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Paradigm Wealth Management

Executive AssistantParadigm Wealth Management &ndash; Fort Worth, TX Full-Time | On-site Compensation: $22&ndash;$28 per hour, depending on experiencePosition OverviewParadigm Wealth Management is seeking a highly skilled and dependable Executive Assistant to provide dedicated, one-on-one support to a senior executive. This role is ideal for an experienced executive assistant who is organized, proactive, and confident managing priorities in a professional, fast-paced environment.Experience as an executive assistant within wealth management, life insurance, or investment firms is strongly preferred. However, candidates from other industries are encouraged to apply if they bring proven executive assistant experience and strong administrative capabilities.Key ResponsibilitiesExecutive Support<ul><li>Provide comprehensive administrative support to a single executive, including calendar management and meeting coordination.</li><li>Prepare meeting agendas, presentations, reports, and follow-up materials</li><li>Act as a trusted gatekeeper, managing communications and prioritizing requests</li></ul>Communication &amp; Coordination<ul><li>Handle professional correspondence via phone, email, and written communication with clients.</li><li>Coordinate meetings and assist with scheduling client appointments as needed</li><li>Maintain a high level of confidentiality and professionalism at all times</li></ul>Operational &amp; Administrative Duties<ul><li>Organize and maintain confidential records, files, and documents</li><li>Assist with processes, workflows, and special projects to ensure smooth day-to-day operations</li><li>Support compliance-sensitive tasks and documentation with accuracy and attention to detail</li></ul>Technology &amp; Organization<ul><li>Organize information using CRM systems and internal tools</li><li>Assist with data entry, reporting, and document preparation</li><li>Maintain orderly digital and physical filing systems</li></ul>Experience &amp; QualificationsRequired<ul><li>3+ years of experience as an Executive Assistant or Senior Administrative Assistant</li><li>Strong organizational, time-management, and follow-through skills</li><li>Excellent written and verbal communication abilities</li><li>High level of discretion when handling sensitive and confidential information</li></ul>Preferred - Experience in:<ul><li>Wealth management</li><li>Life insurance</li><li>Investment or financial services firms</li><li>Familiarity with compliance-oriented or regulated environments</li><li>Proficiency in Microsoft Word, Excel, and Outlook</li><li>Experience with CRM platforms or similar administrative systems</li></ul>Candidates with executive assistant experience from other industries are welcome if they demonstrate strong transferable skills and professionalism.Education<ul><li>Bachelor&rsquo;s degree preferred, or equivalent professional experience</li></ul>Compensation &amp; Benefits<ul><li>$22&ndash;$28 per hour, based on experience and qualifications</li><li>Opportunity for long-term growth and stability</li><li>Professional, respectful working environment</li><li>Direct exposure to executive-level decision-making in a wealth management firm</li></ul>Why Paradigm Wealth ManagementThis role offers the opportunity to work closely with executive leadership, make a meaningful impact, and serve as a trusted partner in a growing wealth management practice. Ideal for someone who enjoys responsibility, variety, and being an integral part of success.Pay: $21.00 - $30.00 per hourBenefits:<ul><li>Paid time off</li></ul>Work Location: In person

Executive Assistant

Join Paradigm Wealth Management and explore 1   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.

Paradigm Wealth Management

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Executive Assistant