Job Description

Position Overview

A financial services company is seeking a proactive, organized Administrative Assistant / Executive Assistant to support day-to-day operations and client needs. The ideal candidate takes ownership, anticipates needs, and follows through without constant direction. This role starts onsite for training and transitions to a hybrid schedule with 2+ remote days per week once the candidate is fully trained and has demonstrated reliability.

Responsibilities

• Provide administrative and executive support
• Manage scheduling, meetings, and client correspondence
• Follow up on outstanding items and ensure deadlines are met
• Prepare reports, documents, and other materials
• Maintain organized client records
• Assist with special projects and operational needs
• Handle confidential information professionally

• Administrative or Executive Assistant experience
• Financial services experience preferred
• Proactive, dependable, and highly organized
• Strong communication and follow-through
• Comfortable taking ownership and working independently
• Microsoft Office proficiency
• Life, Accident & Health License is a plus

Experience Required

1-2 years