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Financial Executive Assistant

Merrillville, IN · Administrative
Eley-Graham-Austgen Financial Advisory Services
is looking for an experienced

Financial Executive Assistant to the President
Merrillville, IN area

IMPORTANT:
FINRA Series 7 Securities License is required for this position, and a Series 63 or 66, and Insurance License or already a Certified Paraplanner are preferred but not required. If not licensed, you will be required to get your Series 7 Securities license.

About our firm:

We are a well-established, growing financial advisory firm, dedicated to providing exceptional service to our loyal clients. We are known for our commitment to serving the financial and retirement planning needs of individuals, families, and business owners.

Our schedule and location: 334 W. 8th Drive, Merrillville, IN 46410.  www.egfas.com

You will be located at our office and will have a schedule of Monday-Friday 8:30 am to 5pm with overtime and company events.  This is not a remote position.

Importance & duties of this Financial Executive Assistant position:

As the Financial Executive Assistant (FEA) to the President, you will act as their right-hand admin; you will oversee & manage their day-to-day activities and meetings. You will sit in most meetings taking extensive notes. You will handle a wide range of administrative tasks which require a strong ability to navigate through new systems. You will act as the main liaison between the President and clients daily. You will generally manage the President’s schedule and priorities and assist in keeping the President organized.

Required experience and qualifications:
  • Minimum 5 years of experience as an Executive Assistant.
  • 3-4 years of financial advisory services/Broker Deal industry experience is highly preferred.
  • Advanced Technology Skills and use of CRM software and MS Office products are required.
  • Ideally you have experience with Redtail software, along with Riskalyze, Wealthscape, and Financial Planning software.
  • FINRA Series 7 Securities License is required and a Series 63 or 66, and Insurance License or already a Certified Paraplanner are preferred but not required.
  • If not licensed, you will be required to get your Series 7 Securities license.
  • Must be able to type at least 50wpm.
Some desired personality characteristics:
  • Solid understanding of priorities.
  • Extremely Detail oriented and also able to multitask.
  • Ability to thrive in fast-paced office environment.
  • Needs minimal guidance.
  • Great professionalism, a polished demeanor, and positive attitude.
  • Proficient in MS Office; quick and agile in learning new technologies and software.
  • Strong organizational skills.
  • Excellent written and verbal communication skills (active listening skills is a MUST).
  • Team player with the ability to work well with the entire staff and clients.
Compensation & Benefits:

Depending on your experience and performance record, we offer a yearly salary of $45,000 - $55,000.  The firm also offers:
  • Health Insurance (50%),
  • AFLAC Short Term Disability (50%),
  • PTO/Paid Vacations,
  • Bonus potential,
  • Simple IRA Plan after 2 years with 50% match (up to 3% of salary).
Thank you for sending your application online.
 

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