Executive Assistant

TAG Advisors is where independent entrepreneurial financial advisors thrive. We are an organization of 400+ financial professionals across 30+ states with over $17B in assets under advisement. We are growing rapidly and have now become the largest Enterprise OSJ at Cambridge Investment Research, a privately held independent broker dealer / RIA.As the Executive Administrative Assistant, you will be instrumental in maintaining the efficiency and effectiveness of our CEO. This role demands outstanding organizational abilities, a high level of discretion, and the capacity to excel in a dynamic, fast-paced setting. Serving as a trusted resource to our CEO, you will manage schedules, communications, and administrative responsibilities with precision and professionalism.Key ResponsibilitiesExecutive Support:Manage calendars, schedule appointments, and coordinate meetings, ensuring optimal time management.Coordinate and execute details of onsite events, conference calls, and virtual meetingsAct as the primary point of contact for internal and external communications on behalf of CEOAdministrative Tasks:Handle correspondence, including emails, letters, and phone calls, with discretion and professionalism.Organize and maintain confidential files and records.Book all executive travel, including flights, accommodations, and itineraries.Office Management:Assist with event planning and coordination for company meetings and team-building activities.Maintain office supplies and oversee administrative procedures to support day-to-day operations.Liaise with various departments to facilitate seamless communication and workflow.Manage daily tactical aspects of corporate office location, including managing and redirecting staff requests as neededQualificationsExperience:Minimum of 5 years of experience as a high-level executive assistant, preferably in the financial services sector.Skills:Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Office 365).Excellent written and verbal communication skills.Command of virtual meetings platforms, Zoom and Microsoft Teams at a minimumStrong organizational and multitasking abilities with acute attention to detail.Discretion and ability to handle sensitive information.Attributes:Professional demeanor and polished interpersonal skills.Proactive problem-solver with a can-do attitude.Capable of working autonomously in a high-pressure environment, managing tight deadlines with minimal oversightEffectively able to collaborate in a team environmentBenefitsPremium benefit package including medical, vision, dental, life and long-term disability insuranceVacation/sick time401K retirement plan with company contribution8 paid holidaysIn-Person, Richmond, VirginiaFull Time - Salary Range: $65,000-$80,000

Created: 2025-02-13