Virtual EA
Equitable Advisors
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)
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