Executive Assistant

Inspired Wealth Planning was founded with a mission to create a collaborative environment where experienced advisors focus on clients' unique financial needs. With a team boasting decades of expertise, we are committed to empowering individuals to achieve their financial goals through personalized strategies. Grounded in trust, integrity, and innovation, we ensure that client values and aspirations guide every decision. Based in Georgia, we serve clients through several locations, including Cordele, Perry, LaGrange, Waycross, Griffin, and Moultrie.

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This is a full-time, on-site role for an Executive Assistant located in our Cordele, GA office. Responsibilities include providing high-level administrative and executive support, managing expense reports, scheduling appointments and meetings, maintaining files and records, and ensuring efficient communication. The role requires managing multiple priorities, coordinating with internal and external stakeholders, and assisting in a variety of tasks to support executive leadership.

• Proficiency in Executive Administrative Assistance and Administrative Assistance tasks
• Experience in managing and preparing Expense Reports
• Strong Executive Support and organizational skills
• Excellent Communication skills, both written and verbal
• Ability to maintain confidentiality and handle sensitive information
• Strong proficiency in office software and tools (e.g., Microsoft Office Suite)
• Ability to work independently and collaboratively in a professional setting
• Previous experience in a similar role or in financial planning is a plus
• High school diploma or equivalent;
  Bachelor's degree is preferred