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Job Description

Insight Global is currently hiring a highly organized and polished Executive Personal Assistant to provide comprehensive support to a very successful Lead Financial Advisor. This role requires managing both professional and personal priorities seamlessly, ensuring operational excellence across multiple locations. The ideal candidate will be proactive, resourceful, and capable of handling confidential information with discretion. The responsibilities of this role include but are not limited to:

-Calendar & Schedule Management: Coordinate personal and professional appointments, meetings, and events.

-Travel Coordination: Book and manage travel arrangements using Concur.

-Project Management: Oversee projects and ensure timely completion.

-Confidential Information Handling: Maintain strict confidentiality in all matters.

-Lifestyle Management:

-Coordinate with external vendors and service providers

-Support property-related activities and upkeep.

-Facilitate maintenance of vehicles and other assets.

-Operational Readiness: Ensure smooth functioning of office and property logistics.

-Financial & Personal Matters: Assist with tasks related to both business and personal life.

The annual salary for this position is $125,000.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

-Bachelor’s Degree required.

-Highly polished and professional demeanor.

-Strong organizational and multitasking skills.

-Experience with travel booking systems (Concur preferred).

-Ability to work on-site at office and property.

-Discretion and integrity in handling sensitive information. -Background in finance or investment industry