TAG Advisors is where independent entrepreneurial financial advisors thrive. We are an organization of 400+ financial professionals across 30+ states with over $17B in assets under advisement. We are growing rapidly and have now become the largest Enterprise OSJ at Cambridge Investment Research, a privately held independent broker dealer / RIA.
As the Executive Administrative Assistant, you will be instrumental in maintaining the efficiency and effectiveness of our CEO. This role demands outstanding organizational abilities, a high level of discretion, and the capacity to excel in a dynamic, fast-paced setting. Serving as a trusted resource to our CEO, you will manage schedules, communications, and administrative responsibilities with precision and professionalism.
Key Responsibilities
- Executive Support:
- Manage calendars, schedule appointments, and coordinate meetings, ensuring optimal time management.
- Coordinate and execute details of onsite events, conference calls, and virtual meetings
- Act as the primary point of contact for internal and external communications on behalf of CEO
- Administrative Tasks:
- Handle correspondence, including emails, letters, and phone calls, with discretion and professionalism.
- Organize and maintain confidential files and records.
- Book all executive travel, including flights, accommodations, and itineraries.
- Office Management:
- Assist with event planning and coordination for company meetings and team-building activities.
- Maintain office supplies and oversee administrative procedures to support day-to-day operations.
- Liaise with various departments to facilitate seamless communication and workflow.
- Manage daily tactical aspects of corporate office location, including managing and redirecting staff requests as needed
Qualifications
- Experience:
- Minimum of 5 years of experience as a high-level executive assistant, preferably in the financial services sector.
- Skills:
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Office 365).
- Excellent written and verbal communication skills.
- Command of virtual meetings platforms, Zoom and Microsoft Teams at a minimum
- Strong organizational and multitasking abilities with acute attention to detail.
- Discretion and ability to handle sensitive information.
- Attributes:
- Professional demeanor and polished interpersonal skills.
- Proactive problem-solver with a can-do attitude.
- Capable of working autonomously in a high-pressure environment, managing tight deadlines with minimal oversight
- Effectively able to collaborate in a team environment
Benefits
- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company contribution
- 8 paid holidays
In-Person, Richmond, Virginia
Full Time - Salary Range: $65,000-$80,000