Position Description

Title:  Executive Assistant
Location:  Wyomissing, PA


Job Summary

Domani Wealth is an established wealth advisory firm with over two decades of experience in helping provide our clients and employees the opportunity for a better tomorrow. We are team-oriented and focused on creating successes for clients and team-members alike.

Domani Wealth is currently seeking an Executive Assistant to join our growing team. The position is located in Wyomissing, PA.

Responsibilities & Personal Qualities

  • Cultivate superior customer service with clients and team members.
  • Answer and operate a six office multi-line phone system.
  • Prepare written correspondence and assemble reports and presentations.
  • Assist with firm wide and client mailings.
  • Maintain electronic files and update the firm’s CRM system.
  • Oversee the office mail system.
  • Schedule meetings and maintain calendars for Partners and Senior Advisors.
  • Coordinate and plan event logistics including reservations, conference rooms, attendees, conference call details, meals, etc.
  • Attend periodic firm team meetings and training sessions – may include travel to other offices.
  • Support other administrative team members as requested or workload requires.
  • Oversee the upkeep of office equipment, ordering of office supplies, and responding to office maintenance requests.

Technical Qualifications

  • Minimum of 5 years of professional administrative experience.
  • Notary certification (If Not, Must Obtain).
  • Advanced/Proficient with Word, Excel, PowerPoint, Outlook, and CRM Systems.
  • Excellent written and verbal communication skills.
  • Strong organizational skills with attention to detail.
  • Team player, able to work in a fast-paced environment with all levels of team members as well as clients.
  • Ability to accept and assist in facilitating change management for firm wide process improvements.
  • Strong work ethic that understands the “Client First” priority.

Salary & Benefits

Pay is competitive and based on industry standards. Benefits include 401k with employer contributions.


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