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Executive Assistant to the Advisor
2 months ago
We are seeking an Executive Assistant To The Advisor to join our team. You will provide high-level administrative support for an Executive Financial Advisor recognized by Forbes Magazine as a Best-In-State advisor the last two years and with a Fortune 500 financial firm.
Responsibilities:
- Handle administrative needs of the advisor and the team
- Keep organized client files in the CRM software
- Schedule appointments with clients and follow up with confirmations
- Help prep for meetings which includes preparing client presentations
- Attend appointments with advisor and take detailed notes
- Greet clients, associates, and co-workers
- Maintain and order supplies
- Maintain all correspondence and a social media presence
- Work internally with home office support to process new business and service current business
Qualifications:
- Previous experience as an executive secretary, administrative assistant, assistant office manager, intern, or in other related fields
- Must be proficient in Microsoft office applications - Word, Excel, PowerPoint, Teams, OneDrive
- Strong organizational skills
- Ability to prioritize and multitask
- Experience in marketing and social media
- Strong attention to detail
- Degree preferred
- Must be able to pass a criminal background check
Benefits:
- Pay: $30/hr. Mon-Thurs 9-3:30 with lunch break. Flexibility to work until 5 and on Fridays. Typical 24-30 hour weeks
- Quarterly bonus structure based on production available
- Flexible time off schedule
- Professional development opportunities
