Executive Assistant
- Source: LinkedIn
- Wealth Advisory Group LLC
- On-site
- Lawrence
- Full-Time
- Mid level
Job Description
Executive Assistant - Financial Services
Location: Far Rockaway, NY / Hybrid
We are seeking an experienced, proactive, and highly organized Executive Assistant to provide high-level support to a senior financial services professional and help manage day-to-day operations. The ideal candidate is a polished professional who is resourceful, detail-oriented, and takes ownership in a fast-paced environment.
Key Responsibilities Include :
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Provide executive-level administrative support, including calendar management, coordinating meetings, and client correspondence.
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Handle client service requests and ensure timely follow-up.
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Prepare reports, presentations, and financial documents with accuracy.
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Maintain client records and assist with special projects.
Qualifications :
-Proven track record in an executive or senior administrative support role, preferably within financial services.
-Strong organizational and time management skills, with keen attention to detail.
-Dependable and able to handle confidential information.
-Excellent written and verbal communication skills, including professional phone etiquette.
-Proficient in Microsoft Office Suite.
-Life, Accident, and Health License is a plus.
-Salary commensurate with experience.
Qualified candidates should email their resume to [email protected]
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