Executive Assistant

2 days ago


Raleigh, United States Claire Myers Consulting Full time

Our client is seeking an Executive Assistant to serve as a liaison between a Wealth Management Advisor and the internal team, ensuring smooth day-to-day operations and a seamless client experience. This position reports directly to the Director of Client Experience and works closely with the Wealth Management team to deliver high-quality service.

Primary Responsibilities

  • Act as the primary point of contact for the Wealth Management Advisor, managing emails, calendar, scheduling, and time coordination.
  • Support case preparation and compile lead marketing lists to prepare for client meetings.
  • Ensure the Wealth Management Advisor stays organized and accountable, contributing to an excellent client experience.
  • Delegate tasks as needed based on client communications via email and phone.
Qualifications and Skills
  • Associate degree or equivalent work experience required.
  • Two or more years of experience in customer service or finance preferred.
  • Proficiency in Microsoft Office programs.
  • Strong written and verbal communication skills.
  • Highly organized and responsive to team needs.
  • Strong emotional intelligence and understanding of team goals and values.
  • Positive attitude with a proactive approach to problem-solving.

Compensation: $60,000 plus benefits
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