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Executive Assistant

Company: Wealth Strategies Financial Group
Location: Southfield
Posted on: April 10, 2021

Job Description:

WSFG is seeking an organized, proactive, and driven Executive Assistant to support our Managing Partner.
The successful candidate must be an organized self-starter who can react with appropriate urgency to situations with the ability to prioritize tasks. This position requires the ability to discretely handle confidential information, and the ability to build effective and trust-based relationships. Along with the ability to handle delicate situations with empathy, professionalism while maintaining a friendly demeanor. Organizational awareness, accurate prioritization skills, and attention to detail are required.

Duties include management of the following for the Managing Partner:

  • Client Experience to include but not limited to set meetings, review prep, new business processing, follow ups, and tiered client experience. Recruit Experience to include but not limited to follow up, organization, set meetings, and assist with recruit onboarding.
  • Calendar and time management
  • Email management
  • Communication at the firm level with financial advisors
    Basic Qualifications
    • 5+ years of experience as an Executive Assistant
    • Experience in the Financial Industry
    • Experience with Microsoft Office Products
    • Securities Licensed is a plus but not required
      Preferred Qualifications ---
      • Strong organizational and problem-solving skills
      • Effectual verbal and written communicator
      • Aptitude to quickly learn organizational structure and the objectives of the team
      • Experience with prioritizing and handling multiple assignments while maintaining commitment to deadlines
      • A terrific work ethic accompanied by an ever-positive, get-it-done attitude
      • Sound judgment and flexibility in balancing competing priorities
      • Reliability and loyalty to the position and firm
        Securities and Investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Wealth Strategies Financial Group is independently owned and operated. 2000Town Center, Suite 1600, Southfield, MI 48075.dofu 9/2020 TN

Keywords: Wealth Strategies Financial Group, Southfield , Executive Assistant, Other , Southfield, Michigan

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