Executive Assistant

Osaic; La Vista (NE); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid vacation and sick time

Volunteer days

Job summary

Osaic is seeking an Executive Administrative Assistant to provide day-to-day administrative support in a fast-paced, entrepreneurial environment. Responsibilities include managing calendars, preparing expense reports, planning travel and events, and creating presentations.

The role requires excellent communication, discretion, and the ability to work with executive leaders. The position offers a hybrid schedule with in-office requirements and potential for growth within the financial services

Qualifications

• Bachelor's degree preferred; high school diploma with significant experience will be considered.
• Minimum of 2 years of executive administrative support experience.
• Proficiency in scheduling, travel, presentations, and calendar management.
• Advanced proficiency with Microsoft Office (Outlook, PowerPoint, Word & Excel); travel systems (Concur) and expense management.
• Experience with Workday and Concur a plus; strong discretion and confidentiality.
• Excellent interpersonal, communication, and client/leader management skills.

Responsibilities

• Extensive calendar management, travel planning, call and webinar logistics.
• Expense reporting and management.
• Event, meeting and interview planning, execution & oversight.
• Project and special assignment work.
• Process support within systems and tools.
• Presentation and document creation, version management.

Skills

Calendar management

Travel planning

Expense reporting

Presentation creation

Executive support

Confidentiality

Education

Bachelor's degree preferred

Tools

Workday

Concur

Outlook

PowerPoint

Excel

Word

Job description

Osaic Careers

Administrative Opportunity in Financial Services

Executive Assistant

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.

Role Type:

Full time

Salary:

$70,000 - $80,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic's total compensation package.

• health
• vision
• dental insurance
• 401k
• vacation and sick time
• volunteer days
• and much more

To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary:

We are seeking an Executive Administrative Assistant to be responsible for the day-to-day comprehensive administrative support in a fast paced, entrepreneurial environment. The Executive Assistant must be effective in planning, prioritizing, and executing tasks in a timely manner. They must also exhibit skills in building & maintaining strong relationships both internally & externally.

The Executive Assistant's responsibilities include but are not limited to managing calendars, working on deck presentations, and preparing expense reports. To be successful in this role, you should be well-organized, have great time management skills and be able to act without guidance. Ultimately, you will contribute to the efficiency of our business by providing personalized and timely support to executive members. The ideal candidate is both approachable & respectful, comfortable with new technology, virtual meeting platforms and

scheduling systems. Considering the culture of ownership and accountability, this person should be comfortable taking the initiative when faced with administrative decisions.

Responsibilities:

• Extensive calendar management, travel planning, call and webinar logistics
• Expense reporting and management
• Event, meeting and interview planning, execution & oversight
• Project and special assignment work
• Process support within systems and tools
• Presentation and document creation, version management
• This individual must possess excellent interpersonal, communication, and client/leader management skills while displaying the highest degree of integrity and confidentiality. The successful candidate will be detail oriented, organized, creative, proactive, and understand the urgency and confidential nature of the position. Our Executive Assistant thrives in dynamic and fast-paced environments, works well under pressure, and has a passion for administrative support work.

Education Requirements:

Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Basic Requirements:

• Proficiency in Workday, Concur a plus
• Advanced proficiency in Outlook and PowerPoint
• Minimum of 2 years of executive administrative support experience or similar position
• Skills, knowledge and applications related to scheduling, travel, presentations, team meetings, communications and calendar management
• Advanced proficiency with Microsoft Office (specifically Outlook, PowerPoint, Word & Excel); travel systems (i.e. Concur) and expense management and reimbursements
• Good judgment and initiative
• Strong agility and adaptability to meet the needs of a dynamic and changing organization
• Organizational awareness with the ability to identify and understand key stakeholders and needs in the organization

Preferred Requirements:

• Prior experience in financial services and/or wealth management