Insight Global
Executive Administrative Assistant Job at Insight Global in Birmingham
Insight Global, Birmingham, AL, United States, 35298
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 companys filing system
•Managing compliance
•Maintaining confidential information
•Following through on any outstanding projects
•Various industry specific tasks
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Required Skills & Experience
•Associates Degree
•4+ years of Executive Assistant experience in a busy office
Intermediate to advanced skills with MS Office Suite
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
•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 companys filing system
•Managing compliance
•Maintaining confidential information
•Following through on any outstanding projects
•Various industry specific tasks
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Required Skills & Experience
•Associates Degree
•4+ years of Executive Assistant experience in a busy office
Intermediate to advanced skills with MS Office Suite
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.