Executive Assistant

Job Description Job Description Position Overview This is a dual-focus role split between client-facing customer service and behind-the-scenes administrative support for our advisors. The right candidate is someone who is organized, personable, and comfortable wearing multiple hats in a fast-paced professional environment. You will be a key point of contact for both clients and staff, and your work will directly support the quality of service we deliver every day. Key Responsibilities Administrative & Advisor Support Provide high-level administrative support including preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings Prepare advisors for weekly client meetings by printing and organizing reports, assembling presentation materials, and ensuring all relevant account information is up to date Manage advisor calendars and coordinate scheduling across internal and external stakeholders Handle general office operations including managing supplies, coordinating with vendors, and maintaining a professional office environment Client Services Serve as a warm and professional first point of contact for clients by phone and in person Make outbound reminder calls to clients ahead of scheduled appointments Contact prospective and new clients to schedule initial appointments and follow-up meetings Respond to routine client inquiries and route more complex questions to the appropriate advisor Process new account paperwork and assist existing clients with account maintenance and service requests Coordinate follow-ups with custodians, fund companies, and other financial institutions as needed Data & Compliance Maintain and update the client relationship management (CRM) system to ensure accurate, current client records Assist with compliance-related administrative tasks, including records retention and documentation requirements Handle all client information with the highest level of confidentiality and professionalism Qualifications Required 2+ years of experience in an administrative, customer service, or client-facing role Excellent written and verbal communication skills Basic skills in Microsoft Office (Word and Excel) Strong organizational skills and exceptional attention to detail Ability to manage multiple priorities and meet deadlines in a small-office environment Professional, courteous demeanor with a genuine commitment to client service Demonstrated ability to handle sensitive and confidential information with discretion Preferred Experience in financial services, wealth management, insurance, or a related field Familiarity with a CRM platform (e.g., Redtail, Wealthbox, Salesforce) FINRA licensing (Series 6, 65, or 66) would be a benefit but is not necessary. What We Offer Competitive salary commensurate with experience Health insurance Paid time off and holidays Retirement plan with employer contribution A supportive, collegial work environment where your contributions are recognized Company Description Settanni Financial is a boutique wealth management firm dedicated to helping our clients achieve their long-term financial goals through personalized advice and exceptional service. Our team is small, close-knit, and committed to building lasting relationships with the families and individuals we serve. We are looking for a motivated, detail-oriented professional to join our office and help us deliver the high-touch experience our clients expect. #J-18808-Ljbffr Settanni Financial