique as the clients we serve. Let's Engage! www.engagefi.com

Position Summary:

The Executive Assistant provides executive support essential to the mission and the day-to-day operation of the CEO. Responsibilities include general office management and efficiency; screening calls; managing calendars; making travel, meeting and event arrangements; preparing agendas, meeting minutes, reports, and presentations; and handling client relations. The Executive Assistant works independently on projects, from conception to completion, and must be able to work under pressure at times to handle a wide variety of activities and confidential matters with discretion. The Executive Assistant is an integral part of the overall team's success.

Essential Functions & Additional Responsibilities:

Completes a broad variety of administrative tasks for the CEO including: managing an active calendar of appointments; completing expense reports; composing and preparing correspondence that is sometimes confidential; arranging complex and detailed travel plans, itineraries, and agendas; and compiling documents for travel-related meetings
Processes all incoming correspondence received in the office for the CEO and other departments prioritizing and determining its disposition. Directs mail to appropriate internal staff with instructions and/or suggestions for preparation of a reply. Responds to and handles confidential and sensitive information with poise, tact, and diplomacy
Reviews, proofreads, and formats correspondence, presentations and outgoing communications as required. Ensures accuracy, completeness and consistency aligned with the organizations policy. Edits and completes first drafts for written communications to external stake holders
Plans and coordinates meetings, team retreats, & special events. Assists in coordinating the agenda of senior leadership team meetings and off-sites, and all staff meetings
Prepares background information and supporting documents in preparation for meetings, conferences, interviews and speaking engagements
Maintains files used by the CEO and Senior Leaderships team and corporate files of the organization. Catalogues and files important company documents in both print and digital format
Coordinates office catering, gifts, office supplies and ensures efficient management of the office
Prioritizes conflicting needs; handles matter expeditiously, proactively, and follows-through on projects to successful completion, often with deadline pressures

Requirements

Required Skills & Competencies:

Expert level verbal and written communication skills
Leadership skills to manage competing requests and demands from multiple people
Strong organizational skills with attention to detail
Superior time management skills with a proven ability to meet deadlines
Ability to work independently and maintain competing priorities of leaders
Ability to maintain confidential information
Strong communication and relationship management skills
Comfortable coordinating with internal team members and external service providers
Ability to function well in a high-paced environment
Strong skills with Microsoft Office and Adobe Products: Outlook, Excel, Word, Acrobat/PDF
Desire to learn about the financial services industry, systems, and technology to grow in responsibilities and further support the leadership team

Required Education and Experience:

BS/BA or equivalent combination of education and/or experience required
5+ years of executive assistant experience

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer
Must be able to lift up to 15 pounds at times

Position Type//Expected hours of Work:

Part Time 25 - 30 hours per week

Location:

In office in Orlando, FL
Required to work in the office 3-4 days per week
May require additional in-office attendance during weeks when team members are in town for on-site meetings

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Activities, duties, or responsibilities may change at any time with or without notice.

EEO Statement:

Engage fi provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Salary Description

$25-$35/hr + Bonus

About the Company

Engage FI LLC

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