Executive Administrative Assistant

1 month ago


Grove City, United States Wealth Management Company Full time
Job DescriptionJob Description

We are seeking a highly organized and detail-oriented individual to join our team as an Executive Administrative Assistant. In this role, you will provide comprehensive administrative support to our executive team and contribute to the smooth operation of our organization. The ideal candidate will have excellent communication skills, strong attention to detail, and the ability to handle multiple tasks simultaneously.
 

Responsibilities:

  • Answer phones and greet clients in a friendly, positive, and warm manner. Be the first point of contact for prospects and clients
  • Establish new & existing securities accounts, application completion - Securities, Annuities & Insurance.
  • Communicate with clients & financial intuitions to follow up on money transfers Work collaboratively with staff on asset movements, client service requests and comprehensive record keeping.
  • Maintain office supplies and out-going correspondence
  • Assist clients with issues and concerns
  • Set appointments with clients and assist Advisor with calendar management Pre-appointment preparation including compiling account summaries
  • Maintain office filing system, both paper and electronic
  • Record notes from client conversations
  • Assist with various marketing objectives
  • Other industry-specific tasks as needed
  • Support Advisory teams with financial plan preparation and client reviews Handle confidential information with discretion
  • Provide general administrative support as needed

Requirements:

  • Proven experience as an administrative assistant or similar role in the financial industry
  • Proficient in Microsoft Office Suite (Outlook Calendar, Word, Excel, PowerPoint) -Current or past Series 6 or Series 7 a plus
  • CRM experience preferred
  • Strong organizational skills with the ability to prioritize tasks effectively
  • Excellent written and verbal communication skills
  • Attention to detail and accuracy in all work performed
  • Ability to work independently with minimal supervision
  • Exceptional customer service skills
  • Must be able to pass a background check

We offer competitive compensation and benefits packages including profit sharing plan, paid time off and one week vacation after 6 months. Hours are Monday -Friday 9am- 4pm. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. Apply today to join our dynamic team as an Executive Administrative Assistant

 

Job Type: Full-time


Pay: $20.50 - $24.69 per hour

Expected hours: 35 per week

Benefits:

  • Paid time off

Schedule:

  • Day shift
  • Monday to Friday
  • No weekends

Work Location: In person



  • Kansas City, Missouri, United States Saint Luke's Health System Full time

    Job Description​Job DescriptionThe Saint Luke's Research Department conducts a wide range of clinical studies to advance the prevention and treatment of disease to help patients live healthier and longer lives. The Executive Administrative Assistant position provides administrative support to multiple directors in the research department, and general...


  • Downers Grove, United States Physicians Revenue Group Full time

    We are looking for a responsible **Administrative Assistant** to perform a variety of administrative and clerical tasks. Duties of the Administrative Assistant include providing support to our managers and employees, assisting in daily office needs and managing our company’s general administrative activities. Ultimately, a successful Admin Assistant...


  • Morton Grove, United States LaSalle Network Full time

    LaSalle Network had partnered with a leading organization on the North Shore of Chicago. The organization is a dynamic and influential institution committed to excellence in education. They are currently seeking an experienced and detail-oriented Executive Assistant to the President to support day-to-day operations. As the Executive Assistant to the...


  • Morton Grove, United States LaSalle Network Full time

    LaSalle Network had partnered with a leading organization on the North Shore of Chicago. The organization is a dynamic and influential institution committed to excellence in education. They are currently seeking an experienced and detail-oriented Executive Assistant to the President to support day-to-day operations. As the Executive Assistant to the...


  • Downers Grove, United States Community High School District 99 Full time

    JobID: **Type**: Secretarial/Clerical/Executive Administrative Asst (52 weeks)**Date Posted**: 4/17/2024**Location**: South High School**Date Available**: 07/01/2024 **DESCRIPTION**: Administrative Assistant to Athletic Department - 8 hours/day; 40 hours/week; 5 days/week; 52 weeks/year - Serve as Administrative Assistant to Athletic Director and busy...


  • Kansas City, United States Morgan Hunter Full time

    Administrative AssistantIf you are a driven and highly organized individual with a passion for providing top-notch service, we encourage you to apply for this exciting opportunity to join our client’s growing team as an Administrative Assistant!As the Administrative Assistant, you will play a crucial role in providing comprehensive administrative support...


  • Kansas City, United States Morgan Hunter Full time

    Administrative AssistantIf you are a driven and highly organized individual with a passion for providing top-notch service, we encourage you to apply for this exciting opportunity to join our client’s growing team as an Administrative Assistant!As the Administrative Assistant, you will play a crucial role in providing comprehensive administrative support...


