Executive Administrative Assistant

We are seeking a highly organized and detail-oriented individual to join our team as an Executive Administrative Assistant. In this role, you will provide comprehensive administrative support to our executive team and contribute to the smooth operation of our organization. The ideal candidate will have excellent communication skills, strong attention to detail, and the ability to handle multiple tasks simultaneously.
 

Responsibilities:

• Answer phones and greet clients in a friendly, positive, and warm manner. Be the first point of contact for prospects and clients
• Establish new & existing securities accounts, application completion - Securities, Annuities & Insurance.
• Communicate with clients & financial intuitions to follow up on money transfers Work collaboratively with staff on asset movements, client service requests and comprehensive record keeping.
• Maintain office supplies and out-going correspondence
• Assist clients with issues and concerns
• Set appointments with clients and assist Advisor with calendar management Pre-appointment preparation including compiling account summaries
• Maintain office filing system, both paper and electronic
• Record notes from client conversations
• Assist with various marketing objectives
• Other industry-specific tasks as needed
• Support Advisory teams with financial plan preparation and client reviews Handle confidential information with discretion
• Provide general administrative support as needed

Requirements:

• Proven experience as an administrative assistant or similar role in the financial industry
• Proficient in Microsoft Office Suite (Outlook Calendar, Word, Excel, PowerPoint) -Current or past Series 6 or Series 7 a plus
• CRM experience preferred
• Strong organizational skills with the ability to prioritize tasks effectively
• Excellent written and verbal communication skills
• Attention to detail and accuracy in all work performed
• Ability to work independently with minimal supervision
• Exceptional customer service skills
• Must be able to pass a background check

We offer competitive compensation and benefits packages including profit sharing plan, paid time off and one week vacation after 6 months. Hours are Monday -Friday 9am- 4pm. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. Apply today to join our dynamic team as an Executive Administrative Assistant!

Job Type: Full-time

Pay: $20.50 - $24.69 per hour

Expected hours: 35 per week

Benefits:

• Paid time off

Schedule:

• Day shift
• Monday to Friday
• No weekends

Work Location: In person