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Executive Administrative Assistant

4 months ago

Evans, United States HomeRun Search Full time

Our client is a boutique wealth management firm committed to providing personalized financial solutions to clients here in the CSRA and nationwide. We are looking for a multifaceted Executive Administrative Assistant with a financial services background to join this family-owned small business located in Evans, GA.


They specialize in helping individuals and families achieve their financial goals through tailored investment strategies and comprehensive financial planning. This is a direct-hire, long-term opportunity to play a critical role in the day-to-day operations and continued growth of the organization.



Position Overview

We are searching for an Executive Administrative Assistant with experience fostering relationships and providing best-in-class customer service in the financial services industry. This role is pivotal in supporting the CEO, ensuring smooth day-to-day operations, and enhancing client satisfaction.


What You'll Do

Administrative Support:

  • Manage calendars, schedule appointments, and organize financial documents.
  • Prepare client documents and process paperwork accurately and efficiently.
  • Handle client inquiries promptly and professionally via phone, email and in person.

Marketing and Sales Assistance:

  • Assist with marketing efforts, including social media management, email campaigns, and event coordination.
  • Conduct sales calls and follow up with clients to schedule appointments.

Customer Care:

  • Provide exceptional face-to-face customer service to clients visiting the office.
  • Foster a welcoming and supportive environment for clients.

Special Projects:

  • Support special projects and initiatives to drive the success of the business.
  • Collaborate with team members on various tasks as needed.


What You Bring to the Table

Educational Background:

  • Bachelor's degree in Finance, Business Administration, or a related field.
  • Preferred: Relevant Insurance, Investment, and/or Securities licenses/certifications

Professional Experience:

  • Previous experience in a financial services office, preferably in wealth management, finance, insurance, or accounting.
  • Demonstrated experience in face-to-face customer care roles.
  • Preferred: Experience as an Office Manager in a professional setting.

Skills and Competencies:

  • Strong communication and interpersonal skills.
  • Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel, Outlook).
  • Excellent organizational skills and attention to detail.
  • Ability to multitask, prioritize tasks, and work efficiently with minimal supervision.


Benefits

Career Growth:

  • Opportunity for advancement within the firm, with the potential to become a financial advisor and partner

Professional Development:

  • Collaborative and supportive work environment.
  • Focus on professional development with optional on and off-site training and certifications.


Why Us

Be a critical part of a dedicated team in a local small business, where your contributions directly impact our success and client satisfaction. If you are motivated, passionate about finance, and eager to contribute to a growing wealth management firm, we encourage you to apply Please submit your resume detailing your relevant experience. We look forward to hearing from you




HomeRun Search, LLC is an equal opportunity employer, committed to diversity and inclusion. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other status protected under federal, state, or local laws. We encourage applicants of all backgrounds to apply. For individuals with disabilities who would like to request an accommodation, please contact support@homerunsearch.com.