Managing Partner Administrative Assistant

*MANAGING PARTNER ADMINISTRATIVE ASSISTANT* Taylor Associates is a private client group affiliated with Northwestern Mutual located in Charlottesville, VA.
We provide comprehensive financial planning and wealth management solutions.
For nearly 40 years, our team has been helping our clients live impactful lives though the power of intentional planning.
We synchronize income, expenses, investments, insurance, and other financial instruments into a cohesive financial security plan that is designed to move clients confidently toward the future they desire.
We are excited that our team of 10 is quickly growing! This position will work closely with our managing partners and financial advising team.
We are looking for a candidate with a high degree of organizational skills and attention to detail, effective written and verbal communication skills.
As a valuable team member of Taylor Associates, you will be expected to support the long-term strategic plan and vision of the firm by supporting our core values and mission.
*RESPONSIBILTIES: * • Leading and contributing to ad-hoc projects • Cross-train in other support roles • Plan meetings and client appreciation events • Assist in the preparation of regularly scheduled reports • Develop and maintain an online filing system • Update and maintain office policies and procedures • Handle urgent team requests and queries from managing partners • Work independently, meet deadlines and proactively address teams needs *BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO: * • Competitive pay based on experience, licenses, and credential • Leading industry products and solutions built on an integrated technology platform • Full health benefits, group disability, and retirement plans • A culture that promotes integrity, excellence, inclusivity, teamwork, and a work/life balance • A rewarding career, with the opportunity for growth and professional development *DESIRED SKILLS & EXPERIENCE:* • Proficient with Microsoft Office applications including Outlook, Excel, Word, and PowerPoint • Ability to work effectively with people at all levels • Excellent interpersonal skills • Ability to maintain a high degree of confidentiality • High degree of organizational skills • Ability to take independent action to make sound decisions • Excellent written and oral communication skills Job Type: Full-time Benefits: * 401(k) * 401(k) matching * Dental insurance * Employee assistance program * Employee discount * Flexible spending account * Health insurance * Health savings account * Life insurance * Paid time off * Parental leave * Referral program * Retirement plan * Vision insurance Schedule: * Monday to Friday Work Location: In person