Logo
FIG Talent Solutions

FIG Talent Solutions is hiring: Executive Assistant in Virginia Beach

FIG Talent Solutions, Virginia Beach, VA, United States, 23450

Save Job

Position Overview

We’re hiring a confident, people-savvy Executive Assistant to support one of our top financial professionals. This is not your average “assistant” role—this is a dynamic, full-time in‑office position that blends executive support, client relationship management, and event coordination. You’ll serve as the trusted right hand of a high‑performing advisor and play a key role in delivering a first‑class client experience.

Key Responsibilities

  • Manage the advisor’s calendar, coordinate meetings, and schedule client appointments with clarity and efficiency
  • Serve as the first point of contact for prospects and clients—by phone, email, and in person—with professionalism, warmth, and confidence
  • Make proactive outbound calls to schedule client meetings and follow up on inquiries or leads
  • Oversee client communication and maintain strong, long‑term relationships
  • Organize registration and logistics for client workshops and client follow‑up
  • Provide in‑person event support (approximately four workshop series per year) and assist with planning and execution
  • Coordinate with internal team members to ensure smooth progression of client cases
  • Handle day‑to‑day administrative tasks to support seamless office operations
  • Assist with administrative paperwork such as applications and transfer forms

Qualifications

  • Exceptional written, verbal, and interpersonal communication skills are required. You enjoy engaging with people and building trust
  • Professional phone presence with the ability to guide conversations toward clear next steps
  • Experience with event planning or client hospitality is a plus
  • Highly organized, detail‑oriented, and capable of managing multiple priorities
  • Tech‑savvy, with familiarity in Google Workspace (specifically Google Docs and Google Sheets or Excel), Zoom, Redtail CRM, DocuSign, etc. Experience with Redtail and ShareFile is a plus
  • Previous experience in financial services, insurance, or wealth management is strongly preferred
  • Must be local to Newport, New; this role also requires availability for select evening hours during quarterly client workshops. When workshop commitments extend beyond regular hours, work schedules on other days can be adjusted accordingly
  • College degree preferred but not required

If you are someone who thrives in a professional, fast‑paced environment and enjoys being a key support to both leadership and clients, we’d love to hear from you.

#J-18808-Ljbffr