Executive Assistant for CFP (Certified Financial Planner)

Job Overview

We are seeking a highly organized and proactive Executive Assistant to support a busy financial planner within a growing financial planning practice in our Amarillo Texas HQ. This dynamic role offers the opportunity to be the right hand in managing daily operations, coordinating client interactions, and ensuring the smooth functioning of the office. The ideal candidate will thrive in a fast-paced environment, demonstrating exceptional administrative skills, technical proficiency, and a passion for delivering outstanding support. Join us to contribute to a professional setting where your organizational talents and enthusiasm will make a meaningful impact every day!

Responsibilities

• Manage and maintain the executive’s calendar, scheduling appointments, meetings, and business travel arrangements with precision and foresight
• Coordinate client meetings, prepare agendas, and handle follow-up communications to ensure seamless interactions
• Handle confidential information with discretion, maintaining privacy and security at all times
• Assist with bookkeeping tasks using QuickBooks, including data entry, invoicing, and expense tracking
• Organize events such as client seminars or team gatherings, including venue booking, logistics planning, and material preparation
• Prepare professional correspondence, reports, and presentations utilizing Microsoft Office Suite and productivity software
• Support internal communication efforts by managing multi-line phone systems, video conferencing software, and email correspondence

Skills

• Proven experience as an executive assistant or personal assistant within a professional or financial services environment
• Strong organizational skills with the ability to prioritize tasks efficiently and manage multiple projects simultaneously
• Excellent written and verbal communication skills with proper phone etiquette and proofreading abilities
• Technical proficiency in Microsoft Office (Word, Excel, Outlook), Google Workspace, QuickBooks, DocuSign, and video conferencing tools
• Expertise in event planning, project coordination, office management, and data entry processes
• Ability to handle confidential information discreetly while demonstrating professionalism in all interactions
• Experience with calendar management tools such as Microsoft Outlook Calendar and multi-line phone systems
• Exceptional customer service skills combined with strong collaboration abilities with C-suite executives and team members

Join our team to be an essential part of a vibrant office environment where your administrative expertise will support our financial planning professionals in delivering exceptional service. Your proactive approach will help streamline operations while fostering a welcoming atmosphere for clients and colleagues alike!

Pay: $75,000.00 - $155,000.00 per year

Benefits:

• 401(k) matching
• Health insurance
• Paid time off

Work Location: In person