Executive Assistant

We're looking for a dependable, detail-oriented Assistant to support a Financial Advisor with day-to-day operations and client service. This role is perfect for someone who is highly organized, communicates professionally, and is comfortable managing spreadsheets, calls, and follow-ups. In this position, you'll play a key role in keeping everything running smoothly by coordinating information, staying in touch with companies for updates, and ensuring clients are well-informed and prepared for upcoming appointments. Your ability to stay on top of details and maintain clear communication will directly contribute to an efficient and positive client experience.

Compensation:

$65,000 yearly

Responsibilities:

Maintain and organize spreadsheets to track client information, applications, and follow-ups, ensuring all records stay accurate and up to date Communicate with insurance and financial service companies to gather updates on applications, policies, and processing status Send timely appointment confirmations and reminders via phone, text, and email to keep clients informed and prepared Monitor and track pending cases, updating internal systems to reflect the latest status and next steps Assist with scheduling appointments and managing the advisor's calendar to optimize time and efficiency Document detailed notes from company calls and client interactions for clear record-keeping and follow-through Provide general administrative support to maintain a well-organized, efficient, and professional workflow

Qualifications:

Confident and professional on the phone when speaking with clients and company representatives Comfortable using spreadsheets such as Excel or Google Sheets for tracking and organization Detail-oriented with a high level of accuracy in managing information and follow-ups Dependable, proactive, and able to work independently while maintaining a high standard of professionalism Strong organizational and communication skills, with the ability to stay on top of multiple priorities About Company Elite One Capital is a company dedicated to helping individuals and families make informed decisions about their financial future. With over 75 years of combined business and advising experience in the marketplace, our team brings a deep understanding of financial strategies, client service, and long-term planning. At Elite One Capital, we believe strong training and mentorship are key to success, and we are committed to developing our team through hands-on guidance and continuous learning. Integrity is at the core of everything we do, and we pride ourselves on always doing what is right for clients. At the same time, we value building a positive culture where hard work, collaboration, and having fun in the workplace go hand in hand.