Executive Assistant

Executive Assistant

SAN DIEGO, CA 92130

Overview

Salary Range $70,000.00 - $80,000.00 Salary/year

Description

IFG is seeking a highly organized and proactive Executive Assistant to provide high-level support to the General Counsel and, as needed, members of the Compliance Department. This role will enhance the efficiency and effectiveness of these teams by providing day-to-day administrative and operational support, ensuring consistency, back-up coverage, and cross-functional support in a dynamic legal and regulatory environment.

The ideal candidate is detail-oriented, adaptable, and resourceful, with strong multitasking and prioritization skills and the ability to anticipate needs and thrive in a fast-paced, evolving environment.

Independent Financial Group, LLC (IFG) is a privately held independent wealth management provider based in San Diego, California. Founded in 2003, IFG supports more than 600 independent financial professionals in over 400 offices nationwide with a comprehensive suite of business solutions. IFG has been widely recognized as a leading independent broker-dealer. In 2025, Financial Advisor magazine listed IFG as the 15th largest national independent broker-dealer and #2 for privately held broker-dealers based on gross revenue. Financial Planning ranked IFG 1st for women as a percentage of producing representatives in 2025 and 7th for financial advisor payout in 2024. InvestmentNews ranked the firm in the top 10 for payout and account assets in 2024. IFG is an eight-time honoree on the Inc. 5000 list of "Fastest-Growing Private Companies in the US," and the San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022 and 2023.

Job Duties

• Provide high-level support to the General Counsel and, as needed, the Chief Compliance Officer and other members of the Compliance Department.
• Conduct client-related research and gather documents using the firm's back-office systems and third-party technologies.
• Coordinate the collection of data and information, as needed, with key departments across the firm.
• Log new cases and complaints and, as needed, prepare and submit documentation to the insurance company for coverage assessment.
• Assist the General Counsel with preparing language for regulatory filings related to claims or complaints, as applicable; obtain required signatures and submit final filings to FINRA.
• Assist with Representative Licensing/Professional (Rep LP) related tasks, as needed.
• Prepare and run reports at the request of the General Counsel, Chief Compliance Officer, or other members of the Compliance Department.

Qualifications

Education & Experience

• Minimum of five years of experience as an Administrative or Executive Assistant, preferably within the financial services industry.
• Bachelor's degree from an accredited university in a relevant field preferred.
• Advanced proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, Outlook, and Publisher.
• Experience managing calendars, coordinating meetings, and arranging domestic and international travel.
• Excellent verbal, written, and electronic communication skills.
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Desired Skills

• Exceptional organizational and time management skills, with the ability to prioritize competing demands and anticipate needs.
• Strong interpersonal skills and the ability to interact professionally and effectively with executives, colleagues, vendors, and clients.
• Excellent written and verbal communication skills, including the ability to draft professional correspondence and presentations.
• Resourceful and solutions-oriented, with strong problem-solving skills and the ability to manage complex tasks and projects.
• Ability to handle confidential and sensitive information with discretion and professionalism.
• Familiarity with calendar management and other administrative tools and technologies.

Key Attributes

• Proactive, self-motivated, dependable, and accountable, with strong follow-through.
• Highly detail-oriented, accurate, and thorough.
• Adaptable and flexible, with a willingness to learn and take on new responsibilities.
• Able to work independently while collaborating effectively across teams.
• Professional demeanor, sound judgment, and strong interpersonal skills.
• High level of integrity and discretion when handling sensitive information.