- Manage the advisors calendar, coordinate meetings, and schedule client appointments with clarity and efficiency
- Serve as the first point of contact for prospects and clientsby phone, email, and in personwith professionalism, warmth, and confidence
- Make proactive outbound calls to schedule client meetings and follow up on inquiries or leads
- Oversee client communication and maintain strong, long-term relationships
- Organize registration, logistics for client workshops and client follow-up.
- Provide in-person event support (approximately four workshop series per year) and assist with planning and execution.
- Coordinate with internal team members to ensure smooth progression of client cases
- Handle day-to-day administrative tasks to support seamless office operations
- Assist with administrative paperwork such as applications and transfer forms.
- Exceptional written, verbal and interpersonal communication skills are required. You enjoy engaging with people and building trust
- Professional phone presence with the ability to guide conversations toward clear next steps
- Experience with event planning or client hospitality is a plus
- Highly organized, detail-oriented, and capable of managing multiple priorities
- Tech-savvy, with familiarity in Google Workspace (specifically Google Docs and Google Sheets or Excel) Zoom, Redtail CRM, DocuSign, etc. Experience with Redtail and ShareFile is a plus.
- Previous experience in financial services, insurance, or wealth management is strongly preferred
- Must be local to the Newport New. This role also requires availability for select evening hours during quarterly client workshops. When workshop commitments extend beyond regular hours, work schedules on other days can be adjusted accordingly.
- College degree preferred but not required.
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Only for registered members Virginia Beach, VAWe exist to bring clarity and confidence to families' financial futures. · Manage the advisor's calendar, coordinate meetings, and schedule client appointments with clarity and efficiencyServe as the first point of contact for prospects and clients—by phone, email—and in person—w ...
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Only for registered members Virginia Beach, VAWe are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, · protected veteran status or any other characteristic protected by law. · First Atlantic ...
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Only for registered members Virginia Beach, VAThe Executive Assistant will perform a variety of administrative tasks aimed to optimize the time and performance of a manager or employees of a department. · ...
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Only for registered members Virginia BeachWe are looking for an experienced and detail-oriented Executive Assistant to provide exceptional support to senior leadership in Virginia Beach, · Virginia.This long-term contract position requires a highly organized individual who can effectively manage priorities, · anticipate ...
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Only for registered members Virginia Beach $73,700 - $87,310 (USD)We're always looking for dedicated team members in a variety of roles to help create meaningful results that help us meet our company goals. · Calendar management, scheduling/coordination of details for meetings with internal and external contacts. · Managing travel arrangements ...
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Executive Assistant to the President
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Only for registered members Virginia BeachWe are seeking an exceptional Executive Assistant to support the University President and executive team. · The ideal candidate will be highly organized, detail-oriented, and discreet. · ResponsibilitiesProvide all-inclusive administrative support. · Coordinate meetings. · ...
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Only for registered members Virginia Beach, , United StatesThis position will work at ECPI University's Virginia Beach campus located at 5555 Greenwich Road. · ...
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Only for registered members Virginia Beach $32.02 - $39.23 (USD)The Executive Assistant provides high-level administrative, operational, and data support to Westminster-Canterbury's Chief Executive Officer and Chief Financial Officer. · This role coordinates board and committee activities, supports financial and reporting functions, manages s ...
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Only for registered members Virginia Beachh2>Job Summary · Join a government IT department at the forefront of innovation. · We foster a culture of continuous learning, collaboration, and excellence—where diverse perspectives and bold ideas thrive. · ...
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Executive Assistant to the CIO #47952
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Only for registered members Virginia Beach, VAJoin a government IT department at the forefront of innovation. We foster a culture of continuous learning, collaboration and excellence – where diverse perspectives and bold ideas thrive. · We are seeking a highly accomplished Executive Assistant to provide strategic and admini ...
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Only for registered members Virginia Beach $56,000 - $70,000 (USD)The Executive Assistant to the Chief of Strategy and Partnerships provides administrative and clerical support to the Chief Strategy Officer, the Chief Development Officer, and the Senior Vice President of Global Marketing & Strategy. · ...
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Executive Assistant - Virginia Beach - FIG Talent Solutions
Description
We exist to bring clarity and confidence to families financial futures. As a fast-growing firm, were building a team of top-tier professionals who are aligned with our mission. We take pride in our valuesintegrity, excellence, and warm, personalized serviceand were seeking someone who thrives in that kind of environment.
Position Overview:
Were hiring a confident, people-savvy Executive Assistant to support one of our top financial professionals. This is not your average assistant rolethis is a dynamic, full-time in-office position that blends executive support, client relationship management, and event coordination. Youll serve as the trusted right hand of a high-performing advisor and play a key role in delivering a first-class client experience.
Key Responsibilities:
Qualifications:
If you are someone who thrives in a professional, fast-paced environment and enjoys being a key support to both leadership and clients, wed love to hear from you.
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Executive Assistant
Only for registered members Virginia Beach
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Executive Assistant
Only for registered members Virginia Beach
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Executive Assistant
Only for registered members Virginia Beach, VA
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Executive Assistant
Full time Only for registered members Virginia Beach
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Executive Assistant
Only for registered members Virginia Beach, VA
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Executive Assistant
Only for registered members Virginia Beach
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Executive Assistant
Only for registered members Virginia Beach, VA
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Executive Assistant
Only for registered members Virginia Beach, VA
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Executive Assistant
Only for registered members Virginia Beach, VA
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Executive Assistant
Only for registered members Virginia Beach, VA
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Executive Assistant
Only for registered members Virginia Beach
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Executive Assistant
Only for registered members Virginia Beach
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Executive Assistant EA
Only for registered members Virginia Beach, VA
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Executive Assistant to the President
Only for registered members Virginia Beach
-
Executive Assistant to the President
Only for registered members Virginia Beach, , United States
-
Remote Executive Assistant
Only for registered members Virginia Beach, VA
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Executive Assistant to CEO
Only for registered members Virginia Beach
-
Executive Assistant to the CIO #47952
Only for registered members Virginia Beach
-
Executive Assistant to the CIO #47952
Only for registered members Virginia Beach, VA
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Executive Assistant, Chief Strategy Officer
Only for registered members Virginia Beach
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Executive Assistant
Only for registered members Virginia Beach, VA