Executive Assistant

Overview 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 centers on 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. Your role as the advisor's primary support person is to 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 contribute to an exceptional client experience while allowing the advisor to focus on serving clients. If you enjoy 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 Coordinate daily activities for the advisor. Manage client communications and correspondence as directed. Oversee scheduling and calendar management. Track and move forward important projects and follow-up tasks. Maintain strong attention to detail and anticipate needs to support a high-quality client experience. Qualifications Strong organizational skills and the ability to multitask in a fast-paced environment. Professional written and verbal communication. Ability to take ownership of responsibilities and work independently while aligning with the advisor's goals. Interest in growing within the financial services industry. #J-18808-Ljbffr