GENERAL FUNCTION / SUMMARY
We are seeking a highly organized, detail-oriented Executive Assistant to provide high-level administrative support to multiple senior executives. The ideal candidate is proactive, resourceful, and thrives in a fast-paced environment managing competing priorities.
This role requires excellent communication skills, strong judgment, and the ability to maintain confidentiality at all times. Bilingual proficiency in English and Chinese is required.
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MAJOR DUTIES AND RESPONSIBILITIES
- Manage and coordinate complex calendars for multiple executives, including scheduling meetings, appointments, and resolving scheduling conflicts
- Coordinate domestic and international travel arrangements, including flights, accommodations, and detailed itineraries
- Serve as a primary point of contact between executives and internal/external stakeholders
- Prioritize and manage incoming requests, ensuring alignment with executive priorities
- Prepare, proofread, and manage correspondence, reports, and presentations
- Organize meetings, including agenda preparation, logistics coordination, note-taking, and follow-ups
- Track deadlines, action items, and deliverables across multiple executives
- Handle confidential and sensitive information with the highest level of discretion
- Assist with event planning and coordination as needed
- Support special projects and cross-functional initiatives
BASIC QUALIFICATIONS
- Proven experience as an Executive Assistant supporting multiple executives or senior leadership
- Bilingual in English (written and verbal) and Chinese (verbal)
- Exceptional organizational and time-management skills with the ability to manage competing priorities
- Strong attention to detail and accuracy
- Ability to multitask and perform under tight deadlines
- Excellent written and verbal communication skills
- Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
- Strong problem-solving skills and ability to exercise sound judgment
- High level of professionalism and discretion
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Preferred Qualifications
- At least 5 years of experience as an Executive Assistant
- Experience supporting C-level executives
- Experience in financial industries
- Familiarity with travel booking platforms and expense reporting systems
- Experience coordinating across multiple departments or teams
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Additional Expectations
- Ability to act as a gatekeeper and effectively manage executive time and priorities
- Proactive mindset with the ability to anticipate needs and address issues before they arise
- Comfortable working in a dynamic, fast-paced environment
- Occasional flexibility outside standard business hours, as needed
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WHO WE ARE
With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals.
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WHY JOIN US
- Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.
- Multilingual & Multicultural: Work in a dynamic, diverse environment that understands and serves multicultural communities.
- Career Growth: Access to cross-functional training, licensing support, and professional development opportunities.
- Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success.
- Impactful Work: Help individuals and families achieve financial security and generational wealth.
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WHAT WE OFFER
- Competitive salary and benefits package.
- Opportunity to work in a collaborative and innovative environment.
- Professional development and growth opportunities.
- Pay starts at $23.08 ~ $28.85/hour based on experience.
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