Executive/Financial Assistant

Found in: Appcast Linkedin GBL C2 - 2 weeks ago


Seattle, United States Young Financial Group, LLC Full time

Company Description

Young Financial Group, located in Seattle, Washington, specializes in designing comfortable insurance and investment portfolios for companies and individuals. With a focus on tax minimization and diversification, we assist our clients in developing comprehensive plans to accumulate wealth. Our services include retirement planning, life insurance, general savings and investing, disability insurance, education planning, and estate planning.


Role Description

This is a full-time on-site role for an Executive/Financial Assistant at Young Financial Group. The Executive/Financial Assistant will be responsible for providing executive support, assisting with investment portfolio reports, communicating with clients and team members, and providing general administrative assistance. This is a career opportunity for an individual who can work with accuracy and proficiency and has an interest in financial services. We have a great work-life balance and offer competitive benefits.


Qualifications

  • Experience in Executive Administrative Assistance and Administrative Assistance
  • Strong Executive Support skills
  • Excellent Communication skills
  • Proficient with Microsoft Office products
  • Comfortable with Adobe Acrobat Pro & DocuSign is preferred
  • Attention to detail and ability to prioritize tasks
  • Organizational and time management skills
  • Ability to work effectively in a team environment
  • Knowledge of financial services and terminology is a plus
  • Bachelor's degree in Business Administration or related field is preferred


Job Responsibilities

  • Maintaining detailed client account records
  • Preparing client documents in a timely manner
  • Compiling financial analysis and portfolio materials
  • Preparing spread sheets and sales material
  • Reviewing transactional data with an eye for detail
  • Following up with clients and financial institutions
  • Scheduling clients and maintaining the advisors calendar
  • Managing any office duties and tasks that may come up
  • Prioritizing tasks in a fast pace work environment
  • Staying organized and up-to-date with any on-going projects


Benefits

This is a Full-Time salary position Monday-Friday. Part-Time may be considered for the right candidate. Schedule may include a combination of in-person and remote work. Compensation is competitive, and negotiable based on experience and initiative. Benefits are available for this position following a 90-day initial review period and include:

  • PTO - Vacation & Sick time
  • Long term disability
  • Health insurance (vision & dental included)
  • 401k plan with employer matching



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