Executive Assistant (Part-Time)

Job Title:

Executive Assistant Location:

Newburgh (Hybrid - Occasional in office)

Salary:

$23 to $25 hourly, depending on experience

Schedule:

Monday through Friday | 4 hours a day (mornings Preferable) Seeking a highly organized Executive Assistant to support a Financial Advisor with daily operations, client communication, and account administration. This role is ideal for someone who thrives in a detail-driven environment and enjoys working directly with clients while maintaining efficient internal processes.

Responsibilities:

Serve as primary point of contact for client communications, schedule meetings, and prepare client materials Maintain accurate client records, process account paperwork, and track pending requests through completion Support CRM management, workflow tracking, and coordination with financial institutions Ensure compliance with documentation standards while assisting with general administrative and office support tasks

Qualifications:

Associate or Bachelor's degree preferred with 2+ years of administrative experience (financial services experience a plus) Strong organizational, time-management, and multitasking abilities in a fast-paced environment Excellent written and verbal communication skills with a strong customer service mindset Proficiency in Microsoft Office (Excel, Word, Outlook) required; experience with CRM systems and financial platforms preferred