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Executive Assistant
RFG Advisory Birmingham, AL
$70k-90k (estimate)
Full Time | Business Services 1 Month Ago
Save

RFG Advisory is Hiring an Executive Assistant Near Birmingham, AL

Description:

RFG Advisory seeks an energetic, diligent, and detail-oriented individual to join our team! This is not a traditional executive assistant role. This role will be both rewarding and challenging, requiring a diverse skill set and a resourceful attitude. You will have the opportunity to serve as an essential resource for three of our C-Suite Executives and contribute to the success of RFG at the highest level.

We seek a highly organized and proactive Executive Assistant to support three C-suite executives comprehensively. The ideal candidate will thrive in a fast-paced environment, possess exceptional communication skills, and demonstrate the ability to manage multiple priorities with ease.

Primary Responsibilities:

  • Manage complex and frequently changing calendars for three C-suite executives, including scheduling meetings, conference calls, and appointments.
  • Coordinate all aspects of travel arrangements, including flights, hotels, and transportation for executives utilizing preferred airlines and hotels as well as analytical reasoning to determine the best available itinerary.
  • Plan and execute events, including client events, seminars for advisors and prospects, and internal team meetings.
  • Create high-quality presentation decks for events and board meetings, ensuring content is accurate, engaging, and aligned with company standards.
  • Collaborate with internal teams to support the scaling of the business, including assisting with project management, research, and other tasks as assigned.
  • Handle personal tasks on an as-needed basis.
  • Develop relationships with our Advisors.

Benefits:

  • Competitive Salary Annual Bonus based on firm growth.
  • Generous PTO, Company Holidays & Charitable Workday
  • Health, Dental, and Vision Insurance with company stipend
  • 401(k) Safe Harbor contribution
  • Company-sponsored Short-term and Long-term Disability Life Insurance
  • Voluntary Life Insurance, Accident, Cancer, and Critical Care coverage for you and your dependents
  • Dependent Care FSA and Medical FSA
  • Maternity/Paternity leave
  • Surface Pro Home setup
  • Cell phone reimbursement
  • Continuing education and professional development support
  • Loads of awesome RFG Swag!

Company Culture:

RFG Advisory is an innovator in the wealth-management industry. Recognized by Investment News?as a 2021, 2022, and 2024 Best Place to Work for Financial Advisers, our team of A-players have a servant heart and a warrior mindset. What drives our success is we are a team of passionate professionals who work together to foster the independence of Financial Advisors across the country. Our team is growing and seeking A-player talent to help us build the RIA of the future.?

This is a unique opportunity to be a part of a growing team in a fast-paced and changing industry. Our most recent Net Promoter Score among our corporate team was a 90 with 94% participation! Our team members consistently comment about our culture, teamwork, support of leadership and executive team, and the collaboration that happens amongst our functional teams. If you are looking for a fun, positive group of people to work within a dynamic organization, please apply!

Requirements:

Qualifications:

  • Bachelor's degree preferred.
  • Proven experience as an executive assistant or similar role supporting C-suite executives in a growth-oriented business.
  • Exceptional organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Strong attention to detail and accuracy, especially when creating presentations and other materials.
  • Excellent communication and interpersonal skills, with the ability to interact professionally and confidently with executives, clients, and team members.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software.
  • Ability to maintain confidentiality and handle sensitive information with discretion.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$70k-90k (estimate)

POST DATE

03/08/2024

EXPIRATION DATE

07/03/2024

WEBSITE

rfgadvisory.com

HEADQUARTERS

ALEXANDER CITY, AL

SIZE

50 - 100

FOUNDED

2003

TYPE

Private

CEO

KAREN S JENNINGS

REVENUE

<$5M

INDUSTRY

Business Services

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About RFG Advisory

Reliance Financial is a provider of financial and retirement planning services.

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