Job Openings Executive Assistant

About the job Executive Assistant

Position Title: Executive Assistant

Reports To: Partner, Partner Advisor

Primary Relationships: Partner Team

Date: June 2024

Schedule: 11:00 PM - 8:00 AM PHT


  • Assist executives in managing schedules, appointments, and travel arrangements

  • Handle email correspondence and manage communication on behalf of executives

  • Prepare reports, presentations, and other documents as required

  • Conduct research and gather information for various projects and presentations

  • Coordinate and organize meetings, conferences, and company events

  • Maintain and update records, databases, and filing systems

  • Handle incoming calls and inquiries, directing them to the appropriate contacts

  • Perform basic accounting and bookkeeping tasks, such as managing expense reports

  • Assist with the coordination between other departments to ensure tasks and goals are completed in an efficient and effective manner

  • Flexible with working hours to accommodate the executives’ schedules

  • Ability to prepare e-Aps for Indexed Annuities via the Firelight system

  • Facilitate financial transfers, direct rollovers, annuity exchanges

  • Interface with Insurance carriers to provide customer service to our clients; including withdrawal processing, beneficiary changes, annual credit strategy changes, etc

  • Assist with licensing and contracting when necessary


  • Minimum 2 years experience as an executive assistant or administrative Virtual Assistant

  • Financial Planning background is a plus

  • Excellent organizational and time management skills

  • Strong communication and interpersonal abilities

  • Proficient in using Google Suite and Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

  • Ability to prioritize tasks and handle multiple assignments efficiently

  • Detail-oriented and capable of maintaining confidentiality

  • A positive and proactive attitude with a willingness to learn