Are you an experienced Executive Assistant who thrives in an environment where initiative and ownership are key? Looking for a role that combines professional challenge with true flexibility? Regal Securities, Inc. invites you to bring your expertise to a growing, entrepreneurial financial services firm where your contributions will make an impact.
About Regal Securities, Inc.
For more than 45 years, Regal Securities, Inc. has built a strong reputation as a dynamic and forward-thinking investment brokerage firm. With a thriving national presence and corporate headquarters in Glenview, Illinoi, we are poised for continued growth and innovation.
The Opportunity
We are seeking a highly capable Executive Assistant to provide strategic administrative and operational support for our CEO and Chairman. This role is ideal for someone who can take direction with limited information, independently execute tasks, and ensure that projects move forward efficiently – holding others accountable when needed. Flexible work scheduling options are available, including flex-time and less than full-time arrangements.
Key Responsibilities:
- Organize office operations and maintain executive files and correspondence.
- At least 5 years of executive level administrative experience.
- Serve as a liaison between executives, senior managers, and external partners. Track projects, follow-up and ensure deadlines and deliverables are met.
- Work on assignments with limited instruction, demonstrating sound judgement and proactive problem- solving.
- Coordinate and assist in preparing financial, tax, and support accounting, bookkeeping, and reporting functions using QuickBooks.
- Manage complex calendars, appointments, meetings, and travel logistics
- Bachelor's degree and experience in the financial services industry preferred.
- Minimum 5 years of high-level administrative experience.
- Proficiency with QuickBooks and Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Strong organizational skills and attention to detail.
- Ability to work independently, anticipate needs, and adapt to shifting priorities.
- Takes initiative and ownership, executing tasks with minimal guidance.
- Holds peers and executives accountable for project milestones and results.
- Excels in adaptability, multitasking and prioritization within a dynamic organization.
- Maintains a collaborative, solutions-oriented approach.
- Strong judgment, initiative, and discretion.
- Professional demeanor and a collaborative, team-oriented mindset.
Compensation rage: $85K - $110KJoin us and be a part of a team that values your independence, leadership, and ability to drive results!
Apply now to explore this exciting opportunity.
Top Skills
What We Do
In the race to sameness, the financial services industry is attempting to fit advisors and their clients into an increasingly limited set of solutions. Conversely, Regal does not subscribe to a one size fits all approach as each advisor’s business, and their client’s financial needs and circumstances, are unique and deserve the appropriate attention.
Regal provides an Open Solution Partnership with our advisors to help them serve their clients without quotas, mandates, or grid compression. We proudly support advisory, brokerage and hybrid business models to help advisors serve clients’ best interest and we offer affiliation for Independent Advisors, Employee Advisors, and full Enterprise Solutions.
Regal Securities is an independent Broker/Dealer and wealth management firm entrusted by our clients to help them navigate their financial and family journey. Regal provides brokerage and advisory solutions (through Regal Advisory Services, Inc.) created to strengthen and accelerate our advisors’ business success. Personalization and creative thinking are the foundation for our concierge service & transition team. Regal places the client and their advisor center stage to empower a life of purpose and abundance.
Looking for a white glove service model and the family culture? Please contact us to start a conversation that can lead to the next step of your life and business journey of empowerment.
Regal provides full service custody functions, state-of-the-art technology and execution capabilities in all major markets for Registered Representatives, Broker-Dealers, Registered Investment Advisor firms and Independent Investment Advisor Representatives through Regal Advisory Services, Inc., a Regal affiliated firm.
