Executive Assistant
2 months ago
Position Summary:
The Executive Assistant plays a crucial role in supporting financial advisors by managing administrative tasks, facilitating client communications, and assisting with financial planning processes. This position requires strong organizational and communication skills, attention to detail, and the ability to manage competing priorities with professionalism and discretion.
Key Responsibilities:
Client Support:
- Assist in preparing and processing client documentation.
- Schedule and confirm client appointments.
- Respond to client inquiries via phone, email, and in-person meetings.
- Maintain and update client contact lists.
Administrative Tasks:
- Maintain and update client records and databases.
- Prepare reports, presentations, and financial summaries.
- Handle correspondence and communication on behalf of the financial advisor.
Compliance and Record Keeping:
- Ensure all client interactions and transactions comply with regulatory requirements.
- Maintain accurate and up-to-date records of client interactions and financial plans.
- Manage client records in Salesforce and other approved CRM systems.
Event Coordination:
- Assist in planning and organizing client events, seminars, and webinars.
- Coordinate logistics, including venue booking, catering, and guest lists.
- Promote events through various marketing channels.
Office Management:
- Manage office supplies and ensure a professional and welcoming office environment.
- Coordinate with other team members to ensure smooth office operations.
Qualifications:
Education:
- Bachelor’s degree in business, communications, or a related field preferred.
Experience:
- 5 – 10 years of experience in an administrative role, financial services is highly preferred.
- Experience supporting multiple advisors and managing competing tasks and priorities.
- Familiarity with Salesforce or other large CRM databases is strongly preferred.
- Knowledge or interest in financial products and services.
Skills:
- Strong organizational and multitasking abilities.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Ability to maintain confidentiality and handle sensitive information.
- Creative thinking and problem-solving abilities.
Compensation:
Competitive salary based on experience.
Benefits package including employer-provided health insurance, 401(k) with employer match, and paid time off.
-
Executive Assistant
1 month ago
falls church, United States 1804 Financial Group Full timePosition Summary:The Executive Assistant plays a crucial role in supporting financial advisors by managing administrative tasks, facilitating client communications, and assisting with financial planning processes. This position requires strong organizational and communication skills, attention to detail, and the ability to manage competing priorities with...
-
Executive Assistant
2 months ago
Falls Church, United States 1804 Financial Group Full timePosition Summary:The Executive Assistant plays a crucial role in supporting financial advisors by managing administrative tasks, facilitating client communications, and assisting with financial planning processes. This position requires strong organizational and communication skills, attention to detail, and the ability to manage competing priorities with...
-
Executive Assistant
2 months ago
Falls Church, United States 1804 Financial Group Full timePosition Summary:The Executive Assistant plays a crucial role in supporting financial advisors by managing administrative tasks, facilitating client communications, and assisting with financial planning processes. This position requires strong organizational and communication skills, attention to detail, and the ability to manage competing priorities with...
-
Executive Assistant
10 hours ago
Falls Church, United States Disability Solutions Full timeJob Description What’s it like to work at BAE Systems? In a word, Remarkable! BAE Systems, Inc. is seeking an experienced administrative professional with obsessive attention to detail and excellent communication skills to provide support to the Senior Vice President of Strategy and Planning (SVP, S&P) and limited staff. This position will act as the...
-
Executive Director, Mars Philanthropic LLC
1 week ago
Falls Church, United States Mars Full timeJob Description: The Executive Director will lead the development and day-to-day operations of Mars new philanthropic LLC, developing its first strategic plan, hiring and overseeing the work of two program officers, and managing the LLCs annual grant-making budget. The Executive Director will also drive the agenda for all LLC Board meetings and lead all...
-
Executive Director, Mars Philanthropic LLC
1 week ago
Falls Church, United States Mars Full timeJob Description: The Executive Director will lead the development and day-to-day operations of Mars new philanthropic LLC, developing its first strategic plan, hiring and overseeing the work of two program officers, and managing the LLCs annual grant-making budget. The Executive Director will also drive the agenda for all LLC Board meetings and lead all...
-
Executive Assistant
4 weeks ago
Falls Church, VA, United States 1804 Financial Group Full timePosition Summary:The Executive Assistant plays a crucial role in supporting financial advisors by managing administrative tasks, facilitating client communications, and assisting with financial planning processes. This position requires strong organizational and communication skills, attention to detail, and the ability to manage competing priorities with...
-
Sr. Sales Executive
1 week ago
Falls Church, United States NTT DATA Full timeReq ID: 301506 NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Sr. Sales Executive - Federal Civilian Agencies to join our team in McLean, Virginia (US-VA), United States (US). At...
