What are the responsibilities and job description for the Executive Assistant position at Lineage Wealth Management, Inc.?
Base Pay Range: $39,707.20 - $50,080.00 per year
Career description:
Growing boutique wealth management practice is seeking a passionate associate who excels at delivering outstanding client service! Do you have a knack for building relationships and solving problems? Join our dynamic team in Downtown Norfolk as an Executive Assistant!
As a key member of our client services team, you will provide exceptional support to the
Managing Partner, ensuring needs are met with professionalism and care. We are looking for an enthusiastic individual who is eager to grow in a career and excel in a fast-paced environment.
Key Responsibilities:
Administrative Support
Manage and maintain the Managing Partner’s calendar, including scheduling meetings,
appointments, and travel arrangements. Prepare and edit correspondence, reports, presentations, and other documents. Organize and prioritize emails, calls, and requests to ensure timely responses. Handle confidential information with integrity and professionalism.
Project & Operations Support:
Assist in project management, tracking deadlines, and ensuring timely completion of tasks.
Conduct research, compile data, and prepare reports as needed. Coordinate and support company-wide initiatives and special projects
Meeting & Event Coordination:
Organize and prepare for meetings, including setting agendas and following up on action items. Plan and execute company events & conferences.
Communication & Relationship Management:
Act as a liaison between the Managing Partner and internal/external stakeholders.
Build and maintain relationships with key clients, partners, and vendors. Represent the Managing Partner in a professional and courteous manner in all interactions.
Qualifications & Skills
Bachelor’s degree in Business Administration, Communications, Marketing, or a related field (or equivalent work experience). 3 years of experience in an administrative or corporate environment. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Strong organizational and time management skills, with the ability to multitask in a fast-paced environment.
Excellent written and verbal communication skills.
Ability to exercise sound judgment, discretion, and confidentiality.
High level of professionalism, adaptability, and problem-solving skills.
Professional attire is required!
Preferred Qualifications:
Active VA State L&H License, FINRA Securities Registrations
Experience supporting leadership positions.
Must pass an FBI background check, including fingerprinting & drug test.
Compensation & Benefits:
Base salary from $39,707.00 to $50,080.00 commissions & Christmas bonus.
Paid time off & continuing professional career development opportunities provided by the firm.
Corporate Rental Car Program for Networking Events.
Career Position: Full-time
Benefits:
Paid time off
Paid professional development assistance
Schedule:
Monday to Friday 9:30 A.M. to 5:30 P.M.
No weekends
Ability to Commute:
Norfolk, VA 23510 (Required)
Ability to Relocate:
Norfolk, VA 23510: Relocate before starting work (Required)
Work Location: In person
Job Type: Full-time
Pay: $39,707.00 - $50,080.00 per year
Benefits:
- Paid time off
- Professional development assistance
Ability to Commute:
- Norfolk, VA 23510 (Required)
Ability to Relocate:
- Norfolk, VA 23510: Relocate before starting work (Required)
Work Location: In person
Salary : $39,707 - $50,080