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Executive Assistant

Sandusky, OH 44871

Employment Type: Permanent Industry: General Job Number: 42720146 Pay Rate: $15.00 / hour

Job Description

Cardinal Staffing is seeking a Executive Assistant for a local Sandusky, OH Financial group. 
About the Role: Position is DIRECT HIREWe are seeking a detail-oriented Financial Planning Assistant to support the advisor in delivering exceptional service to clients. This role involves administrative tasks, client communication, and assisting with financial planning processes.
Key Responsibilities:
  • Assist in preparing financial plans, reports, and presentations.
  • Maintain client records and ensure compliance with industry regulations.
  • Schedule and coordinate client meetings and follow-ups.
  • Handle client inquiries and provide general support to financial advisors.
  • Forward thinking attitude and personality 
  • Verbal and written communication 
  • Ability to work independatly and meet deadlines 
Qualifications & Skills:
  • Experience in financial services or administrative support (preferred).
  • Salesforce experience
  • Strong organizational skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Proficiency in financial software and Microsoft Office Suite.
  • Life/Health and Variable product series 63/65 or 7 (preferred) OR willing to obtain
  • Office professional 
 30 plus hours a week, increasing with trainingWage BOE and any certifications $15 - $20 or more
About Cardinal StaffingAt Cardinal Staffing, a Surestaff Company, we are dedicated to helping individuals unlock their career potential through meaningful job opportunities. As a leading staffing agency in the light industrial and manufacturing space, we pride ourselves on connecting talent with top employers across the Midwest.
We understand that finding the right job is about more than just a paycheck – it's about finding the opportunity that fits your skills, goals, and lifestyle. Here are the benefits you’ll enjoy when you partner with us:· Access to a wide range of job opportunities· Competitive pay· Health and Wellness Programs (including EAP)· Medical benefits including medical, vision, dental, and prescriptions· Electronic weekly pay· Employee Advocacy & Personalized Job Support
Cardinal Staffing also follows all applicable state and local laws regarding sick time, paid time off, and retirement savings programs. Cardinal Staffing is an equal opportunity employer.Our commitment to speed-to-hire means we work efficiently to get you placed in the right role, fast. If you're ready to take control of your career, explore exciting opportunities, and gain experience that lasts, then Cardinal Staffing is the place for you. Let’s get started today!
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About Sandusky, OH

Ready to take your career to the next level in Sandusky, Ohio? Nestled on the shores of Lake Erie, this charming city offers a perfect blend of career growth opportunities and a relaxed lakeside lifestyle. With attractions like the iconic Cedar Point amusement park, the historic Sandusky Maritime Museum, and world-class fishing and boating opportunities, working in Sandusky means enjoying a unique mix of cultural experiences and outdoor adventures. Don't miss out on exploring the local art scene at the Merry-Go-Round Museum or catching a show at the Sandusky State Theatre. Join us in Sandusky, where endless possibilities await – browse our job listings today and discover your next career adventure!