Strategic Executive Assistant to the President

Independent Financial Group, LLC; San Diego (CA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

On-site fitness center

Company-paid medical insurance

Company-paid life and long-term-disab.

401(k) matching

Job summary

Independent Financial Group, LLC (IFG) is seeking an Executive Assistant to provide high-level support to the President and assist the wider executive team. The role emphasizes calendar management, travel planning, meeting logistics, and smooth operations in a fast-paced environment.

Based in San Diego, IFG delivers wealth-management solutions across the U.S. The ideal candidate will be detail-oriented, proactive, highly organized, and adept at coordinating communications, documents, and vendor

Qualifications

• Minimum of 5 years of Administrative or Executive Assistant experience in financial services.
• Bachelor’s degree from an accredited university preferred.
• Excellent verbal, written, and electronic communication skills.
• Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.

Responsibilities

• Manage the President’s calendar and coordinate executive meetings.
• Handle communications (phone, email, mail, and faxes) and route messages.
• Plan domestic and international travel; arrange transportation, lodging, and logistics.
• Prepare materials for meetings and record minutes as needed.
• Assist with office administration, project coordination, and vendor management.

Skills

Calendar management

Executive support

Communication

Organization

Travel planning

Vendor management

Multi-tasking

Attention to detail

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Job description

Independent Financial Group, LLC (IFG) is seeking an Executive Assistant to provide high-level support to the President and assist the wider executive team. The role emphasizes calendar management, travel planning, meeting logistics, and smooth operations in a fast-paced environment.

Based in San Diego, IFG delivers wealth-management solutions across the U.S. The ideal candidate will be detail-oriented, proactive, highly organized, and adept at coordinating communications, documents, and vendor