Executive Assistant

Administrative Opportunity in Financial Services

Executive Assistant

Location(s):  

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702  

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.

Role Type:     Full time

Salary: $70,000 - $80,000 per year + annual bonus 

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. 

Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.  To view more details of what you can look forward to, visit our careers page:  

Summary:

We are seeking an Executive Administrative Assistant to be responsible for the day-to-day comprehensive administrative support in a fast paced, entrepreneurial environment. The Executive Assistant must be effective in planning, prioritizing, and executing tasks in a timely manner. They must also exhibit skills in building & maintaining strong relationships both internally & externally.

The Executive Assistant’s responsibilities include but are not limited to managing calendars, working on deck presentations, and preparing expense 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. The ideal candidate is both approachable & respectful, comfortable with new technology, virtual meeting platforms and

scheduling systems. Considering the culture of ownership and accountability, this person should be comfortable taking the initiative when faced with administrative decisions.

Responsibilities:

• Extensive calendar management, travel planning, call and webinar logistics
• Expense reporting and management
• Event, meeting and interview planning, execution & oversight
• Project and special assignment work
• Process support within systems and tools
• Presentation and document creation, version management
• This individual must possess excellent interpersonal, communication, and client/leader management skills while displaying the highest degree of integrity and confidentiality. The successful candidate will be detail oriented, organized, creative, proactive, and understand the urgency and confidential nature of the position. Our Executive Assistant thrives in dynamic and fast-paced environments, works well under pressure, and has a passion for administrative support work.

Education Requirements:

Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Basic Requirements:

• Proficiency in Workday, Concur a plus
• Advanced proficiency in Outlook and PowerPoint
• Minimum of 2 years of executive administrative support experience or similar position
• Skills, knowledge and applications related to scheduling, travel, presentations, team meetings, communications and calendar management
• Advanced proficiency with Microsoft Office (specifically Outlook, PowerPoint, Word & Excel); travel systems (i.e. Concur) and expense management and reimbursements 
• Good judgment and initiative
• Strong agility and adaptability to meet the needs of a dynamic and changing organization
• Organizational awareness with the ability to identify and understand key stakeholders and needs in the organization

Preferred Requirements:

• Prior experience in financial services and/or wealth management

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.