Executive Assistant:
Client: W ealth Strategies Financial Group
Job Summary:
We are seeking a highly organized and proactive Executive Assistant to support our managing partner in the Financial Services industry. The ideal candidate will possess exceptional multitasking abilities, strong communication skills, and a keen understanding of financial operations. This role involves managing key administrative tasks, facilitating communication, and ensuring smooth day-to-day operations.
Key Responsibilities:
1. Administrative Support:
- Provide high-level administrative support to managing partner , including calendar management, travel arrangements, and meeting coordination.
- Prepare and organize documents, reports, and presentations for meetings and conferences.
2. Communication:
- Act as a liaison between the executive team and internal/external stakeholders, maintaining professional communication channels.
- Screen and prioritize incoming calls, emails, and correspondence.
3. Project Management:
- Assist in managing multiple projects simultaneously, ensuring timelines and deliverables are met.
- Monitor progress and provide updates to executives on project status.
4. Financial Analysis:
- Support financial planning and analysis activities, including preparing budgets and tracking expenses.
- Coordinate with finance teams to gather and compile data for reports.
5. Event Planning:
- Organize and coordinate internal and external events, including meetings, conferences, and team-building activities.
Qualifications:
licensed with series 7 and series 66 , LAH , and variable license
- Bachelor’s degree in Finance, Business Administration, or a related field.
-4 days in-office
- 3+ years of experience as an Executive Assistant or in a similar role, preferably in the financial services sector.
- Strong proficiency in Microsoft Office Suite and financial software.
- Excellent organizational, time management, and problem-solving skills.
- Ability to handle confidential information with discretion and integrity.
- Strong interpersonal skills and the ability to work collaboratively.
Benefits:
- Competitive salary
- Health insurance credit
- Retirement plans
- Professional development opportunities
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