Executive Administrative Assistant

2 weeks ago

Draper, Utah, United States Financial Network Full time

Job Title: Executive Administrative Assistant

Company: Financial Network Wealth Advisors

Location: Draper, Utah

Job Type: Full-Time

Role Overview:

We are seeking an Executive Administrative Assistant to join our team at Financial Network Wealth Advisors. The ideal candidate will be a professional with exceptional organizational and communication skills, detail-oriented, and capable of managing tasks with efficiency and poise. In this role, you will directly support our Financial Advisors, assisting with the preparation of client meetings, documentation, project coordination, and more. If you are someone who thrives in a fast-paced environment and has a strong passion for financial services, we'd love to hear from you. Previous financial work experience preferred but not required.

Key Responsibilities:

  1. Provide direct support to Financial Advisors in managing and organizing their workload.
  2. Process paperwork related to client accounts and transactions promptly and accurately.
  3. Prepare and manage client communications, scheduling meetings, preparing agendas, and ensuring all necessary documentation is in order.
  4. Manage and execute special projects as assigned by the Financial Advisors, coordinating resources and deadlines as needed.
  5. Serve as a primary point of contact for client queries, demonstrating exceptional customer service skills and maintaining a high degree of confidentiality.
  6. Assist in the development and implementation of office procedures and best practices.
  7. Contribute to the overall client experience, ensuring a high level of professionalism and client satisfaction.

Qualifications:

  1. High School Diploma or Bachelor's Degree required. Experience in Business, Finance, or related field preferred, but not necessary.
  2. Prior experience in an administrative role within the financial services industry is preferred, but not required.
  3. Strong organizational skills with an ability to manage competing priorities and deadlines.
  4. Excellent verbal and written communication skills.
  5. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  6. Strong attention to detail and ability to handle sensitive information with discretion.
  7. Proven ability to work effectively both independently and as part of a team.
  8. Familiarity with financial platforms is a plus.

About Financial Network Wealth Advisors:

At Financial Network Wealth Advisors, our mission is to empower clients to navigate the financial landscape with confidence. We provide comprehensive wealth management services that are designed to align with our clients' unique financial goals. Our team is dedicated to fostering an environment of collaboration, respect, and continuous learning.

Financial Network Wealth Advisors is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

How to Apply:

Interested applicants can apply via LinkedIn or submit resume to Please include the role title "Executive Administrative Assistant" in the subject line of your email.

We thank all applicants for their interest; however, only those candidates selected for an interview will be contacted. No phone calls, please.

  • Nightshift Caregiver

    1 week ago

    Draper, Utah, United States Executive Home Care Full time

    Responsive recruiterReplies within 24 hoursBenefits:Competitive salaryFlexible scheduleTraining & developmentIN HOME MEMORY CARE NEEDED Nightshift from 9:00 pm to 5:00 am. As a Caregiver at Executive Home Care of Utah County, you will play a pivotal role in providing essential personal care and assistance to our clients in the comfort of their homes. You...

  • Account Executive, International

    2 weeks ago

    Draper, Utah, United States BambooHR Full time

    Please Note: This is a remote position available in the state listed on this job. Additionally, employment with BambooHR is contingent on passing both a background and credit check.Essential Job DutiesAs anAccount Executive at BambooHR, you'll play an essential role in helping organizations around the world improve the way they work. You'll guide prospective...

  • Medical Assistant

    1 week ago

    Draper, Utah, United States Granger Medical Clinic Full time

    Granger Medical Clinic has an IMMEDIATE opening for a Full-Time Medical Assistant on our Orthopedics team at our Sandy clinic location.Overview:Candidate will work closely with physicians and support staff to provide patient care including: telephone triage, insurance authorizations, recording of vital signs (blood pressure, temperature, etc.),...

  • CEO in Training

    1 week ago

    Draper, Utah, United States PMDUT, LLC Full time

    Quorum Services provides Operational and Administrative support to our affiliated healthcare service providers; helping to dignify the face of healthcare needs and the communities our operations serve. Quorum Services, foster an entrepreneurial culture of ownership through a field driven structure created to empower our leaders and over 700+ employees to...

  • Surgical Sales Director

    2 weeks ago

    Draper, Utah, United States HCA Healthcare Full time

    *Description*This position is incentive eligible.IntroductionDo you want to join an organization that invests in you as a Surgical Sales Director? At Lone Peak Hospital, you come first. HCA Healthcare has committed up to $300 million in programs to support our incredible team members over the course of three years.BenefitsLone Peak Hospital offers a total...

  • Director, IT Platform Services

    4 days ago

    Draper, Utah, United States Swire Coca-Cola Full time

    Who is Swire Coca-Cola? We are a family-owned bottling company with a story spanning over two centuries. We are one of the largest bottlers of Coca-Cola in North America and distribute more than 50 beverage brands and flavors creating joy for our customers every day. Our 8,000+ driven employees work hard as part of a team that delivers refreshment to over...

  • Associate Advisor

    2 weeks ago

    Draper, Utah, United States Private Advisory Group Full time

    We are growing and are looking for another outstanding person to support our clients and advisors in the role of Associate Advisor.If you are people-oriented, intelligent, responsible, and professional please contact us. We offer a low-stress, team environment where individuals are empowered to make a difference in the firm and in our client's lives. We...

  • Product Designer

    1 day ago

    Draper, Utah, United States BambooHR Full time

    Please Note: This is a Utah-based hybrid position which will require some regular in-office days each week. Additionally, employment with BambooHR is contingent on passing both a background and credit check.Essential Job DutiesWe're looking for a Product Designer to craft thoughtful, user-centered experiences across our Payroll, Benefits, and Time product...

  • Jr. Partner Strategy Manager

    2 weeks ago

    Draper, Utah, United States Clearlink Full time

    Who We're Looking For - Marketing Jr. Partner Strategy ManagerAs a Marketing Jr. Partner Strategy Manager at Clearlink, you'll win the hearts and wallets of your accounts to guide our internal teams to deliver high-quality lead traffic. Key aspects of the role include closely analyzing click lead performance data to exceed advertiser KPIs, creating effective...

  • Marketing Account Manager

    1 week ago

    Draper, Utah, United States Clearlink Full time

    Who We're Looking For - Marketing Account ManagerAs a Marketing Account Manager at Clearlink, you'll win the hearts and wallets of your accounts to guide our internal teams to deliver high-quality lead traffic. Key aspects of the role include closely analyzing click lead performance data to exceed advertiser KPIs, creating effective strategic plans that...