Executive Assistant - Advisor Support

Job Description

Job Description

Help financial advisors stay organized, responsive, and focused on growing their business.

Megastar Advisors is looking for a tech-forward, highly organized Executive Assistant – Advisor Support to work directly with financial advisors and help keep their businesses moving.

In this role, you’ll become a trusted point of support for a group of financial advisors, helping them manage opportunities, follow up with leads, coordinate schedules, and navigate the administrative side of their insurance business.

What matters most is that you bring a strong professional foundation, communicate confidently, stay on top of details, are comfortable learning new technology, and take ownership of getting things done. We’re looking for someone who is proactive, dependable, and able to anticipate what needs to happen next rather than waiting to be asked.

What You’ll Own

• Build strong working relationships with financial advisors through professional, responsive phone and email communication.
• Manage scheduling and calendar coordination for advisors, including following up with warm leads and prospective clients to schedule appointments.
• Assist advisors with the submission and processing of new insurance business.
• Support contracting and onboarding activities for advisors working with insurance carriers.
• Help with policy service requests and ongoing administrative needs.
• Track outstanding items, deadlines, and next steps; proactively follow up with advisors, carriers, and internal teams to keep business moving.
• Maintain accurate and up-to-date information and activity in our technology platforms and CRM.
• Draft clear, professional emails and communications on behalf of or in support of advisors.
• Work closely with our internal Advisor Services and Sales teams to resolve questions and provide a smooth advisor experience.
• Handle client, advisor, and business information with professionalism, sound judgment, and discretion.

What You Bring

• At least 2 years of professional experience in an executive assistant, administrative support, client service, or similar professional role; prior executive assistant experience is strongly preferred.
• Strong communication skills and confidence speaking with professionals by phone and email.
• Strong written communication skills and the ability to draft clear, polished, professional correspondence.
• A high level of organization, attention to detail, and follow-through.
• A proactive, ownership-oriented work style—you anticipate needs, follow through without being reminded, and are comfortable taking responsibility for keeping multiple people and priorities organized.
• The ability to manage multiple priorities, deadlines, and requests without losing track of details.
• A tech-forward mindset—you’re comfortable learning new software, working across multiple systems, and finding more efficient ways to get things done.
• Comfort using standard business technology such as Microsoft Outlook, Word, Excel, and CRM platforms.
• The ability to follow established processes while also using good judgment to solve problems independently.
• Persistence and confidence when following up with leads and coordinating appointments.
• A service-oriented mindset and genuine interest in helping others succeed.
• Professionalism, reliability, discretion, and a willingness to learn.
• Insurance or financial services experience is not required, but would be a definite plus.

What This Role Is Like

This is an in-office position at our Tarpon Springs, Florida office. The financial advisors you support will primarily work with you through phone, email, and our technology platforms.

This is not a traditional administrative role where you simply wait for assignments. You’ll be expected to stay ahead of outstanding items, anticipate next steps, follow through consistently, and help keep the advisors you support organized and moving forward.

Your day will include a mix of relationship-building, calendar management, administrative work, technology, follow-up, and problem-solving. It’s a great opportunity for someone who has built a solid professional foundation and is ready to take on greater responsibility and become a trusted resource to the professionals they support.

We’ll provide the industry-specific training. You bring the experience, initiative, judgment, and willingness to learn.

About Megastar Advisors

Megastar Advisors provides financial professionals with the tools, resources, technology, marketing, and back-office support they need to grow their businesses and better serve their clients.

We’re looking for someone who wants to learn the industry, become a valuable resource to our advisors, and grow with our team.