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Executive Assistant to Financial Advisor

Executive Assistant to Financial Advisor

Job Description

Industry leading entrepreneurial firm located in downtown Chicago is seeking an Executive Assistant to support a Financial Advisor.  Responsibilities for the Executive Assistant will include managing calendar, sending out correspondence, managing special projects, planning events, and assisting with all day-to-day activities. The Executive Assistant will have a Bachelor’s degree, preferably in business, Associate Financial Representative contract preferred.


Responsibilities of the Executive Assistant

  • Extensive calendar management and meeting coordination
  • Managing special projects and planning events
  • Drafting/editing/sending correspondence
  • Maintaining office procedure manual 

Job Requirements

Requirements of the Executive Assistant

  • At least 3-5 years of experience supporting an executive
  • Bachelor’s degree is preferred
  • Ideal candidate is professional, proactive, and detail oriented
  • Must be very organized with a strong degree of initiative
  • Must be able to transfer between multiple projects in an ever changing day

Job Snapshot

Base Pay $40,000.00 - $45,000.00 /Year
Other Pay Bonus
Employment Type Full-Time
Job Type Admin - Clerical
Education 4 Year Degree
Experience 3 to 5 years
Manages Others No
Industry Accounting - Finance
Required Travel Not Specified
Job ID 0677-15
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Executive Assistant to Financial Advisor


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