What are the responsibilities and job description for the Executive Assistant position at Exceed Wealth & Retirement Group?
About Us:
Exceed Wealth & Retirement Group, Inc. is a dynamic and client-focused financial advisory firm committed to providing exceptional wealth management and financial planning services. We value professionalism, attention to detail, and a client-first approach. We are seeking a highly organized and proactive Executive Assistant to join our team and provide critical support to our advisors and leadership.
Position Overview:
As an Executive Assistant, you will play a pivotal role in ensuring the smooth operation of our office by managing administrative tasks, maintaining schedules, and enhancing client relationships. This position requires a high level of discretion, organizational skills, and the ability to multitask in a fast-paced environment.
Key Responsibilities:
Provide administrative support to the leadership team, including scheduling meetings, managing calendars, answering phones, and coordinating travel arrangements.
Prepare and organize client-facing materials, reports, and presentations.
Act as the primary point of contact for clients, maintaining a professional and welcoming demeanor.
Handle confidential information with the utmost discretion.
Manage office operations, including supply inventory, vendor coordination, and maintaining a professional office environment.
Assist with compliance and documentation related to client accounts.
Support marketing efforts by coordinating events, drafting communications, and maintaining social media accounts.
Perform other duties as assigned to support the team.
Qualifications:
Bachelor’s degree or equivalent experience preferred.
Minimum of 3 years of experience in an executive assistant or administrative support role, ideally within the financial services industry.
Strong organizational and multitasking skills with exceptional attention to detail.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and familiarity with CRM systems.
Excellent verbal and written communication skills.
Ability to work independently and as part of a team in a fast-paced environment.
Professional demeanor and ability to interact with high-net-worth clients.
Knowledge of financial services or compliance requirements is a plus.
Benefits:
Competitive salary and performance-based bonuses.
Health, dental, and vision insurance.
401(k) with company match.
Paid time off and holidays.
Opportunities for professional development and growth.
How to Apply:
Please submit your resume and a cover letter detailing your relevant experience and why you are an ideal fit for this role to [contact email]. We look forward to reviewing your application and potentially welcoming you to our team!
Exceed Wealth & Retirement Group, Inc. is an Equal Opportunity Employer.
Salary : $20 - $45