Executive Assistant to Financial Advisors

Job Summary
We are seeking a dynamic and highly organized Executive Assistant to support our team of Financial Advisors. This role is vital in ensuring smooth daily operations, managing complex schedules, coordinating projects, and providing exceptional administrative support. The ideal candidate will be proactive, detail-oriented, and capable of handling multiple responsibilities with professionalism and enthusiasm. Join us to contribute to a fast-paced environment where your organizational skills will make a meaningful impact on our clients’ financial success.

Responsibilities

• Deliver a polished front-office client experience
• Greeting clients, maintaining inventory in the front office (Client beverages & Snacks)
• Manage calendars, appointments, and client communications
• Prep meeting materials and maintain CRM (FileMaker)
• Track follow-ups and keep opportunities moving
• Coordinate estate planning and internal workflows

Skills

• Proven experience in executive administrative support or office management roles within the Financial Industry.
• Strong organizational skills with the ability to prioritize tasks efficiently in a fast-paced environment.
• Excellent typing speed combined with proficiency in data entry, proofreading, transcription, and clerical tasks.
• Familiarity with financial platforms such as (Schwab, Fidelity, RedTail, etc.)
• Exceptional customer service skills with professional phone etiquette across multi-line systems.
• Advanced computer literacy including Microsoft Office (Word, Excel, PowerPoint), and email management tools like Microsoft Outlook Calendar.
• Experience in event planning and project coordination to facilitate meetings, seminars, or client events smoothly.
• Ability to handle confidential information discreetly while maintaining accuracy in record keeping.
• Strong office experience including filing systems, front desk duties, and general clerical responsibilities. Join us as an Executive Assistant to Financial Advisors where your organizational skillset will empower our team to deliver outstanding service while advancing your career in a vibrant professional environment!

Pay: $65,000.00 - $75,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Experience:

• Annuity Processing: 3 years (Required)
• AUM Business Processing: 3 years (Required)
• Multi-line phone systems: 2 years (Required)
• Calendar management: 2 years (Required)
• Front desk: 1 year (Required)

Ability to Commute:

• Peoria, AZ 85382 (Required)

Work Location: In person