Senior Administrative Executive

2 weeks ago


Wexford, United States Connolly Financial Services LLC Full time
Job Overview

We are seeking a highly skilled Senior Administrative Executive to join our team at Connolly Financial Services LLC. This role is essential for managing our office operations and providing executive support to the owner.

Key Responsibilities
  • Oversee daily office functions and ensure smooth operations.
  • Assist the owner with administrative tasks and project management.
  • Utilize financial planning and investment service knowledge to support business objectives.
  • Maintain effective communication with clients and stakeholders.
Qualifications

The ideal candidate will possess:

  • Experience in the financial services sector is highly desirable.
  • Exceptional organizational skills and the ability to manage multiple tasks efficiently.
  • Proficiency in Microsoft Office Suite, particularly Outlook 365, Excel, Word, and PowerPoint.
  • Strong interpersonal skills and the capability to follow detailed instructions.
Company Overview

Connolly Financial Services LLC specializes in financial planning, investment services, income planning, annuity sales, and estate planning. We are committed to providing exceptional service and expertise to our clients.



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