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Executive Assistant

Salary undisclosed

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Job Summary

The Executive Assistant will provide high-level administrative support to a senior Financial Advisor. This role requires a proactive, detail-oriented individual who can manage multiple tasks and projects simultaneously while maintaining the utmost discretion and professionalism. The ideal candidate will possess exceptional communication skills, a strong attention to detail, and the ability to manage multiple tasks efficiently. This role is crucial in ensuring the smooth operation of our office.

Candidate will be expected to:

- Assist in office management tasks, including calendar management and clerical duties to support the advisory team.

- Provide exceptional customer service by addressing client inquiries promptly and professionally.

- Maintain accurate records of client interactions and transactions using various software tools.

- Utilize tools such as Adobe Sign and DocuSign for document management and communication.

- Complete new business applications & complete onboarding with clients via Teams.

- Present a professional image, both over the phone, on camera and in person

Qualifications

Education: Bachelor’s degree in Business Administration, Communications, or a related field is preferred but not required.

Experience: Minimum of 1 year of experience in an executive assistant or similar role.

Skills:

  • Excellent organizational and time-management skills.
  • Strong written and verbal communication abilities.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Ability to work independently and as part of a team.

Competencies

  • Attention to Detail: Ensures accuracy in all tasks and projects.
  • Proactive: Takes initiative to anticipate needs and solve problems.
  • Discretion: Maintains confidentiality and handles sensitive information with care.

Benefits

  • Competitive salary (1099)
  • Comprehensive training and support
  • Health & Life insurance
  • Retirement plan with company match (After a year)
  • Paid time off and holidays

To Apply: Please submit your resume and a cover letter detailing your qualifications and experience.

Equal Opportunity Employers M/F/D/V. AGE- 7061162.1(9/24)(Exp.9/26)