Executive Assistant

advisorgroup; Scottsdale (AZ); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Vacation and sick time

Volunteer days

Job summary

Osaic seeks an Executive Administrative Assistant to provide day-to-day administrative support in a fast-paced, entrepreneurial environment. The role requires planning, prioritizing, and executing tasks, while maintaining strong internal and external relationships.

The successful candidate will manage calendars, travel, expense reporting, events, and documents, in a dynamic setting. A Bachelor’s degree is preferred, with strong proficiency in Office tools and Workday/Concur a plus.

Qualifications

• Bachelor's degree preferred, high school diploma (or equivalent) with significant experience will be considered.

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

Meeting coordination

Communication

Interpersonal skills

Education

Bachelor's degree

Tools

Workday

Concur

Outlook

PowerPoint

Word

Excel

Job description

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.

Benefits

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: 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.

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