What are the responsibilities and job description for the Executive Assistant position at Drake & Associates, LLC?
Executive Assistant
We are seeking a highly organized, proactive, and resourceful Executive Assistant to support the fast-paced CEO of a thriving financial advisory firm. The ideal candidate is a strategic thinker, skilled multitasker, and exceptional communicator with the ability to anticipate needs, manage priorities, and maintain confidentiality. This role requires someone who thrives in a dynamic environment and can adapt quickly while ensuring the CEO’s time is optimized for strategic decision-making.
Administrative Support :
- Manage the CEO’s calendar, including scheduling meetings, appointments, and travel arrangements.
- Prepare agendas, reports, and presentations for meetings, ensuring accuracy and attention to detail.
- Monitor and respond to emails and other communications on behalf of the CEO, prioritizing and escalating as needed.
Time Management :
Communication & Coordination :
Project Management :
Event and Meeting Planning :
Confidentiality & Discretion :
Qualifications :
Key Competencies :
Work Environment :
Salary :
Money for Nothing
Start with three weeks paid time off each year and earn more.
Additional Days Off
When we meet our goals, we prefer to give employees extra days off. Flexibility and in a non-client facing role, kids sick, work from home. We aim to embrace flexibility in the crazy times we live in!
Retirement
We offer Traditional and Roth 401(k)s with a 3% company match, regardless of your contributions. Employees under 50 years of age can contribute $23,000 per year and get a 3% match on top of that. Are you 50 ? You can contribute an additional $7,500 each year in addition to the 3% company match. We can also show you how to fund a Traditional IRA or Roth IRA. We know a lot about money, it’s what we do!
Let’s Stay Healthy
Group health insurance plan with a great provider network, it is the same health insurance that Tony has for himself! We offer health, dental, vision and life insurance.
Hungry?
Free Lunches provided for weekly team building
Free snacks, coffee, tea, sodas, water and hot cocoa — all on-site
Want To Lend a Hand?
We support local charities financially and with paid time-off to volunteer! Use The Force, Luke! Mentorship is part of the deal, we want to help you as a person, not just as an employee.
How Do I Get There?
Waukesha location is just off the Guerke’s corner exit on I-94
Wow, You’re Smart!
We’ll pay for you to obtain your life insurance license; health insurance license and Series 65 securities registration and we will even pay for your Certified Financial Planner® designation! Want to get your CPA license? Let’s do it!
Let’s have fun!
Quarterly team lunches and team building events off site as well as our Annual Team Holiday Party!
Paid-for Annual Trips
Company hits our goals, let’s all travel together!
We are looking for “A” players who want to learn and become part of a fast-paced, growing firm. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Presented by Advisor Employee Services Thank you for your interest in the Executive Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Salary : $65,000 - $80,000
