Administrative Assistant

We are seeking a highly organized and detail-oriented individual to support our Finance team. As the Finance Administrative Assistant, you will handle a variety of tasks including managing the CFO and VP of Finance's schedules, coordinating meetings, and preparing confidential correspondence. The ideal candidate will possess excellent communication skills, proficiency in Microsoft Office software, and the ability to multitask effectively. You’ll also set up customers and vendors in our ERP system, organize daily reports, and assist with month-end processes, thriving in a fast-paced environment.

• Coordinate the CFO and VP of Finance calendars and schedule meetings.
• Set up and maintain customer and vendor data in the ERP system, ensuring accuracy and compliance.
• Reserve conference rooms, arrange catered meals, and organize meeting logistics.
• Prepare and submit expense reports, confidential correspondence, and month-end operational reports.
• Handle incoming/outgoing mail, organize department activities with the Fun Committee, and support team efficiency.
• Assist with special projects, including training support and process improvements as directed by management.
• Maintain strict confidentiality and perform additional duties as assigned.

• 2-3+ years administrative support experience
• PC knowledge, including MS Word, Excel, Outlook, Visio, PowerPoint, and the ability to learn other systems as necessary
• Ability to manage multiple tasks in a fast-paced environment
• Ability to participate effectively as a team member
• Ability to take initiative and work independently
• Ability to communicate effectively with all levels of internal and external customers
• Ability to interact effectively with other departments to assure a team environment
• Detail-oriented, motivated, dependable, and quality-oriented
• Ability to stay organized

• Bachelor’s degree in a related field

• Amazing benefits, including medical, dental, vision, and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee-sponsored events… and more!

Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees.

We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.