Executive Administrative Assistant - Freedom Financial Group
Job Description
Insight Global is looking for an Executive Administrative Assistant to work for a well established and growing financial advisory firm in Birmingham, AL. The position is on site M-F 8:30 - 5.
Required Skills & Experience
Associates Degree
4+ years of Executive Assistant experience in a busy office
Intermediate to advanced skills with MS Office Suite
Daily Responsibilities
Ability to prioritize projects and manage time
Provide outstanding customer service
Excellent communication - both verbal and written
• Good-natured, positive attitude • Self-directed initiative • A desire for continuous learning • Ability to adhere to complex regulatory and compliance requirements • Ability to work well in a fast-paced, demanding environment
Responsibilities:
Assisting the Financial Advisors in managing the firm wide offices to exceed excellent and regulatory expectations include: • Helping manage the calendar continuously throughout the year • Scheduling appointments both for the CEO and all financial advisors • Booking all travel arrangements for the company as needed • Keeping CRM system up to date and accurate • Ensuring CEO is organized and prepared for all team and client meetings • Coordinating with IT department on all office equipment • Organizing office operations and procedures • Helping to keep the office tidy, both front office and back office • Keeping inventory of office supplies and ordering as needed • Maintaining company's filing system • Managing compliance • Maintaining confidential information • Following through on any outstanding projects • Various industry specific tasks