Hiring: Executive Assistant Company: Independent Financial Group, LLC Location: San Diego, CA Job Posted Time: 2026-09-13 11:44:07 Employment Type: On-site Target Skills & Keywords : Financial Planning, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Vendor Management, Wealth Management About the job Experience: •Minimum of 5 years of experience as an Administrative or Executive Assistant, preferably with experience in the Financial Services industry. •Excellent verbal, written, and electronic communication skills. •Advanced proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, Outlook, and Publisher. •Highly organized, detail-oriented, and proactive. •Strong ability to manage multiple tasks and priorities effectively in a fast-paced environment. Required Skills: •Executive Support •Provide high-level support to the President and as-needed support to the executive team, managing both strategic and administrative responsibilities to ensure smooth operations. •Manage and maintain the President’s calendar, coordinating meetings, appointments, and scheduling priorities. •Handle incoming and outgoing communications (phone calls, voicemail, email, mail, and faxes), taking clear messages and routing them appropriately. •Draft, proofread, and edit letters, documentation, proposals, and presentations. •Manage and prepare materials for executive and board meetings, including spreadsheets, presentations, and diagrams; coordinate schedules, agendas, and all meeting logistics; and record minutes as needed. •Plan and coordinate domestic and international travel, including transportation, hotel accommodations, dining, and detailed itineraries. •Oversee company event tickets, including tracking, scheduling, and coordinating distribution with leadership. Qualifications: •Bachelor’s degree from an accredited university in a relevant field is preferred. Compensation: •Competitive benefits and rewards package 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!