Insight Global

Executive Personal Assistant

Posted: just now

Job Description

Job DescriptionInsight 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.Required Skills & Experience-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.Nice to Have Skills & Experience-Background in finance or investment industryCompensation: $100,000-125,000 yearly salary Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

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