Executive Assistant

As the Executive Assistant at Insight Planning Group, your responsibilities include managing comprehensive email communications, attending client meetings to capture notes, organizing client meeting notes, maintaining detailed client records in our CRM system, and coordinating various business projects. You will also support office management and assist with bookkeeping and expense tracking, all while ensuring the highest level of discretion with confidential information.

To qualify for the Executive Assistant position at Insight Planning Group, candidates should possess exceptional attention to detail, outstanding written and verbal communication skills, and strong note-taking abilities. Familiarity with email management systems and proficiency in Microsoft Office is essential. Experience in basic bookkeeping and a basic understanding of financial terminology will be considered a plus.

As an Executive Assistant at Insight Planning Group, you can expect a fast-paced work environment where initiative and problem-solving skills are highly valued. The team culture is client-focused and emphasizes clear communication, organization, and a collaborative spirit. This is a great setting for someone looking to thrive and grow in the financial services industry.

Insight Planning Group is committed to providing opportunities for professional growth within its successful financial advisory practice. As an Executive Assistant, you’ll have the chance to enhance your administrative skills, learn more about financial services, and potentially take on increased responsibilities as you gain experience and demonstrate your abilities.

Yes, candidates for the Executive Assistant position at Insight Planning Group should be proficient in using Microsoft Office Suite, particularly Word and Excel. Familiarity with CRM systems and email management platforms will also be beneficial in efficiently managing client communications and records.

In answering this question, reflect on your previous roles and provide specific examples of how you organized and prioritized your email communications to ensure timely responses. Highlight your ability to maintain a professional tone and manage potentially conflicting requests effectively.

Emphasize your understanding of the importance of confidentiality and describe measures you've taken in previous positions to protect sensitive information. Discuss any policies you've followed and how you ensure compliance with such standards.

Share your methods for note-taking during meetings, such as using clear formatting and key headings. Discuss how you categorize and store notes for easy retrieval and follow-up, ensuring nothing important slips through the cracks.

Provide a specific example of a challenge you encountered, explaining the context and your approach to finding a solution. Highlight your problem-solving skills and ability to think critically under pressure.

Explain your task management strategies, such as using productivity tools or prioritization techniques like the Eisenhower Matrix. Discuss how you adapt to changing priorities and remain focused on meeting deadlines.

Discuss your previous experience with bookkeeping, such as maintaining financial records or managing budgets. Highlight any software you’ve used and your understanding of basic financial terminology, which will be relevant to assisting in expense tracking.

Describe your approach to customer service and communication. Emphasize your ability to remain calm, listen actively to the client’s concerns, and work toward a satisfactory resolution while maintaining the company’s professional standards.

Reflect on the various forms of communication you engage in as an Executive Assistant—email, phone calls, in-person meetings. Discuss how excellent communication is key to supporting the team effectively and facilitating smooth interactions with clients.

Provide a specific instance where you took the initiative to improve a process or solve a problem at work. Discuss the outcome of your efforts and how it positively impacted your team or client relationships.

Share your interest in Insight Planning Group and the financial services industry. Highlight aspects of the company's culture, values, or growth opportunities that resonate with you and explain how they align with your career goals.