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Executive Administrative Assistant

Insight Global
Birmingham, AL Full Time
POSTED ON 1/8/2025
AVAILABLE BEFORE 2/6/2025

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. The following list is a list of responsibilities of the role:

· 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

· Associates Degree

· 4 years of Executive Assistant experience in a busy office

· Intermediate to advanced skills with MS Office Suite


$50,000 to $60,000 per year annual salary.

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.

Salary : $50,000 - $60,000

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