Executive Assistant Blue Diamond Wealth Management, Inc. Darien, IL Job Details Part-time 1 day ago Qualifications Customer communication Teamwork Microsoft Excel Microsoft Outlook Executive administrative support Attention to detail Office experience

Full Job Description Job Title:

Executive Assistant Location:

Darien, IL Employment Type:

Part-Time Permanent About Us We are a growing wealth management firm dedicated to delivering personalized financial planning and investment advisory services to individuals and families. Our team is committed to professionalism, discretion, and exceptional client service. Position Overview We are seeking a highly organized, professional, and client-focused Executive Assistant to serve as the first point of contact for our firm while providing high-level administrative support to senior leadership. This role is ideal for someone who thrives in a fast-paced, detail-oriented environment and values confidentiality and client relationships. Key Responsibilities Greet clients and visitors with professionalism and warmth Answer and direct incoming calls in a courteous and efficient manner Create a welcoming and professional office atmosphere Provide administrative support to Founder/President Schedule appointments, Portfolio reviews and manage advisor calendar Prepare meeting documentation, including materials and follow-ups Maintain client records and ensure data accuracy in CRM system (Wealthbox) Handle incoming/outgoing mail and deliveries Assist with onboarding new clients and processing paperwork Coordinate with vendors and service providers as needed Qualifications 2+ years of experience in administrative support, reception, or executive assistance (financial services experience preferred) Strong organizational and multitasking skills Excellent verbal and written communication skills High level of professionalism and discretion with sensitive information Working knowledge in Microsoft Office Outlook, Word and Excel Ability to prioritize tasks and meet deadlines What We Offer Competitive salary and benefits package Professional development opportunities Collaborative and supportive work environment Opportunity to grow within a respected financial firm

• Join our team as an Executive Assistant to play a vital role in creating an organized, efficient workplace where your skills can truly shine! How to Apply Please submit your resume and a brief cover letter outlining your experience and interest in the role. ________________________________________ We are an equal opportunity employer and value diversity at all levels of our organization.

Expected hours:

25.0 - 30.0 per week

Work Location:

In person