Executive Assistant

2 weeks ago

Alabama USA, United States Magellan Financial & Insurance Services, Inc. Full time
Financial Advisor Assistant at Cloud Financial

Location: Huntsville, AL

Website:

Who We Are: Cloud Financial is a recognized leader in financial and insurance planning, providing a full suite of services, including estate planning and wealth management. Through innovative marketing across TV, radio, and digital platforms, we are committed to being trusted partners to our clients. When you join our team, you become part of a forward-thinking organization that empowers advisors and consistently delivers exceptional service to our clients.

The Role: Executive Assistant

We are growing our team and offering an exciting opportunity for advancement within a company that prioritizes excellence. As an Executive Assistant, you will be instrumental in fostering and maintaining client relationships by providing essential onboarding and ongoing support. You'll thrive in a collaborative, community-focused environment, contributing to our strong company culture while offering vital support to our financial advisors.

Key Responsibilities:

  • Collect and organize financial data from clients to assist in developing comprehensive financial plans.
  • Address routine client inquiries and coordinate meetings with advisors.
  • Maintain accurate client records in compliance with industry regulations.
  • Support advisors in implementing personalized financial strategies for clients.
  • Research financial products and market trends, providing detailed summaries to assist advisors in their decision-making process.

Qualifications:

  • Associate's degree or equivalent experience is required.
  • Previous experience in the financial services industry is preferred.
  • High ethical standards with a strong commitment to confidentiality.
  • Meticulous attention to detail and excellent organizational skills.
  • Strong written and verbal communication skills.
  • Problem-solving and analytical abilities.
  • Proficiency in Microsoft Office Suite; familiarity with financial industry software is a plus.

Why Join Us?

At Cloud Financial, you are more than just an employee - you are a key part of our mission. We are dedicated to fostering your professional growth and success. By joining our team, you'll contribute to a fast-growing company that values initiative, with your work playing a crucial role in improving our clients' financial well-being and supporting our advisors.

Please Note: This is an in-office position; remote applicants will not be considered.

Cloud Financial is an equal-opportunity employer.

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