Security Licensed Executive Assistant

Executive Assistant: Client: Wealth Strategies Financial Group Job Summary:We are seeking a highly organized and proactive Executive Assistant to support our managing partner in the Financial Services industry. The ideal candidate will possess exceptional multitasking abilities, strong communication skills, and a keen understanding of financial operations. This role involves managing key administrative tasks, facilitating communication, and ensuring smooth day-to-day operations.Key Responsibilities:Administrative Support:Provide high-level administrative support to managing partner , including calendar management, travel arrangements, and meeting coordination.Prepare and organize documents, reports, and presentations for meetings and conferences.Communication:Act as a liaison between the executive team and internal/external stakeholders, maintaining professional communication channels.Screen and prioritize incoming calls, emails, and correspondence.Project Management:Assist in managing multiple projects simultaneously, ensuring timelines and deliverables are met.Monitor progress and provide updates to executives on project status.Financial Analysis:Support financial planning and analysis activities, including preparing budgets and tracking expenses.Coordinate with finance teams to gather and compile data for reports.Event Planning:Organize and coordinate internal and external events, including meetings, conferences, and team-building activities.Qualifications:licensed with series 7 and series 66 , LAH , and variable license Bachelor's degree in Finance, Business Administration, or a related field.-4 days in-office3+ years of experience as an Executive Assistant or in a similar role, preferably in the financial services sector.Strong proficiency in Microsoft Office Suite and financial software.Excellent organizational, time management, and problem-solving skills.Ability to handle confidential information with discretion and integrity.Strong interpersonal skills and the ability to work collaboratively.Benefits:Competitive salaryHealth insurance credit Retirement plansProfessional development opportunitiesJoin our team and contribute to our mission of delivering exceptional financial services through effective administration and collaboration. 

Created: 2025-09-15