Executive Assistant to President — Calendar, Travel

Independent Financial Group LLC; San Diego (CA); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

On-site fitness center

Company-paid medical insurance

Company-paid life and LTD

401(k) matching

Market-competitive compensation

Job summary

Independent Financial Group, LLC (IFG) in San Diego, CA, seeks an experienced Administrative or Executive Assistant to provide high‑level support to the President and senior leadership, manage calendars, communications, and meeting logistics, and ensure smooth operations. The role requires at least 5 years in a similar role, a Bachelor’s degree (preferred), and superb Microsoft Office skills.

You must be highly organized, with strong written and verbal communication, calendar discipline, and the

Qualifications

• Minimum of 5 years of experience as an Administrative or Executive Assistant.
• Bachelor’s degree preferred.
• Excellent verbal, written, and electronic communication skills.
• Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Publisher).
• Highly organized, detail-oriented, and proactive.
• Strong ability to manage multiple tasks and priorities in a fast-paced environment.

Responsibilities

• Provide high-level support to the President and executive team, managing strategic and administrative responsibilities.
• Manage the President’s calendar, coordinating meetings, appointments, and scheduling priorities.
• Handle communications (phone, voicemail, email, mail, faxes) and route messages appropriately.
• Draft, proofread, and edit letters, documents, proposals, and presentations.
• Prepare materials for executive and board meetings, including agendas and minutes.
• Coordinate domestic and international travel, including logistics and itineraries.
• Oversee event tickets and travel expense reporting; ensure timely submission of documentation.
• Coordinate and oversee conference room preparation for meetings.

Skills

Executive support

Calendar management

Travel planning

Communication skills

Multitasking

Education

Bachelor's degree

Tools

Microsoft Office

Excel

PowerPoint

Outlook

Publisher

Job description

Independent Financial Group, LLC (IFG) in San Diego, CA, seeks an experienced Administrative or Executive Assistant to provide high‑level support to the President and senior leadership, manage calendars, communications, and meeting logistics, and ensure smooth operations. The role requires at least 5 years in a similar role, a Bachelor’s degree (preferred), and superb Microsoft Office skills.

You must be highly organized, with strong written and verbal communication, calendar discipline, and the