-
Sr. Sales Executive
4 days ago
Falls Church, United States NTT DATA Full timeReq ID: 301506 NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Sr. Sales Executive - Federal Civilian Agencies to join our team in McLean, Virginia (US-VA), United States (US).At NTT...
-
Brand Marketing Assistant
3 months ago
Falls Church, United States Smart Solutions Inc Full timeDescription As a Brand Marketing Assistant, you will play a pivotal role in supporting our marketing team in executing impactful campaigns and ensuring seamless event coordination. This entry-level position is an exciting opportunity to gain hands-on experience in the world of event marketing while contributing to the success of our clients' brands....
-
Executive Chef Assistant
1 week ago
Post Falls, Idaho, United States Sawmill Grille & Spirits Full timeJob OverviewSawmill Grille & Spirits is seeking a skilled Executive Chef Assistant to join our culinary team. As a key member of our kitchen staff, you will assist in preparing and cooking meals for our guests.CompensationWe offer a competitive salary of $42,000 per year, based on industry standards and taking into account the cost of living in your...
-
Senior Executive Assistant
4 days ago
Great Falls, United States GTN Technical Staffing and Consulting Full timeGTN Staffing is seeking a Senior Executive Assistant/Business Administrator for a 100% onsite, direct hire position in Great Falls, Montana. Candidates must be US Citizen or Green Card as no sponsorship is available. Must be local to Great Falls, MT currently.Job Title - Senior Executive Assistant/Business AdministratorJob Location - Great Falls, MontanaJob...
-
Executive Assistant to Leadership
1 week ago
Menomonee Falls, Wisconsin, United States Froedtert Health Full timeAt Froedtert Health, we're seeking a highly skilled Administrative Assistant to join our team. As an Executive Assistant, you'll play a vital role in supporting leadership at an Executive Director level with various administrative functions.Job Summary: This position will be responsible for calendar management, meeting minutes, itineraries, travel...
-
Executive Assistant MT
6 days ago
great falls, United States Indotronix International Corporation Full timeJob Title: Senior Executive Assistant- Permanent RoleLocation: Great Falls, MT 59405 Purpose of Position - This dynamic role demands a high-performing go-getter with a “get it done” attitude and requires an administrative professional with a strong background in executive support in a corporate environment and at times will act as a...
-
Account Executive, Public Sector
1 week ago
Falls Church, United States Salesforce.Com Inc Full timeTo get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category: Sales About Salesforce: We're Salesforce, the Customer Company, inspiring the future of business with AI Data CRM. Leading with our core values, we help companies across every industry blaze new...
-
CVOR Technologist
1 week ago
Falls Church, Virginia, United States Aureus Medical Group - Nursing Full timeAureus Medical Group - Nursing is seeking a highly skilled travel CVOR technologist for a 12-week assignment in Falls Church, Virginia.Job OverviewThis role offers a unique opportunity to work as a surgical assistant in the cardiovascular operating room (CVOR) at a leading hospital. As a travel CVOR technologist, you will be responsible for providing...
-
Assistant Store Management Trainee
6 days ago
Falls Church, Virginia, United States Giant Food Full timeGiant Food is a dynamic and growing grocery company with a strong commitment to its employees and customers. As an Assistant Store Manager, you will play a critical role in driving sales, improving customer satisfaction, and developing a high-performing team.About the RoleThis exciting opportunity will see you working closely with store management to develop...
-
Clerical/Administrative Assistant
1 week ago
Falls Church, United States QED Analytics Inc Full timeLOCATION: Falls Church, VA and other VA locationsSUMMARY: The Clerica/Administrative Assistant will support the Defense Health Agency (DHA). Provide support to the Office Chief on Specific tasks include but are not limited to: Professional Services-Contracting Division (PS-CD), Managed Care - Contracting Division (MC-CD), Enterprise Medical...
-
Physical Therapist Assistant
3 weeks ago
Falls Church, United States Powerback Rehabilitation Full timePhysical Therapist Assistant Key information: Title: Physical Therapist AssistantLocation/work environment: In facilityReporting structure: Reporting to Director of Rehab About the job As a Physical Therapist Assistant, you help patients get well. You are the person who can bring their power back. In doing this, you will implement physical therapy...
-
Physical Therapist Assistant
3 weeks ago
Falls Church, United States Powerback Rehabilitation Full timePhysical Therapist Assistant Key information: Title: Physical Therapist AssistantLocation/work environment: In facilityReporting structure: Reporting to Director of Rehab About the job As a Physical Therapist Assistant, you help patients get well. You are the person who can bring their power back. In doing this, you will implement physical therapy...