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 Responsibilities

• Executive Support:
• Manage calendars, schedule appointments, and coordinate meetings, ensuring optimal time management.
• Coordinate and execute details of onsite events, conference calls, and virtual meetings
• Act as the primary point of contact for internal and external communications on behalf of CEO

• Administrative 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 needed

Qualifications

• Experience:
• 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 minimum
• Strong 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 oversight
• Effectively able to collaborate in a team environment

Benefits

• Premium benefit package including medical, vision, dental, life and long-term disability insurance
• Vacation/sick time
• 401K retirement plan with company contribution
• 8 paid holidays

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In-Person, Richmond, Virginia

Full Time – Salary Range: $65,000-$80,000