Executive Assistant to MD, Financial Planning — Growth & Impact

Betcher Financial Group; Sterling Heights (MI); On-site; USD 52,000 - 76,000; Full time

Job summary

A respected financial firm is seeking a full-time Executive Assistant to support the Managing Director in Sterling Heights, MI. This role involves managing schedules, organizing tasks, and preparing reports while maintaining discretion and professionalism. Ideal candidates should have experience in financial planning, strong organizational and communication skills, and proficiency in Microsoft Office. Opportunities for growth and uncapped earning potential await the right individual in this fast-paced environment.

Qualifications

• Experience in Financial Planning, including insurance and securities.
• Strong expertise in Executive Administrative Assistance.
• Excellent verbal and written communication skills are required.

Responsibilities

• Manage schedules and communications for the Managing Director.
• Organize and prioritize tasks for daily operations.
• Prepare reports and handle correspondence.

Skills

Financial Planning expertise

Executive Assistance

Diary Management

Communication skills

Organizational skills

Microsoft Office proficiency

Discretion and confidentiality

Education

Bachelor's degree in Business Administration, Communications, or related field

Job description

A respected financial firm is seeking a full-time Executive Assistant to support the Managing Director in Sterling Heights, MI. This role involves managing schedules, organizing tasks, and preparing reports while maintaining discretion and professionalism. Ideal candidates should have experience in financial planning, strong organizational and communication skills, and proficiency in Microsoft Office. Opportunities for growth and uncapped earning potential await the right individual in this fast-paced environment.