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Executive Assistant to Financial Professional
Executive Assistant to Financial Advisor
$19–$21/hr | Warner Robins, GA | Full-Time
Are you someone who enjoys building relationships, staying organized, and helping clients feel cared for?
Established Investment Advisory & Estate Planning firm in Warner Robins is seeking a dependable, friendly Executive Assistant to support a Financial Professional and serve as a key point of contact for clients.
This is a long-term position in a professional but welcoming office environment where relationships matter.
Are you someone who enjoys building relationships, staying organized, and helping clients feel cared for?
Established Investment Advisory & Estate Planning firm in Warner Robins is seeking a dependable, friendly Executive Assistant to support a Financial Professional and serve as a key point of contact for clients.
This is a long-term position in a professional but welcoming office environment where relationships matter.
What You’ll Do
You’ll be the steady, organized presence that helps both the advisor and clients feel supported.
- Greet and assist clients in person and by phone
- Schedule and confirm appointments
- Maintain client files and CRM system
- Process new account paperwork
- Communicate clearly and kindly with clients
- Assist with educational workshops and client events
- Support light social media and marketing efforts
- Keep daily office operations running smoothly
Who We’re Looking For
Someone who:
- Has 4+ years of administrative or professional office experience
- Communicates clearly and professionally
- Enjoys talking with clients and building rapport
- Is organized and detail-oriented
- Is comfortable using Microsoft Office and office technology
- Can multitask while maintaining accuracy
- Learns quickly and takes initiative
Experience in financial services is a plus — but a strong service mindset matters most.
What We Offer
- $19–$21 per hour (based on experience)
- Retirement plan
- Paid holidays and sick leave
- Flexible working hours
- Growth opportunities
- Stable, respectful, relationship-driven workplace
Why This Role Is Different
Our clients trust us with important life decisions. The right person for this role understands that every phone call and every detail matters.
If you enjoy being the person people rely on — and you take pride in keeping things organized and welcoming — we’d love to hear from you.
Apply today to start a meaningful role in a growing, client-focused firm.
If you enjoy being the person people rely on — and you take pride in keeping things organized and welcoming — we’d love to hear from you.
Apply today to start a meaningful role in a growing, client-focused firm.
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