Executive Assistant Elite One Capital Sacramento, CA Job Details $85,000 a year 22 hours ago Qualifications Customer communication Customer inquiry handling Full Job Description Join us at Elite One Capital, where your attention to detail and organizational skills will shine as our Executive Assistant. You'll be the cornerstone in supporting our advisor, ensuring they remain organized and efficient, while fostering a seamless client experience. Your role is pivotal in managing client communications, coordinating schedules, and tracking necessary details, allowing our advisor to focus on strategic initiatives. This isn't just about administrative tasks; it's about becoming a trusted partner who helps streamline operations and enhances client satisfaction. We value a professional who thrives in a dynamic environment and excels in clear communication. You'll be in constant contact with insurance and financial service companies, ensuring clients receive timely updates and are prepared for appointments. This position offers the chance to grow professionally within a company that emphasizes training and mentorship. If you're ready to make a meaningful impact and grow with us, we'd love to hear from you.

Compensation:

$85,000 yearly

Responsibilities:

Manage and coordinate the advisor's calendar to ensure seamless scheduling of meetings and appointments. Serve as the primary point of contact for clients, ensuring timely and professional communication. Prepare and organize documents and materials needed for client meetings and presentations. Track and follow up on client inquiries, ensuring all questions are addressed promptly. Coordinate with insurance and financial service companies to gather necessary updates and information. Maintain and update client records and databases, ensuring accuracy and confidentiality. Assist in the preparation of reports and summaries for the advisor's review and decision-making processes.

Qualifications:

Experience in managing calendars and scheduling appointments efficiently. Ability to maintain and organize detailed spreadsheets for tracking client information and follow-ups. Proven track record of clear and professional communication with clients and service providers. Strong organizational skills to ensure accurate and up-to-date record-keeping. Ability to handle multiple tasks and prioritize effectively in a fast-paced environment. Experience in providing administrative support to maintain a professional workflow. Familiarity with insurance and financial service processes is a plus. 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.