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Executive Assistant - confidential correspondence (Oklahoma City, OK)

Fernwood Pine Financial Partners · Oklahoma City, OK · contract

We are growing our team at Fernwood Pine Financial Partners and adding an Executive Assistant whose main responsibility will be confidential correspondence. You would work closely with colleagues in operations, support and management. What you will do • Coordinate with partners and staff about customer onboarding. • Manage a busy calendar, travel and expense reports. • Keep files, contracts and follow-ups in order. • Prepare meeting materials and take accurate notes. • Handle sensitive information with care. What we are looking for • Very organised and calm under pressure. • Excellent judgement, discretion and writing. • Three or more years supporting senior managers. Nice to have • Event planning experience. • Experience with customer onboarding. Working arrangement • Contract for six months, with the possibility of becoming permanent. • On site in Oklahoma City. • Applications are reviewed on a rolling basis.

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