Executive Support Specialist
12 hours ago
We are seeking a highly organized and self-sufficient Executive Support Specialist to join our team at Stone Oak Wealth Management in San Antonio, TX. As a key member of our team, you will provide administrative support to our business owner and assist in the day-to-day operations of our financial services firm.
Responsibilities:
- Schedule client meetings and appointments
- Answer phones and greet clients at the front door
- Coordinate firm events and activities
- Order office supplies and manage inventory
- Research and prepare reports and presentations
- Keep databases up to date and accurate
- Maintain confidential information and follow through on outstanding projects
Requirements:
- Associates Degree or equivalent experience
- 2+ years of Executive Assistant experience in a busy office
- Intermediate to advanced skills with MS Office Suite
- Advanced Skills calendaring and CRM systems
Benefits:
- Flexible paid time off
- Group health insurance plan
- 100% of employees only dental and vision insurance and the majority of your employee only health insurance
- Health Savings Account (HSA)
- Free onsite gym and parking garage
Staying Healthy:
- Flexible paid time off to go to the doctor, dentist, optometrist etc.
Supporting Your Educational Growth:
- We will help you obtain your license and certification if you desire
Hours:
- Monday – Friday: 8:00 am – 5:00 pm
Presented by Advisor Employee Services Thank you for your interest in the Executive Support Specialist role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today
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