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TalentBridge · 4 days ago

Executive Assistant(Part- Time)

Pittsford, NY

Part-time

Onsite

Mid Level

$25/hr - $35/hr

TalentBridge is seeking an Executive Assistant to provide high-level administrative support. This role is crucial for maintaining executive focus and ensuring timely follow-through on client commitments, with responsibilities including email management, calendar ownership, and client coordination.

AccountingCareer PlanningConsultingFinanceHuman ResourcesInformation TechnologyRecruitingStaffing Agency

Responsibilities

Email inbox management using a defined triage method (delete, do, delegate, draft)

Drafting professional email responses for executive review

Calendar ownership, including meeting scheduling and time-block protection

Tracking follow-ups on leads, referrals, and client requests

Proactive reminders for open cases, projects, licensing, and business initiatives

Client touchpoint coordination, including check-in calls and follow-up tasks

Light LinkedIn monitoring and engagement aligned with firm voice

File organization and document management in OneDrive

Outlook workflow optimization using rules, categories, and views

Administrative support within client portals, including Black Diamond

Preparation and mailing of handwritten thank-you notes

Processing occasional invoice payments

Support for client onboarding logistics and documentation

Assistance with internal process and technology improvement projects

Qualification

Microsoft 365 proficiencyCRM experienceClient portal experienceWritten communicationAttention to detailExecutive inbox managementFinancial planning exposureInvestment terminology familiarity