Executive Administrative Assistant Jobs

At NFA, our mission is to help each and every client—be they an individual, a family or a business—achieve their unique definition of financial success.
We seek to accomplish this mission via our unwavering commitment to understanding, assessing and applying insight to help us develop objective and integrated plans that meet our client’s objectives.
To do this, we leverage our experienced team of planners, advisors and specialists, who aim to provide our clients with the right resources at the right time. And, of course, we will make adjustments as the client’s definition of success evolves.
At NFA Wealth Management, we treat every client as if he or she were part of our family, placing their needs ahead of our own.
Our Vision
Our vision is to establish NFA Wealth Management as the new standard in the financial services industry, using our innovative, customer-centric method of integrated and comprehensive financial planning.
Ideal Candidate for Executive Administrative Assistant
We are looking for an Executive Assistant to perform a variety of administrative tasks and support our company’s senior-level managers.
Executive Assistant’s responsibilities include managing calendars, making travel arrangements, facilitating employee onboarding and offboarding, assisting with NFA website maintenance, and preparing client reports. To be successful in this role, you should be well-organized, have great time management skills and be able to act without guidance.
Ultimately, you will contribute to the efficiency of our business by providing personalized and timely support to executive members.
Responsibilities:
Act as the point of contact among executives, employees, clients and other external partners
Facilitate Onboarding and offboarding of advisors and employees
Manage information flow in a timely and accurate manner
Work closely with the Private Client Group to insure excellent VIP service for all PCG clients

Manage executives’ calendars and set up meetings
Make travel and accommodation arrangements
Track daily expenses and prepare weekly, monthly or quarterly reports
Oversee the performance of other clerical staff
Act as an office manager by keeping up with office supply inventory
Format information for internal and external communication – memos, emails, presentations, reports
Take minutes during meetings
Screen and direct phone calls and distribute correspondence
Organize and maintain the office filing system
Requirements:
2 or more years of Work experience as an Executive Assistant, Personal Assistant or similar role
Excellent MS Office knowledge
Outstanding organizational and time management skills
Familiarity with office gadgets and applications (e.g. e-calendars and copy machines)
Excellent verbal and written communications skills
Discretion and confidentiality
Bachelors Degree Required
Job Type: Full-time
Salary: $42,000.00 - $62,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Disability insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Schedule:
8 hour shift
Monday to Friday
Education:
Bachelor's (Preferred)
Experience:
Microsoft Powerpoint: 2 years (Preferred)
Administrative Experience: 2 years (Preferred)
Communication skills: 2 years (Preferred)
Work Location:
One location
Typical start time:
8AM
Typical end time:
5PM
Company's website:
www.tnfa.net
Company's Facebook page:
https://www.facebook.com/TheNationalFinancialAlliance
Benefit Conditions:
Waiting period may apply
Only full-time employees eligible
Work Remotely:
No
COVID-19 Precaution(s):
Remote interview process
Temperature screenings
Social distancing guidelines in place
Virtual meetings
Sanitizing, disinfecting, or cleaning procedures in place
Work Location: In person