Overview
Executive Assistant Jobs in Red Bank, NJ at Garden State Securities, Inc.
Title: Executive Assistant
Company: Garden State Securities, Inc.
Location: Red Bank, NJ
Job Description
Executive Assistant
Location: Red Bank, NJ
Job Type: Full-Time
Two professional advisors who work closely with high-net-worth individuals, families, and institutions have a growing practice
Job Summary
We are seeking a highly organized, tech-savvy Executive Assistant to provide comprehensive support to our executive team. The ideal candidate is proactive, detail-oriented, and possesses strong problem-solving skills. This role requires the ability to manage complex schedules, coordinate meetings, and handle confidential information. Additionally, the Executive Assistant will play a critical role in preparing subscription documents, ensuring accuracy and compliance with industry standards.
Key Responsibilities
Calendar & Email Management: Coordinate executive schedules, book meetings, and manage high-volume email correspondence.
Document Preparation: Prepare, review, and manage subscription documents for private investments, ensuring accuracy, completeness, and compliance with regulatory requirements.
Communication & Coordination: Act as a liaison between executives and internal/external stakeholders.
Document & Data Management: Organize and maintain digital files, prepare reports, and handle confidential information securely.
Travel & Expense Management: Arrange travel itineraries, process expenses, and track reimbursements.
Tech & Process Optimization: Use and recommend tools to improve workflow efficiency.
Required Skills & Qualifications
Proven experience as an Executive Assistant, Administrative Assistant, or similar role.
Experience in preparing legal or financial documents (e.g., subscription documents, agreements, or compliance-related materials).
Familiarity with investment-related terminology and processes is a strong plus.
Strong technical proficiency in:
Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Cloud-based document management (e.g., DocuSign, Dropbox, OneDrive)
Ability to quickly learn and adapt to new technology.
Familiarity with CRM software is a plus.
Excellent communication skills (verbal & written) and ability to draft professional correspondence.
Strong organizational and multitasking abilities, with great attention to detail.
Discretion and confidentiality when handling sensitive information.
Company Description
40 yr old financial services firm with 17 branch locations.
40 yr old financial services firm with 17 branch locations.
