Executive Assistant

Position Overview:
We are a client-focused financial advisory practice seeking a professional, detail-oriented Executive Assistant to serve as the first point of contact for our clients while supporting daily operations. This role is critical to delivering a high-quality client experience and ensuring the office runs efficiently.

The ideal candidate is organized, personable, and comfortable handling both front desk responsibilities and administrative support in a fast-paced, service-driven environment.

Key Responsibilities:

• Greet clients warmly and create a professional, welcoming office environment
• Answer and route incoming phone calls with professionalism and efficiency
• Manage front desk operations and maintain an organized reception area
• Schedule client meetings and manage advisor calendars
• Prepare and organize client paperwork and documentation
• Assist with account servicing tasks and follow-up communication
• Handle incoming/outgoing mail and maintain accurate client records
• Support advisors and team members with administrative tasks and projects
• Ensure confidentiality and proper handling of sensitive financial information

Qualifications:

• Strong interpersonal and communication skills; client-first mindset
• High level of organization and attention to detail
• Proficient with computers and office software (Microsoft Office, email, CRM systems)
• Ability to multitask and prioritize in a deadline-driven environment
• Professional demeanor and appearance
• Team-oriented with a proactive, “get it done” attitude
• Previous administrative, client service, or financial services experience preferred

What We Offer:

• Competitive compensation based on experience
• Company retirement plan
• Stable, professional work environment with a strong team culture
• Opportunity to grow within a respected financial advisory practice

Pay: From $18.00 per hour

Benefits:

• Flexible schedule
• Paid time off
• Retirement plan

Work Location: In person