Executive Assistant to Financial Advisor

Executive Assistant to Financial Advisor at Albert Financial, Wealth Management and Insurance Services Executive Assistant to Financial Advisor at Albert Financial, Wealth Management and Insurance Services in Elk Grove, California Posted in 1 day ago.

Type:

full-time

Job Description:

Executive Assistant to Financial Advisor In-person | Sacramento, CA | $30/hr |

Full-Time Quick Take :

Albert Financial is seeking a high-caliber Executive Assistant to serve as a trusted partner to a financial advisor in a growing private practice. This is a full-time, in-office role with a 90-day training period, designed for someone who takes pride in operating at a high level and wants to grow into a key role within the business.

Why It Matters :

This role sits at the center of the practice. You will help ensure clients receive a seamless, high-touch experience, while enabling the advisor to stay focused on high-value work. Your ability to stay organized, anticipate needs, and follow through will directly impact both the client experience and the growth of the firm.

The Role:

You will act as the right hand to the advisor, bringing structure, consistency, and polish to daily operations: Manage calendar, scheduling, and meeting logistics Oversee client onboarding, and ongoing communication Maintain CRM accuracy and operational organization Track priorities, deadlines, and open items Support client outreach and relationship management

Who You Are:

1-5+ years supporting an executive, founder, or high-performing professional Exceptionally organized with strong attention to detail Proactive, you anticipate needs and handle them without prompting Polished communicator (written, phone, and text) Comfortable with technology and systems (CRM, AI, scheduling tools, Microsoft Office) Professional, reliable, and client-focused Financial services experience is a plus

Growth:

This role is designed to evolve into a long-term position with increased compensation and ownership over operations and client management. Compensation $30/hour Full-time, in-person (Sacramento) First 90 days serve as a structured training and onboarding period

Final Note :

This is not a task-based administrative role. It's an opportunity for someone who wants to become a trusted operator behind a growing practice and take pride in executing at a high level every day.

Benefits :

401(k) 401(k) matching Dental insurance Health insurance Paid time off Professional development assistance Vision insurance

Experience :

Executive administrative support: 1 year (Preferred) Ability to

Commute :

Sacramento, CA 95815 (Required)

Work Location:

In person