Broker Check


Executive Assistant

Job Description

Our firm is currently looking for an Executive Assistant. This position will be working directly with the President and Chief Executive Officer of our firm and play an integral role in the client service and organizational strength of our company. The Executive Assistant will provide administrative support, greet and direct clients and answer and respond to calls and emails. Qualified candidates must have impeccable verbal and written communication skills, a strong ability to multi-task and a friendly demeanor.


  • Education Requirement: Bachelor’s Degree
  • Language Requirement: Bi-Lingual, Fluent in English and Korean

Job Requirements

  • Proficiency in Microsoft Office (Word, Excel, Outlook)
  • Detail-oriented an absolute requirement
  • Strong multi-tasking and prioritization skills
  • Excellent written and verbal communication skills
  • Ability to work in a multi-team environment
  • 1+ year experience in industry highly preferred


  • Support financial advisors in paperwork, client meeting preparation, back office support
  • Conduct clerical duties, including filing, answering phone calls, responding to emails and preparing documents
  • Coordinating office activities and operations to ensure efficiency and compliance to corporate policies
  • Perform administrative duties for executive management
  • Manage agendas for executive management

Job Type: Full-time

Salary: $40,000.00 to $60,000.00 /year