Up North Retirement

Up North Retirement Local Financial Services Firm Specializing in Retirement Income Planning & Risk Mitigation.

We're Hiring!Up North Retirement located in Petoskey, MI is looking for candidates for an Executive Assistant position. ...
09/21/2024

We're Hiring!

Up North Retirement located in Petoskey, MI is looking for candidates for an Executive Assistant position. Set to be filled as early as October 1st!

If interested You can email your resume to [email protected] or fill apply using the link below!

Full job description
We are seeking a highly organized and proactive Executive Assistant to support our CEO. The ideal candidate will be adept at managing a wide range of administrative and executive support tasks, facilitating communication across the organization, and ensuring the smooth operation of daily activities.

Responsibilities

Manage executive calendars, including scheduling meetings, travel arrangements, and appointments.
Prepare and organize documents, reports, and presentations for meetings and executive reviews.
Handle confidential information with discretion and professionalism.
Act as the primary point of contact between executive and customers/agents.
Draft, proofread, and manage correspondence, including emails and memos.
Organize and coordinate meetings, including logistics, agendas, and follow-up actions.
Conduct research as needed to support decision-making processes.
Compile data and prepare reports related to various projects and initiatives.
Assist in maintaining office supplies and equipment as well as cleaning.
Support onboarding and training for new staff members as needed.
Participate in or lead special projects as assigned by executives.
Help develop and implement processes to improve efficiency and productivity.
Proactive appointment scheduling with potential clientele.

Qualifications (Exceptions Can Be Made For The Right Candidate)

3+ years of experience as an executive assistant or in a similar role, preferably within the insurance or financial services industry.
Strong organizational and time-management skills with the ability to prioritize tasks.
Excellent written and verbal communication skills.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software.
Ability to work independently or as part of a team.
High attention to detail and problem-solving skills.
Knowledge of front desk operations and phone systems is a plus.
Ability to maintain confidentiality and exercise discretion in handling sensitive information.
High Ethical & Moral standards.
Ability to effectively engage and communicate directly with the CEO in an open format.
At Up North Retirement, we pride ourselves on providing exceptional service and tailored financial solutions to our clients. As a rapidly growing agency, we are looking for passionate and driven individuals to join our team and help us continue to make a positive impact in our community.

Additionally :

Growth Opportunities: We believe in investing in our employees and providing opportunities for professional development.
Supportive Culture: Join a collaborative team that values innovation, integrity, and excellence.
Competitive Compensation: Enjoy a comprehensive benefits package, including health insurance, retirement plans, and performance bonuses.
Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Experience:

Microsoft Excel: 2 years (Required)
Microsoft Powerpoint: 1 year (Preferred)
Ability to Commute:

Petoskey, MI 49770 (Required)
Work Location: In person

124 Assistant jobs available in Petoskey, MI on Indeed.com. Apply to Administrative Assistant, Medical Assistant, Receptionist/administrative Assistant and more!

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Does yours or your clients?

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It exists...
Until Rates Drop in January

Whos wants to learn more?

Comment below.

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Hello Facebook!

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Tip #1 - Understand how to leverage risk appropriately.

Risk is not a bad thing in general, but it can be if you do not have a key element which is TIME.
TIME can be the enemy of riskier portions of one's portfolio & investing if not properly weighted.

If you can leverage risk with a portion of your retirement savings but always have your income needs & wants covered elsewhere, then you can now give it TIME when it desperately needs it. An example would be TIME to grow after a market correction.

$100,000 invested in the S&P 500 from the year 2000 to today and needing income every year from that portfolio may have a catastrophic ending of total loss in just a shot 10 to 15 years.

BUT if you solved your income elsewhere, it could yield a $400,000 gain today! Wow.

How are you buffering your risk?

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Address

Petoskey, MI

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(855) 646-6784

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