Executive Administrative Assistant

Job Title:

Executive Administrative Assistant Position Summary We are seeking a highly organized, detail-oriented Administrative Assistant to support the owner of the firm and provide exceptional client service. This role serves as a key point of contact for clients and plays a critical role in maintaining efficient office operations, managing client communications, and ensuring all administrative and service workflows are executed accurately and on time. Key Responsibilities Client Service & Relationship Support Serve as the first point of contact for client inquiries via phone and email, delivering a professional and personable experience Maintain accurate records of all client interactions, service requests, and follow-ups within CRM systems Coordinate and schedule client meetings, including confirmations and reminders Document meeting notes and ensure timely execution of follow-up actions Support client onboarding, account maintenance, and service-related requests Executive & Calendar Management Manage the owner's calendar, including scheduling, prioritization, and coordination of meetings Provide day-to-day administrative support to ensure alignment on client priorities and business needs Administrative Operations Manage incoming and outgoing mail, deliveries, and front desk responsibilities Maintain shared inboxes, monitor communications, and route items appropriately Coordinate office operations, including supplies, vendor services, and facility needs Process invoices and maintain accurate records for internal tracking Monitor internal systems and alerts to ensure timely resolution of outstanding items Support compliance processes by maintaining accurate documentation and records Ensure adherence to firm procedures and regulatory requirements Assist with internal financial administrative tasks, including invoice processing and recordkeeping Take meeting notes and prepare internal summaries Support special projects and ad hoc requests from leadership Participate in training and development to maintain knowledge of systems and procedures Qualifications 3+ years of administrative or executive assistant experience (financial services experience preferred) Strong organizational skills and attention to detail Excellent written and verbal communication skills Ability to manage multiple priorities and meet deadlines Proficiency with Microsoft Office systems Professional demeanor and strong client service orientation Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member

FINRA/SIPC.

Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and Calle Financial Network, LLC are not affiliated.

Pay:

$20.00 - $25.00 per hour

Benefits:

Retirement plan

Experience:

client service: 1 year (Preferred) Ability to

Commute:

Newtown, PA 18940 (Required)

Work Location:

In person