Security Licensed Executive Assistant

Executive Assistant: Are you the right applicant for this opportunity Find out by reading through the role overview below.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:1. 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.2. 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.3. Project Management:  - Assist in managing multiple projects simultaneously, ensuring timelines and deliverables are met.  - Monitor progress and provide updates to executives on project status.4. 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.5. 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-office- 3+ 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 salary- Health insurance credit - Retirement plans- Professional development opportunitiesJoin our team and contribute to our mission of delivering exceptional financial services through effective administration and collaboration. 

Created: 2025-09-30