Executive Administrative Assistant

Job Description

We are seeking a highly organized and detail-oriented individual to join our team as an Executive Administrative Assistant. In this role, you will provide comprehensive administrative support to our executive team and contribute to the smooth operation of our organization. The ideal candidate will have excellent communication skills, strong attention to detail, and the ability to handle multiple tasks simultaneously.

Responsibilities:

Answer phones and greet clients in a friendly, positive, and warm manner. Be the first point of contact for prospects and clients

Establish new & existing securities accounts, application completion - Securities, Annuities & Insurance.

Communicate with clients & financial intuitions to follow up on money transfers Work collaboratively with staff on asset movements, client service requests and comprehensive record keeping.

Maintain office supplies and out-going correspondence

Assist clients with issues and concerns

Set appointments with clients and assist Advisor with calendar management Pre-appointment preparation including compiling account summaries

Maintain office filing system, both paper and electronic

Record notes from client conversations

Assist with various marketing objectives

Other industry-specific tasks as needed

Support Advisory teams with financial plan preparation and client reviews Handle confidential information with discretion

Provide general administrative support as needed

Requirements:

Proven experience as an administrative assistant or similar role in the financial industry

Proficient in Microsoft Office Suite (Outlook Calendar, Word, Excel, PowerPoint) -Current or past Series 6 or Series 7 a plus

CRM experience preferred

Strong organizational skills with the ability to prioritize tasks effectively

Excellent written and verbal communication skills

Attention to detail and accuracy in all work performed

Ability to work independently with minimal supervision

Exceptional customer service skills

Must be able to pass a background check

Job Type: Full-time

Pay: $20.50 - $24.69 per hour

Expected hours: 35 per week

Benefits:

Paid time off

Schedule:

Day shift

Monday to Friday

No weekends

Work Location: In person