Executive Assistant to Managing Director, Financial Planning

Executive Assistant to Managing Director, Financial Planning

Betcher Financial Group (BFG) is a respected independent financial firm specializing in wealth management, retirement planning, and estate planning. We provide tailored financial solutions to help businesses thrive, protect families, and ensure individuals achieve a comfortable retirement. Our team comprises experienced professionals, including Investment Advisor Representatives, Estate Attorneys, Retirement and Business Planning Specialists, among others. Licensed across multiple states in the U.S., BFG is committed to delivering exceptional service while adhering to the highest ethical standards.

This is a full‑time, on‑site role located in Sterling Heights, MI. The Executive Assistant will facilitate every necessary responsibility of the Managing Director, to run, grow and manage the firm. The Executive Assistant will manage and provide administrative support, manage schedules and communications, organize and prioritize tasks, and facilitate the day‑to‑day operations of the Managing Director. Additional responsibilities include maintaining the calendar, preparing reports, handling correspondence, and coordinating meetings and training the supporting staff as needed.

The position requires a strong disposition, professionalism, discretion, and the ability to run a fast‑paced financial planning environment. Opportunity for Growth and uncapped Earning Potential!

• Experience in a Financial Planning specifically (insurance, annuities, securities, general planning)
• Expertise in Executive Administrative Assistance, Executive Support, and Administrative Assistance
• Strong skills in Diary Management and scheduling to ensure seamless coordination of activities
• Excellent Communication skills, including verbal and written, for professional correspondence and interaction
• Highly organized with attention to detail and the ability to manage multiple priorities efficiently
• Proficiency in Microsoft Office Suite and other relevant software
• Ability to exercise discretion and maintain confidentiality
• Previous experience supporting senior executives is preferred
• Bachelor’s degree in Business Administration, Communications, or a related field is a plus

Mid‑Senior level

Full‑time

Administrative