Executive Assistant to Financial Advisor

• small firm Bison Wealth
• Eagle office Eagle, ID Job Details Full-time $40,000
• $70,000 a year 12 hours ago Benefits Health savings account Paid time off Flexible schedule Qualifications Computer operation Microsoft Excel Direct client contact Client file management Executive administrative support Attention to detail Calendar management Typing Appointment scheduling Marketing Full Job Description Job Summary

IF YOU HAVE AT LEAST 10 YEARS OFFICE EXPERIENCE AND RELATABLE SKILLS

for a small boutique office working one on one with our Advisor, we are seeking a highly organized and detail-oriented individual . The ideal candidate will possess strong office management skills, excellent computer literacy, and the ability to handle multiple tasks efficiently. This role involves providing friendly communication to clients, staff members and corporate personnel. Responsibilities Able to communicate in a friendly, professional manner to both clients/team members/financial institutions/back-office partners by phone, email and in person. Computer skills

• Microsoft Office, Wealthbox, Word, Excel and company specific software.

Must be proficient in accuracy and follow up for tasks assigned. Maintain organized filing systems both electronically and physically Work with the Advisor on specific tasks that need his assistance. Flexible, friendly, creative and able to work with very little supervision. Demonstrates professionalism in handling confidential information with discretion

Pay:

$40,000.00

• $70,000.

00 per year

Benefits:

Flexible schedule Health savings account Paid time off

Work Location:

In person