Administrative Skills, Business Growth, Communication Skills, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Detail Oriented, Executive Assistant Skills , Executive Recruiting, Financial Services, Health Insurance, Interpersonal Skills, Mail Processing, Maintenance Services, Order Supplies, Organizational Skills, Physical Demands, Presentation/Verbal Skills, Professional Services, Sales Prospecting, Service Delivery, Systems Administration/Management, Telephone Skills, Travel Planning, Writing Skills
Executive Administrative Assistant
Job Summary:
Langan Financial Group, LLC is recruiting an Executive Administrative Assistant on site for 40 hours a week to support our growing business. This position requires a motivated individual who is proactive, detail-oriented, and genuinely enjoys working with people. You'll often be the first point of contact for prospective clients, existing clients, and visitors — so a warm, welcoming demeanor and the ability to make people feel at ease are essential. Taking initiative and being highly focused on delivering excellent service is necessary in a fast-paced, high-growth environment. Excellent communication skills are imperative.
Qualifications:
- 3–5 years of experience in an administrative or client-facing role, preferably in financial services or a professional services environment.
Duties/Responsibilities:
- Greet guests, answer phones, and serve as the friendly first point of contact for anyone reaching out to the firm — whether it's a prospective client inquiring about our services, an existing client with a question, or a visitor stopping by the office.
- Listen to client and prospect needs and direct them to the most appropriate team member.
- Schedule and maintain advisor's calendar.
- Set up and track client meetings.
- Add client notes to CRM.
- Help prepare client reviews and reports.
- Support special events.
- Manage phone system.
- Track PTO/sick days for staff.
- Arrange travel accommodations.
- Schedule repairs/services for office.
- Order supplies and oversee mailings.
- Copy, scan, bind reports.
Core Competencies:
- Warm, approachable personality — the kind of person who puts others at ease immediately.
- Strong interpersonal skills with the ability to communicate effectively with clients, prospects, and team members at all levels.
- Proactive and forward thinking.
- Commitment to customer excellence.
- Detail-oriented and highly organized.
- Excellent verbal and written communication skills.
Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer.
Compensation:
- Salary range $50,000–$65,000.
- Health insurance.
- Life & disability insurance.
- 401(k) match.
- 3 weeks' vacation.
- Bonus.
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Langan Financial Group, LLC