Executive Assistant

Benefits:

• 401(k) matching
• Health insurance
• Paid time off
• Profit sharing
• Training & development
  
  
  

Executive Assistant

Global Advisor Group provides financial planning and wealth management services to clients in all 50 states and over 100 countries across the globe. Our team members, apply their extensive client service experience and deep knowledge of investment management to meet the complex financial planning needs of expatriate Americans, and foreign nationals with integrity, objectivity, and perspective. We recognize that our team members are our strength, and the diverse talents they bring to our workforce are directly linked to the firm’s success. We are seeking an Executive Assistant to help us deliver exceptional results and join our team!

Position Summary

Our Executive Assistant uses skills obtained through experience and training to provide general office support including but not limited to answering telephones, assisting visitors, coordinating travel and meetings, event planning, maintaining all office inventory and processing accounts payable. The executive assistant will work to resolve and/or refer problems or inquiries from the CEO, Office Manager, Financial Advisors, and Support Staff. This is an onsite position, and we will only consider candidates that will work 5 days/week in our Reston, VA office.

Knowledge/Requirements

• Preferred 4-Year Bachelor’s Degree and 2-4 years of administrative experience
• Prior experience preferred working in a broker-dealer office or finance industry
• Microsoft Excel, Word, Outlook and PowerPoint proficiency to produce professional documents
• Uphold a polished, professional and welcoming nature with external and internal business contacts
• Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to complete assigned tasks on time
• Excellent verbal and written communication skills to communicate ideas and thoughts in a clear, professional manner to managers, team members, and clients
• Effective problem-solving skills to resolve routine client questions
• Ability to handle a moderate amount of incoming phone calls daily
• Ability to work independently and in teams to complete high-priority tasks in a timely manner
• Preferred experience with travel and/or event planning
• FBI background check and credit check required
• Regular and timely attendance is required
  
  
  

Job Duties And Responsibilities

• Greets clients and visitors in a friendly, courteous and professional manner
• Answers and effectively fields and directs all incoming calls
• Prepares and distributes internal communication on behalf of the firm.
• Coordinates and schedules client and prospect calls, meetings and maintains Microsoft Outlook office calendars
• Works ethically and with integrity, including maintaining client and firm confidentiality
• Books and plans time sensitive international and domestic travel arrangements and conferences for the CEO and Advisors
• Maintains various organization memberships for the CEO
• Schedules and coordinates client and fund company market updates, strategies, and portfolio webinars and events
• Maintains and orders office equipment & supplies while overseeing security systems, phone and internet service providers
• Handles bills and checks while maintaining accounts payable and business-related expenses
• Works closely with the marketing committee to identify key opportunities for innovation while developing marketing strategies
• Assists in creating marketing materials such as website content, social media posts, monthly newsletters, and flyers
• Helps organize and coordinate marketing events such as conferences and webinars, while assisting with the distribution of marketing materials
• Supports team members with various duties and responsibilities as assigned