Executive Assistant

2 weeks ago


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

Cloud Financial is a leading provider of financial and insurance planning services. We are seeking a highly skilled and detail-oriented Executive Assistant to join our team.

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 Work with Us?

At Cloud Financial, we value our employees and offer opportunities for growth and development. As a member of our team, you will contribute to a fast-growing company that prioritizes excellence and customer satisfaction.

Please note that this is an in-office position, and remote applicants will not be considered.

Cloud Financial is an equal-opportunity employer.


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