Executive Assistant

We are seeking a highly organized and proactive Executive Assistant to support our team. The ideal candidate will possess excellent communication skills, strong attention to detail, and the ability to manage multiple tasks in a fast-paced environment. The Executive Assistant will play a crucial role in ensuring the smooth operation of the office and will act as a key liaison between the advisor, clients, and other team members.

Key Responsibilities:

• Administrative Support: Provide comprehensive administrative support to the advisor, including scheduling meetings, managing calendars, coordinating travel arrangements, and handling correspondence.
• Client Relations: Act as a primary point of contact for clients, maintaining a high level of professionalism and confidentiality. Handle client inquiries, schedule meetings, and ensure timely follow-up on client requests.
• Document Management: Prepare, review, and edit documents, presentations, and reports. Ensure accuracy and completeness of all materials before distribution.
• Meeting Coordination: Organize and coordinate meetings, including preparing agendas and ensuring follow-up on action items. Arrange conference calls and video meetings as needed.
• Project Management: Assist in the planning and execution of special projects and initiatives. Track project progress and provide regular updates to the executive team.

Qualifications:

• Education: Graduated from an accredited university or college.
• Experience: Preferred minimum of 1-3 years of experience as an Executive Assistant or in a similar role.

Essential Skills Needed:

• Detail-oriented with excellent organizational skills.
• Strong, client-oriented work ethic.
• Dedication to teamwork and leadership.
• Proficient in communication and writing skills.

Why Choose Waggoner Financial:

• An entrepreneurial and dynamic advisory firm.
• Privately owned.
• Offers high growth potential with opportunities for upward advancement.
• Provides excellent work-life/personal-life balance and workplace culture.
• Includes great benefits and compensation.
• Features a high-quality pilot program for starting your financial career.

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Vision insurance

Education:

• Bachelor's (Required)

Location:

• Lansing, MI 48912 (Required)

Work Location: In person