Position Overview

Executive Assistant

Vision Financial Group is looking for a proactive and detail-oriented Executive Assistant to join our dynamic team. This role is perfect for a highly organized professional who thrives in a fast-paced, collaborative environment and is committed to delivering exceptional client service.

Key Responsibilities:

  • Provide high-level administrative support, including handling client communications and managing incoming calls.
  • Assist with day-to-day office operations, including clerical tasks and scheduling.
  • Ability to handle sensitive information with discretion and maintain confidentiality.
  • Maintain organization and efficiency in a fast-moving work environment.

Qualifications:

  • Proficiency in Microsoft Excel and Word.
  • Strong communication and organizational skills.
  • Ability to multitask and work effectively in a team-oriented setting.
  • Accounting experience or familiarity with financial record-keeping is a plus.
  • Experience in the financial or insurance industry is a plus but not required.

If you are a detail-driven professional looking to make an impact in a supportive and growth-focused environment, we’d love to hear from you!

Join Our Team
Two people talk in image shaped like the Vision Financial Group logo

Join Our Team

Use this form to apply to Vision Financial Group.

"*" indicates required fields

Drop files here or
Max. file size: 50 MB, Max. files: 2.

    You can also email your resume to tdileo@vfgnys.com to apply for this position

    This field is for validation purposes and should be left unchanged.


    Return to Job Listings