Concurrent Investment Advisors is a newly formed Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms. By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform,
Concurrent assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field.
Headquartered in Tampa, Concurrent was founded in 2016 and currently serves 76 advisors in 32 offices with $7 billion in assets under management (AUM) and more than $10 billion under advisement.
Company Values
We believe that we best serve our partner firms and their respective clients when we have team members who are aligned in their values. Our team environment is fast-paced, highly collaborative, and innovative. We value motivated team members who enjoy solving problems, are open to implementing new ideas, and take pride in their work product.
Job Title: Executive Team Assistant
Level: Associate
We are seeking a dynamic, detail-oriented candidate for the Executive Team Assistant role. This team member will perform a variety of administrative tasks and support our senior-level managers. Their personalized and timely support will contribute to the overall efficiency of Concurrent. The ideal candidate would be comfortable managing calendars, making travel arrangements and preparing expense reports. To be successful in this role, the associate should be a great communicator, both written and verbally, have effective time management skills, help create efficiencies, and be able to act without guidance.
Duties and Responsibilities
- Act as the point of contact among senior leaders, employees/associates, advisors and other external partners
- Manage information flow in a timely and accurate manner
- Manage senior leader calendars and set up meetings
- Make travel and accommodation arrangements
- Act as an office manager by keeping up with office supply inventory
- Format information for internal and external communication – memos, emails, presentations, reports
- Take minutes during meetings
- Screen and direct phone calls and distribute correspondence
- Organize and maintain the office filing systems (Ex. Box)
- Other duties as assigned
Required Skills/Abilities
- Excellent MS Office knowledge
- Outstanding organizational and time management skills
- Familiarity with office tools and applications
- Excellent verbal and written communications skills
- Discretion and confidentiality
Education and Experience
- Bachelor’s degree required
- Work experience as an Executive or Operational Assistant, Personal Assistant or similar role required
Location / Schedule
- Our home office is located in downtown Tampa, FL.
- Office hours are 9am-5pm Monday-Friday with the option to work from home on Fridays.
Occasional evening/weekend hours may be requested.
- For the right candidate, we will consider a remote position with occasional travel to Tampa required.
Job Type / Compensation
- Full-time, Exempt
- $50,000-$70,000 base per year with additional semi-annual performance and production bonus opportunities
Benefits
- 401(k) matching
- Dental Insurance
- Disability insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Job Type: Full-time
Pay: $50,000.00 – $70,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Tampa, FL 33602: Reliably commute or planning to relocate before starting work (Preferred)
Experience:
- Microsoft Excel: 1 year (Preferred)
- Microsoft Powerpoint: 1 year (Preferred)
Work Location: Hybrid remote in Tampa, FL 33602
