Executive Administrative Assistant - Financial Services

Wealth Partners Capital Group, LLC; West Palm Beach (FL); On-site; USD 40,000 - 54,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401(k)

Disability benefits

Job summary

A financial services holding company is seeking an Administrative Assistant based in West Palm Beach, FL. The role requires strong organizational skills, attention to detail, and proficiency in Microsoft Office. Responsibilities include managing complex travel arrangements, scheduling meetings, and handling correspondence. Excellent benefits are provided, including health, dental, vision, 401(k), and a competitive salary for qualified candidates.

Qualifications

• Bachelor's degree is required.
• Advanced in Microsoft Office (Outlook, Excel, Word, PowerPoint).
• Strong attention to detail and accuracy.
• Methodical organizational skills with the ability to multi-task.
• Thrives in a high-pressure and fast-paced environment.
• Exhibits a high level of discretion around sensitive information.
• Excellent oral and written communication skills.

Responsibilities

• Schedule complex travel for the team, including personal travel for executives.
• Manage multiple calendars, schedule internal and external calls and meetings in Outlook.
• Schedule and manage video calls and conference room bookings.
• Answer and direct incoming calls on a multi-line phone.
• Generate documents, agendas, and presentations utilizing Word, PowerPoint, and Excel.
• Monitor team expenses, subscriptions, and travel credits.
• Various projects as assigned.

Skills

Organizational skills

Attention to detail

Communication skills

Ability to multi-task

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

A financial services holding company is seeking an Administrative Assistant based in West Palm Beach, FL. The role requires strong organizational skills, attention to detail, and proficiency in Microsoft Office. Responsibilities include managing complex travel arrangements, scheduling meetings, and handling correspondence. Excellent benefits are provided, including health, dental, vision, 401(k), and a competitive salary for qualified candidates.