Job DescriptionWe are looking for an Executive Administrative Assistant who will support the President of Cetera Solutions and thus contribute to our firm's goal of providing financial advice that makes a difference in people's lives. The Executive Administrative Assistant will provide full administrative support to this individual and also limited support for their team. We are looking for a partner who can help us stay organized day to day (e.g. scheduling appointments, managing travel, calendars, etc) and help us be more effective by generating select Excel based reports and PowerPoint presentations.Our ideal candidate is thoughtful, organized, takes initiative, and is willing to handle a variety of tasks as they come up. He/she thrives in a fast-paced environment and is excellent at communicating with our various partners both inside and outside the firm. Finally, our ideal candidate is positive, has a great sense of judgement, and is able to prioritize the truly important from that which is simply urgent, protecting our calendars accordingly.What you will do:
- Provide full administrative support for the President of Cetera Solutions and general assistance to their team.
- Manage travel, itineraries and schedules as needed for Executive travel
- Set up and manage appointments with partners both inside and outside the firm.
- Manage calendars daily and be alert to fluid conflicts with limited details.
- Format, beautify, and otherwise improve PowerPoint presentations.
- Monitor and approve contractors' hours (2-4 contractors).
- Monitor and submit expense reports on behalf of Senior Leaders
- Assist with Onboarding and Offboarding of employees within departments.
- Assist with team engagement efforts.
- Be willing to tackle other duties big & small as assigned.
What you will have:
- 5+ years of senior executive support experience
- Advanced Microsoft Office skills with a strong focus on PowerPoint & Excel
- Strong communication skills - verbal and written
- Basic analytic abilities (e.g. sums, averages, charts, etc in Excel)
- Curiosity, attention to detail and an orientation towards continuous improvement
- Excellent organizational skills
- Sense of urgency and a willingness to seek clarity and details when needed
- Ability to handle confidential topics/conversations
- High level of discretion; comfort dealing with confidential info
- Ability to multitask, manage tight deadlines, and work autonomously
What is nice to have:
- Associate's degree or certificate in Business Administration
Hybrid Work Schedule:
- This role will be based in our San Diego office with the expectation of working a minimum of 2 days in office and as needed for meetings and conferences.
Compensation Range: The base annual salary range for this role is $75,000 to $100,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.#LI-HybridAbout Us
What we give you in return:Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:Cetera Financial Group® ( Cetera ) is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. Cetera Financial Group refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.