Executive Assistant

Full-time Executive Administrative Assistant supporting two senior financial advisors at a privately-owned wealth management practice affiliated with Equitable Advisors that advises over $150M in client assets. Reporting to: Ryan Oda The Opportunity Join a close-knit financial planning team where your organization and communication directly drive the practice's success. Ideal for a proactive self-starter who values remote flexibility and wants to grow a career in office administration without micromanagement. Responsibilities Manage client communications and scheduling: appointment coordination, calendar management, meeting reminders, and follow-up for required documents and signatures Support client account administration through accurate data entry, preparation and processing of paperwork, and document management while maintaining strict confidentiality Deliver exceptional client service by professionally handling phone calls, emails, and client inquiries Coordinate with internal departments and service teams to facilitate account servicing, paperwork processing, and timely resolution of client requests Provide executive administrative support to the two senior financial advisors and help ensure efficient day-to-day operation of the practice Qualifications Proven experience in office management or administrative roles; clerical experience preferred Strong computer literacy including Microsoft Office (Word, Excel, PowerPoint), Microsoft Teams, data entry, and typing skills Excellent organizational skills with the ability to multitask effectively in a fast-paced environment Exceptional written and verbal communication skills, professional and courteous via email and phone Strong time management to prioritize tasks and meet deadlines consistently Full-time, hourly $25-35/hr with bonus opportunity Flexible schedule / work from home; remote with some in person Generous scheduling flexibility with unpaid time off available upon approval Medical / Dental / Vision (higher hourly pay if not needed) #J-18808-Ljbffr Equitable Advisors