  • Richmond City, United States Genworth Full time

    At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care—and we bring those experiences with us to...


  • Morehead City, United States Harvell and Collins, PA Full time

    Company Description Harvell and Collins, P.A. is a highly rated law firm located in Morehead City, Beaufort, and New Bern, North Carolina. We are dedicated to providing comprehensive legal advice and personalized customer service to our clients. With an emphasis in Estate Planning and Elder Law, as well as Litigation in all Courts, we are committed to...


  • Morehead City, United States Harvell and Collins, PA Full time

    Company Description Harvell and Collins, P.A. is a highly rated law firm located in Morehead City, Beaufort, and New Bern, North Carolina. We are dedicated to providing comprehensive legal advice and personalized customer service to our clients. With an emphasis in Estate Planning and Elder Law, as well as Litigation in all Courts, we are committed to...


  • Morehead City, United States Harvell and Collins, PA Full time

    Company Description Harvell and Collins, P.A. is a highly rated law firm located in Morehead City, Beaufort, and New Bern, North Carolina. We are dedicated to providing comprehensive legal advice and personalized customer service to our clients. With an emphasis in Estate Planning and Elder Law, as well as Litigation in all Courts, we are committed to...

  • Executive Assistant

    2 weeks ago


    Redwood City, United States Gynesonics, Inc. Full time

    We’re currently looking for an executive assistant to be a supportive force who empowers our CEO and senior leadership. The ideal candidate will be a proactive problem solver with exceptional communication skills and meticulous attention for details. This person should have experience working in an office environment, performing administrative duties, and...

  • Executive Assistant

    2 weeks ago


    Redwood City, United States Gynesonics, Inc. Full time

    We’re currently looking for an executive assistant to be a supportive force who empowers our CEO and senior leadership. The ideal candidate will be a proactive problem solver with exceptional communication skills and meticulous attention for details. This person should have experience working in an office environment, performing administrative duties, and...

  • Executive Assistant

    2 weeks ago


    Redwood City, United States Gynesonics, Inc. Full time

    We’re currently looking for an executive assistant to be a supportive force who empowers our CEO and senior leadership. The ideal candidate will be a proactive problem solver with exceptional communication skills and meticulous attention for details. This person should have experience working in an office environment, performing administrative duties, and...

  • Executive Assistant

    1 month ago


    Salt Lake City, United States Operation Underground Railroad Full time

    Job DescriptionJob DescriptionSalary: About Us: OUR Rescue is an international non-profit organization dedicated to combatting child sexual exploitation and human trafficking. With operations in five regional offices around the world, we strive to create a world where everyone can live in safety and dignity. Our team is composed of passionate, innovative,...

  • Executive Assistant

    4 weeks ago


    New City, United States Jivetel Communications Full time

    Job DescriptionJob DescriptionJivetel, a leading telecommunications provider, is seeking an experienced and dynamic Executive Assistant to support our executive team. As the Executive Assistant, you will play a crucial role in assisting our executives with day-to-day operations and ensuring the smooth functioning of our organization. Candidate will manage...


  • Kansas City, United States StoneX Group Full time

    OverviewPosition Purpose and Impact: The Trade Execution Administrative Assistant will provide support to the Execution Team with daily tasks to coordinate the physical movement of commodities (grains and oilseeds) purchased and sold by the organization. This individual will bring attention to detail, support, and professionalism to assist in trade flows. ...


  • Jersey City, New Jersey, United States Encodle Link Full time

    We are looking for a responsible Administrative Assistant to perform a variety of administrative and clerical tasks. Duties of the Administrative Assistant include providing support to our managers and employees, assisting in daily office needs and managing our company's general administrative activities.Responsibilities Answer and direct phone calls...

  • Executive Assistant

    1 month ago


    Universal City, United States NBCUniversal Full time

    **Company Description** We create world-class content, which we distribute across our portfolio of film, television, and streaming, and bring to life through our theme parks and consumer experiences. We own and operate leading entertainment and news brands, including NBC, NBC News, MSNBC, CNBC, NBC Sports, Telemundo, NBC Local Stations, Bravo, USA Network,...

  • Executive Assistant

    2 weeks ago


    New York City, United States KCD Full time

    DESCRIPTION: The Executive Assistant will be based out of our New York office and will provide support for our CEO, Partner of Media Relations, as well as the Media Relations and Digital Groups. This is an administrative heavy position. The ideal candidate will be an excellent communicator, extremely organized, and proactive. They will be proficient in...