Job Detail

Financial Executive Assistant

Financial Executive Assistant

Eley-Graham-Austgen Financial Advisory Services

Merrillville, IN

Job ID : 2f67505a52487435773142377941794253673d3d

Job Description :

Eley-Graham-Austgen Financial Advisory Services
is looking for an experienced

Financial Executive Assistant to the President
Merrillville, IN area

About our firm:

We are a well-established, growing financial advisory firm, dedicated to providing exceptional service to our loyal clients. We are known for our commitment to serving the financial and retirement planning needs of individuals, families, and business owners.

Our schedule and location: 334 W. 8th Drive, Merrillville, IN 46410. www.egfas.com

You will be located at our office and will have a schedule of Monday-Friday 8:30 am to 5pm with overtime and company events. This is not a remote position.

Importance & duties of this Financial Executive Assistant position:

As the Financial Executive Assistant (FEA) to the President, you will act as their right-hand admin; you will oversee & manage their day-to-day activities and meetings. You will sit in most meetings taking extensive notes. You will handle a wide range of administrative tasks which require a strong ability to navigate through new systems. You will act as the main liaison between the President and clients daily. You will generally manage the President’s schedule and priorities and assist in keeping the President organized.

Required experience and qualifications:

  • Minimum 5 years of experience as an Executive Assistant.
  • 3-4 years of financial advisory services/Broker Deal industry experience is highly preferred.
  • Advanced Technology Skills and use of CRM software and MS Office products are required.
  • Ideally you have experience with Redtail software, along with Riskalyze, Wealthscape, and Financial Planning software.
  • Important: FINRA Series 7 Securities License is normally required. If you are not licensed, you will need to acquire your license within 2 years. Also, a Series 63 or 66, and Insurance License or already a Certified Paraplanner are preferred but not required.
  • Must be able to type at least 50wpm.

Some desired personality characteristics:

  • Solid understanding of priorities.
  • Extremely Detail oriented and also able to multitask.
  • Ability to thrive in fast-paced office environment.
  • Needs minimal guidance.
  • Great professionalism, a polished demeanor, and positive attitude.
  • Proficient in MS Office; quick and agile in learning new technologies and software.
  • Strong organizational skills.
  • Excellent written and verbal communication skills (active listening skills is a MUST).
  • Team player with the ability to work well with the entire staff and clients.

Compensation & Benefits:

Depending on your experience and performance record, we offer a yearly salary of $40,000 - $55,000. The firm also offers:

  • Health Insurance (50%),
  • AFLAC Short Term Disability (50%),
  • PTO/Paid Vacations,
  • Bonus potential,
  • Simple IRA Plan after 2 years with 50% match (up to 3% of salary).

Thank you for sending your application online.

Job Type: Full-time

Pay: $40,000.00 - $55,000.00 per year

Benefits:

  • Health insurance

Schedule:

  • Monday to Friday
  • Overtime

Work Location: One location

Company Details :

Name : Eley-Graham-Austgen Financial Advisory Services

CEO : Michael L. Tipsord

Headquarter : Bloomington, IL

Revenue : $10+ billion (USD)

Size : 10000+ Employees

Type : Company - Private

Primary Industry : Insurance Carriers

Sector Name : Insurance

Year Founded : 1922

edictplatform.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, edictplatform.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, edictplatform.com is the ideal place to find your next job.

Details

: Merrillville, IN

: 40000 - 55000 USD ANNUAL

: 219 days ago

Share Job :

Related Jobs

Seguin, TX

16 - 17.6 USD HOURLY

Full Time

Aligning and securing engine components. Installing gaskets, seals, bearings, hoses, covers, and visual components. Entry-Level - no experience needed!

Solon, OH

42689 - 59637 USD ANNUAL

Full Time

Coordinate All Hands, including coordinating presenters and content gathering, room reservations, technical needs and setting up content review with Sr Leaders.

LPN Supervisor

Amber Woods at HarmarVillage

Cheswick, PA

28.1 USD HOURLY

Full Time

Candidates must have a Pennsylvania LPN license or temporary practice permit, with at least one year of experience in long-term care or clinical nursing

Grocery Team Member

The Fresh Market Inc

Greenville, NC

26605 - 32670 USD ANNUAL

Full Time

Engaging with our guests to learn their wants and needs so that you can help them create their meal solution. To meet the needs of our stores, guests, and teams

Hilliard, FL

29178 - 36792 USD ANNUAL

Full Time

Provide continuous attention to customer needs; greet, assist and thank customers in a prompt, courteous and friendly manner.