Executive Assistant To President

3 weeks ago

Fort Lauderdale, United States Global IT Resources Inc. Full time
Job DescriptionJob Description

FTE - Executive Assistant (Founder & President)

Based out of Ft. Lauderdale, FL (onsite)

Description

Executive Assistant to C-Suite Leadership (Financial Services Industry

We are seeking an experienced and highly skilled Executive Assistant to provide indispensable support to our C-Suite executives. In this vital role, you will act as the gatekeeper and right-hand to senior leadership, ensuring operational efficiency and a seamless experience. This is an onsite position, no hybrid or remote scheduling.

 What we offer:

  • Fantastic company culture; we like working together
  • Competitive salary with bonus potential
  • Excellent benefit package - Our benefits include Health/Dental/Vision, Life Insurance, Short/Long term Disability, Paid time off, 401k with employer match.
  • New, modern office suite in easy to access location in Fort Lauderdale.  TriRail stops at our building and the I-95 on ramp is less than .5 mile away.

Responsibilities:

- Expertly manage complex calendars, scheduling meetings/appointments while prioritizing and protecting executive time

- Coordinate comprehensive travel arrangements for domestic and international trips, anticipating all needs

- Prepare agendas, take minutes, and provide professional briefing materials for executive meetings  

- Process and reconcile expense reports in a timely and accurate manner

- Serve as the initial point of contact for internal and external clients, maintaining professional presence

- Proactively identify and resolve issues before they arise through careful planning and attention to detail

- Handle highly confidential information and matters with utmost discretion

- Provide overall administrative support and special project assistance as needed

 

This is not just a 9-5 role - we need a consummate professional with a strong work ethic to support our high-performing leadership team. 


Requirements

Qualifications and Skills

  • 5-10 years of recent experience as an Executive Assistant supporting C-level leaders, preferably in Financial Services Industry (RIA, Wealth Management, Life Insurance, and/or Annuities) in mid-size company. Rapid company growth experience a plus.
  • Successful Executive Assistant experience supporting highly successful Financial Advisor with a middle to large with firm of their own a plus.
  • Outstanding written and verbal communication skills to interact with all levels of staff and clients.
  • Exceptional organizational abilities with the capacity to multitask and prioritize effectively.
  • Proficiency in Microsoft Office suite is required; experience with database tools is a plus.
  • Understanding of corporate policies, procedures, and best practices.
  • Flexible availability to work extended hours as needed to meet executive demands.
  • Able to prioritize Executive's schedule and time for maximum effectiveness, gatekeep when necessary and anticipate executive's needs.
  • Self-motivated with a reputation for resourcefulness, sound judgment, and working well under pressure.

 

 

Company DescriptionWe believe there is a fundamental need for independent financial advice across America and investors achieve better outcomes when working with a financial advisor. We provide resources, coaches, technology, access to subject matter experts and solutions to financial advisors nationwide.Company DescriptionWe believe there is a fundamental need for independent financial advice across America and investors achieve better outcomes when working with a financial advisor. We provide resources, coaches, technology, access to subject matter experts and solutions to financial advisors nationwide.

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