Executive Assistant

Description

We are seeking a highly organized and proactive Executive Assistant to work directly alongside a Financial Advisor, providing personalized administrative and operational support. This position is centered around partnering with one advisor rather than supporting an entire office, making it an ideal opportunity for someone who enjoys building strong working relationships and helping others stay productive and organized.

As the advisor's primary support person, you'll help coordinate daily activities, manage client communications, oversee scheduling, and keep important projects and follow-up tasks moving forward. Your attention to detail and ability to anticipate needs will play a vital role in delivering an exceptional client experience while allowing the advisor to focus on serving clients.

If you're someone who enjoys staying organized, communicating professionally, and taking ownership of responsibilities, this role offers an excellent opportunity to grow within the financial services industry.

Position Type: Full-Time or Part-Time (Flexible Based on Availability)

Responsibilities

$42

Qualifications

• Excellent verbal and written communication skills with a professional and courteous demeanor
• Comfortable speaking with clients, insurance companies, and business partners by phone and email
• Experience using Microsoft Excel, Google Sheets, or similar spreadsheet software
• Strong organizational skills with exceptional attention to detail
• Ability to manage multiple responsibilities while maintaining accuracy and meeting deadlines
• Self-motivated, dependable, and capable of working independently with minimal supervision
• Strong problem-solving skills and the ability to adapt in a fast-paced environment
• Interest in financial services and a willingness to learn new systems, processes, and industry knowledge