Hiring: Executive Assistant Company: Teagle Financial Location: Newport News, VA Job Posted Time: 2026-09-10 11:52:56 Target Skills & Keywords : Microsoft Excel, Microsoft Office, Microsoft PowerPoint About the job Required Skills: •Provide administrative support to the financial advisor, including managing calendars, scheduling appointments, and coordinating meetings. •Assist in preparing and organizing client meetings, including gathering necessary documents, reports, and materials. •Maintain client records and databases accurately and confidentially, ensuring all information is up to date and easily accessible. •Assist in preparing financial reports, presentations, and proposals for clients. •Handle client inquiries and requests promptly, maintaining a high level of professionalism and customer service. •Assist in conducting research on financial products, market trends, and investment opportunities as directed by the financial advisor. •Partner cross-functionally with the financial advisor and other team members to ensure smooth workflow and efficient office operations. •Help manage office supplies, equipment, and other administrative tasks as needed. Qualifications: •Previous experience in an administrative or assistant role, preferably in a financial services or related industry. •Strong organizational and time-management skills, with the ability to handle multiple tasks and priorities effectively. •Excellent attention to detail and accuracy in data management and document preparation. •Proficient computer skills, including MS Office (Word, Excel, PowerPoint) and familiarity with financial software and tools. •Exceptional verbal and written communication skills, with a professional and friendly demeanor. •A proactive and self-motivated attitude, demonstrating the ability to take initiative and work independently. •Knowledge or interest in finance, investments, and the financial industry is a plus. •Discretion and respect for client confidentiality. •Joining our team as an Assistant to a Professional Financial Advisor offers an excellent opportunity to gain valuable experience in the financial services sector, working closely with a seasoned advisor and contributing to the success of our clients' financial goals. •If you are well-organized, detail-oriented, and have a pleasant disposition, we invite you to apply for this position. We look forward to reviewing your application and exploring the possibility of working together to provide exceptional financial services to our clients. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!