Executive Assistant

Robinson Financial Group, a distinguished independent firm located in Jacksonville, Florida, specializes in financial planning and investment management. Our expertise includes retirement planning, insurance, and wealth management, utilizing a strategy centered around our clients to provide tailored financial solutions for a wide range of individuals.

We are seeking a committed and meticulous Executive Assistant to provide support to our managing partner. This pivotal role is essential for the seamless operation of our daily tasks, contributing to our firm's efficiency and reinforcing our dedication to outstanding client service.

The Salary for this position is: $35,000 - $50,000 per year depending on experience

JOB SUMMARY

The Executive Assistant will offer premier administrative support, assisting across various aspects of the business including operations, client service, and responding to new business needs as they arise. The ideal candidate for this position will be an experienced professional, skilled in managing their duties and proficient in prioritizing tasks in a fast-paced corporate environment.

PRIMARY RESPONSIBILITIES

• Organize and maintain the managing partner's calendar, schedule appointments, and coordinate meetings.
• Assist with client service needs, including answering client queries, setting up meetings, and following up on client requests.
• Support new business development by preparing presentations, researching, and maintaining client databases.
• Manage internal and external communication, including email correspondence, phone calls, and reports.
• Handle administrative duties, such as filing, typing, copying, binding, scanning, etc.
• Assist in the preparation of regularly scheduled reports and presentations.
• Contribute to team efforts by accomplishing related results as needed.

QUALIFICATIONS

• Proven experience as an executive assistant or other relevant administrative support experience.
• Proficiency in MS Office (MS Excel and MS PowerPoint, in particular).
• Excellent organizational and time management skills.
• Strong verbal and written communication skills.
• Ability to multitask and prioritize work.
• Attention to detail and problem-solving skills.

We are an equal-opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.

Job Type: Full-time

Pay: $35,000.00 - $50,000.00 per year

Benefits:

• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Jacksonville, FL: Relocate before starting work (Required)

Work Location: In person