Langan Financial Group, LLC

Executive Administrative Assistant

Job Summary:

Langan Financial Group, LLC is recruiting an Executive Administrative Assistant on site for 40 hours a week to support our growing business. This position requires a motivated individual who is proactive, detail-oriented, and genuinely enjoys working with people. You'll often be the first point of contact for prospective clients, existing clients, and visitors — so a warm, welcoming demeanor and the ability to make people feel at ease are essential. Taking initiative and being highly focused on delivering excellent service is necessary in a fast-paced, high-growth environment. Excellent communication skills are imperative.

Qualifications:

• 3–5 years of experience in an administrative or client-facing role, preferably in financial services or a professional services environment.

Duties/Responsibilities:

• Greet guests, answer phones, and serve as the friendly first point of contact for anyone reaching out to the firm — whether it's a prospective client inquiring about our services, an existing client with a question, or a visitor stopping by the office.
• Listen to client and prospect needs and direct them to the most appropriate team member.
• Schedule and maintain advisor's calendar.
• Set up and track client meetings.
• Add client notes to CRM.
• Help prepare client reviews and reports.
• Support special events.
• Manage phone system.
• Track PTO/sick days for staff.
• Arrange travel accommodations.
• Schedule repairs/services for office.
• Order supplies and oversee mailings.
• Copy, scan, bind reports.

Core Competencies:

• Warm, approachable personality — the kind of person who puts others at ease immediately.
• Strong interpersonal skills with the ability to communicate effectively with clients, prospects, and team members at all levels.
• Proactive and forward thinking.
• Commitment to customer excellence.
• Detail-oriented and highly organized.
• Excellent verbal and written communication skills.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.

Compensation:

• Salary range $50,000–$65,000.
• Health insurance.
• Life & disability insurance.
• 401(k) match.
• 3 weeks' vacation.
• Bonus.