Abrar Admin

McNeely Financial Services

Job Title: Executive AssistantLocation: Spencer, WICompany: Financial Clarity by Design, IncJob Type: Full-timeSalary: Competitive, based on experienceBenefits: Health insurance, retirement plan, paid time off, group life and DIPosition OverviewWe are seeking a highly organized, proactive Executive Assistant to support the owners of a growing financial planning firm. This role is ideal for someone who thrives in a fast-paced, client-focused environment and enjoys bringing structure and efficiency to daily operations.The Executive Assistant will serve as a strategic partner&mdash;managing schedules, enhancing the employee &amp; client experience, supporting marketing initiatives, and ensuring the office runs smoothly. This individual will play a key role in helping the firm deliver exceptional service while allowing the advisor to focus on client relationships and business growth.Key ResponsibilitiesExecutive Support<ul><li>Manage and optimize team member calendars, including scheduling client meetings, internal priorities, conference registrations and travel arrangements</li><li>Prepare agendas, reports, and follow-up action items from team meetings</li><li>Handle email management and prioritize communications</li></ul>Operations &amp; Office Management<ul><li>Maintain organized workflows, systems, and processes to improve efficiency</li><li>Track licensing, contracting and continuing education requirements</li><li>Manage office logistics, supplies, and vendor relationships</li><li>Support bookkeeping coordination and basic administrative tasks as needed</li></ul>Qualifications<ul><li>2+ years of experience in an administrative or executive support role (financial services experience is a plus)</li><li>Associate or Bachelor&rsquo;s degree in business, marketing, communications, or related field preferred</li><li>Strong organizational and time management skills with exceptional attention to detail</li><li>Excellent written and verbal communication skills</li><li>Proficiency in Microsoft Office, CRM systems, and digital tools</li><li>Ability to handle confidential information with professionalism and discretion</li></ul>Key Traits for Success<ul><li>Proactive and anticipates needs before they arise</li><li>Strong sense of ownership and accountability</li><li>Tech-savvy and eager to learn new systems</li><li>Detail-oriented with a high standard of excellence</li><li>Warm, professional, and client-service focused</li><li>Adaptable and thrives in a growing business environment</li></ul>If you are a proactive individual who enjoys managing diverse responsibilities in a dynamic environment, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter outlining your qualifications and interest in the position.Financial Clarity by Design, Inc is an equal opportunity employer. We thank all applicants for their interest; however, only those selected for an interview will be contacted.Pay: $35,000.00 - $50,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li></ul>Work Location: In person

Executive Assistant

Job Listing: Client Relations, Marketing &amp; Office Assistant Job Title: Client ConciergerieLocation: Spencer, WICompany: Financial Clarity by Design, IncJob Type: Full-timeSalary: Competitive, based on experienceBenefits: Health insurance, retirement plan, paid time off, group life and DIOverview: We are seeking a reliable and welcoming individual to join our team. As the first point of contact for our company, you will play a crucial role in creating a positive impression and providing exceptional customer service to our clients and guests. This role is pivotal in managing and coordinating various client events and initiatives. The ideal candidate will thrive in a fast-paced environment, possess excellent multitasking abilities, and have a passion for client service and event planning.Responsibilities include but are not limited to:<ul><li>Client Services &amp; Office Operations:</li><li>Answering the phone as the first point of contact</li><li>Greeting clients and walk-in guests with professionalism</li><li>Assisting clients with appointment scheduling and online account access</li><li>Managing office supplies and inventory. General office maintenance</li><li>Document scanning and data entry as needed. CRM management</li><li>Managing server operations as the main point of contact for IT related issues</li><li>Events Coordination &amp; Marketing:</li><li>Planning and executing various client events &amp; activities</li><li>Decorating for seasonal and special events both indoors and outdoors</li><li>Coordinating holiday gift giving and client thank you gifts</li><li>Organizing promotional items for marketing campaigns</li><li>Creatively managing social media, email marketing &amp; website presence</li></ul>Qualifications:<ul><li>Previous experience in office administration, event planning, or customer service preferred</li><li>Strong organizational and multitasking skills with attention to detail</li><li>Excellent communication and interpersonal abilities</li><li>Proficiency in Microsoft Office Suite (Word, Excel, Outlook)</li><li>Ability to work independently and collaboratively in a team environment</li></ul>If you are a proactive individual who enjoys managing diverse responsibilities in a dynamic environment, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter outlining your qualifications and interest in the position.Financial Clarity by Design, Inc is an equal opportunity employer committed to diversity and inclusion in the workplace. We thank all applicants for their interest; however, only those selected for an interview will be contacted.Job Type: Full-timeBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Ability to Relocate:<ul><li>Spencer, WI 54479: Relocate before starting work (Required)</li></ul>Work Location: In person

Client Conciergerie

Join McNeely Financial Services and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

McNeely Financial Services

About Company

Executive Assistant

Client Conciergerie