EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.

Job Summary:

The position of Executive Assistant is a dynamic role with a diversified number of assigned daily tasks. The primary responsibility of this position is to provide administrative support to our President and three other founding partners. Additional duties include coordinating meetings, head-quarter office maintenance, supporting with operational tasks and receptionist duties.

The Executive Assistant is responsible for, but not limited to the following:

Coordinating calendar, travel, meetings, and schedule arrangements for our President and Partners. Includes initiating contact, scheduling appointments, securing supplies & equipment, and booking meeting space and/or facilities.
Managing executives’ calendars/daily schedule to include prioritizing meeting requests, tracking action items and commitments of executives and following-up to ensure completion.
Draft, review and send communication as needed.
Performs administrative and functional activities, answering and transferring phone calls, accepting, and distributing mail, coordinating advisor and staff appreciation gifts.
Help facilitate office meetings, reserving conference rooms, booking catering, registering guests, greeting upon arrival, and directing them appropriately.
Manage the ordering of office supplies and pantry items
Other administrative tasks as assigned by Management