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Executive Assistant

1 month ago

Fort Lauderdale, United States Sound Income Group Full time
Job DescriptionJob DescriptionDescription:

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.

The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards.

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.


Sound Income Group is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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