RocketPartner
Security Licensed Executive Assistant
RocketPartner, Southfield, Michigan, United States, 48076
Executive Assistant:
Client: W
ealth Strategies Financial Group
Job Summary: We are seeking a highly organized and proactive Executive Assistant to support our managing partner in the Financial Services industry. The ideal candidate will possess exceptional multitasking abilities, strong communication skills, and a keen understanding of financial operations. This role involves managing key administrative tasks, facilitating communication, and ensuring smooth day-to-day operations. Key Responsibilities: Administrative Support: Provide high-level administrative support to managing partner , including calendar management, travel arrangements, and meeting coordination. Prepare and organize documents, reports, and presentations for meetings and conferences. Communication: Act as a liaison between the executive team and internal/external stakeholders, maintaining professional communication channels. Screen and prioritize incoming calls, emails, and correspondence. Project Management: Assist in managing multiple projects simultaneously, ensuring timelines and deliverables are met. Monitor progress and provide updates to executives on project status. Financial Analysis: Support financial planning and analysis activities, including preparing budgets and tracking expenses. Coordinate with finance teams to gather and compile data for reports. Event Planning: Organize and coordinate internal and external events, including meetings, conferences, and team-building activities. Qualifications: licensed with series 7 and series 66 , LAH , and variable license Bachelor's degree in Finance, Business Administration, or a related field. -4 days in-office 3+ years of experience as an Executive Assistant or in a similar role, preferably in the financial services sector. Strong proficiency in Microsoft Office Suite and financial software. Excellent organizational, time management, and problem-solving skills. Ability to handle confidential information with discretion and integrity. Strong interpersonal skills and the ability to work collaboratively. Benefits: Competitive salary Health insurance credit Retirement plans Professional development opportunities Join our team and contribute to our mission of delivering exceptional financial services through effective administration and collaboration.
ealth Strategies Financial Group
Job Summary: We are seeking a highly organized and proactive Executive Assistant to support our managing partner in the Financial Services industry. The ideal candidate will possess exceptional multitasking abilities, strong communication skills, and a keen understanding of financial operations. This role involves managing key administrative tasks, facilitating communication, and ensuring smooth day-to-day operations. Key Responsibilities: Administrative Support: Provide high-level administrative support to managing partner , including calendar management, travel arrangements, and meeting coordination. Prepare and organize documents, reports, and presentations for meetings and conferences. Communication: Act as a liaison between the executive team and internal/external stakeholders, maintaining professional communication channels. Screen and prioritize incoming calls, emails, and correspondence. Project Management: Assist in managing multiple projects simultaneously, ensuring timelines and deliverables are met. Monitor progress and provide updates to executives on project status. Financial Analysis: Support financial planning and analysis activities, including preparing budgets and tracking expenses. Coordinate with finance teams to gather and compile data for reports. Event Planning: Organize and coordinate internal and external events, including meetings, conferences, and team-building activities. Qualifications: licensed with series 7 and series 66 , LAH , and variable license Bachelor's degree in Finance, Business Administration, or a related field. -4 days in-office 3+ years of experience as an Executive Assistant or in a similar role, preferably in the financial services sector. Strong proficiency in Microsoft Office Suite and financial software. Excellent organizational, time management, and problem-solving skills. Ability to handle confidential information with discretion and integrity. Strong interpersonal skills and the ability to work collaboratively. Benefits: Competitive salary Health insurance credit Retirement plans Professional development opportunities Join our team and contribute to our mission of delivering exceptional financial services through effective administration and collaboration.