Executive Administrative Assistant

Job Description

Insight Global is looking for an Executive Administrative Assistant to work for a well established and growing financial advisory firm in Birmingham, AL. The position is on site M-F 8:30 - 5. The following list is a list of responsibilities of the role:

Ability to prioritize projects and manage time

Provide outstanding customer service

Excellent communication both verbal and written

Good-natured, positive attitude

Self-directed initiative

A desire for continuous learning

Ability to adhere to complex regulatory and compliance requirements

Ability to work well in a fast-paced, demanding environment

Responsibilities:

Assisting the Financial Advisors in managing the firm wide offices to exceed excellent and regulatory expectations include:

Helping manage the calendar continuously throughout the year

Scheduling appointments both for the CEO and all financial advisors

Booking all travel arrangements for the company as needed

Keeping CRM system up to date and accurate

Ensuring CEO is organized and prepared for all team and client meetings

Coordinating with IT department on all office equipment

Organizing office operations and procedures

Helping to keep the office tidy, both front office and back office

Keeping inventory of office supplies and ordering as needed

Maintaining company's filing system

Managing compliance

Maintaining confidential information

Following through on any outstanding projects

Various industry specific tasks

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to .

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Skills and Requirements

Associates Degree

4+ years of Executive Assistant experience in a busy office

Intermediate to advanced skills with MS Office Suite null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to .