What are the responsibilities and job description for the Executive Assistant position at Garden State Securities?
Job Description
Job Description
Executive Assistant
Location : Red Bank, NJ - Hybrid
Job Type : Full-Time
About Us
At The Opus Group, we specialize in private wealth management for partners of the Big 4 professional service firms, professional athletes, and high-net-worth individuals, families, and institutions.
Job Summary
We are seeking a highly organized, tech-savvy Executive Assistant to provide comprehensive support to our executive team. The ideal candidate is proactive, detail-oriented, and possesses strong problem-solving skills. This role requires the ability to manage complex schedules, coordinate meetings, and handle confidential information. Additionally, the Executive Assistant will play a critical role in preparing subscription documents for private investments, ensuring accuracy and compliance with industry standards.
Key Responsibilities
- Calendar & Email Management : Coordinate executive schedules, book meetings, and manage high-volume email correspondence.
- Document Preparation : Prepare, review, and manage subscription documents for private investments, ensuring accuracy, completeness, and compliance with regulatory requirements.
- Communication & Coordination : Act as a liaison between executives and internal / external stakeholders.
- Document & Data Management : Organize and maintain digital files, prepare reports, and handle confidential information securely.
- Travel & Expense Management : Arrange travel itineraries, process expenses, and track reimbursements.
- Tech & Process Optimization : Use and recommend tools to improve workflow efficiency.
Required Skills & Qualifications
Company Description
40 yr old financial services firm with 17 branch locations.
Company Description
40 yr old financial services firm with 17 branch locations.