Executive Assistant

Locations: Atlanta (2300 Windy Ridge Pkwy SE, Suite 750, 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). Hybrid schedule requiring a minimum of 4 days weekly in the office.

About the role

We are seeking an Executive Administrative Assistant to provide day-to-day comprehensive administrative support in a fast-paced, entrepreneurial environment. The role requires effective planning, prioritizing, and executing tasks in a timely manner, along with building and maintaining strong relationships both internally and externally. The ideal candidate is approachable, respectful, comfortable with new technology, and thrives in dynamic environments while working well under pressure.

Responsibilities

• Extensive calendar management, travel planning, call and webinar logistics
• Expense reporting and management
• Event, meeting, and interview planning, execution, and oversight
• Project and special assignment work
• Process support within systems and tools
• Presentation and document creation, version management
• Exhibit excellent interpersonal, communication, and client/leader management skills
• Maintain the highest degree of integrity and confidentiality

Requirements

• Minimum of a high school diploma or equivalent (Bachelor’s degree preferred)
• Minimum of 2 years of executive administrative support experience or similar position
• Proficiency in Outlook and PowerPoint; advanced proficiency with Microsoft Office (Outlook, PowerPoint, Word, Excel)
• Experience with travel systems (e.g., Concur) and expense management/reimbursements
• Skills in scheduling, travel, presentations, team meetings, communications, and calendar management
• Good judgment, initiative, and strong agility/adaptability to meet dynamic organizational needs
• Organizational awareness with the ability to identify and understand key stakeholders

Preferred Qualifications

• Prior experience in financial services and/or wealth management
• Proficiency in Workday and Concur

Pay

$70,000 - $80,000 per year plus annual bonus. Actual compensation is determined based on location, skills, experience, and education.

Benefits

• Health, vision, and dental insurance
• 401k retirement plan
• Vacation and sick time
• Volunteer days
• Additional benefits available (visit Osaic’s careers page for details)