Executive Administrative Assistant Job at Insight Global in Birmingham

Executive Administrative Assistant - Freedom Financial Group

Job Description

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.

Required Skills & Experience

• Associates Degree
• 4+ years of Executive Assistant experience in a busy office
• Intermediate to advanced skills with MS Office Suite

Daily Responsibilities

• 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