GENERAL FUNCTION / SUMMARY

The Executive Assistant plays a vital role in managing company-wide scheduling, travel coordination, event support, and administrative functions. This position serves as the primary contact for company event-related inquiries, assists with payment arrangements for Advisory, and ensures smooth office operations through administrative and office management tasks.

BASIC QUALIFICATIONS

• Bachelor’s degree in business administration, or a related field preferred.
• 3+ years of experience in executive or administrative support; experience in the travel agency industry is highly preferred.
• Strong attention to detail, organizational and time management skills.
• Proficiency in Microsoft Office Suite and scheduling software.
• Attention to detail with the ability to multitask in a fast-paced environment.
• Excellent communication and problem-solving skills.

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.

• Organize and manage domestic travel arrangements for CEOs and all employees, including flight bookings, accommodations, and itineraries.
• Coordinate schedules for seminars, company events, and internal meetings to ensure seamless execution.
• Serve as the main point of contact for company event-related questions, assisting employees and external partners as needed.
• Handle payment arrangements for Advisory, including rent, commission, and other financial obligations.
• Assist in processing invoices, reimbursements, and financial documentation related to corporate events and office operations.
• Perform data entry, record-keeping, and maintain accurate documentation for compliance and tax filing purposes.
• Oversee office supply procurement and inventory management to support daily operations.
• Provide general administrative support to ensure efficient workflow within the Secretariat department.Perform other tasks as assigned.