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CF
Confidential Financial Services
Executive Assistant to Financial Advisor
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Based on Texas data
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What they do
An Executive Assistant provides skilled administrative support for a company executive or professional staff at an organization. Schedules meetings, calls and travel, manages correspondence, handles outside information requests and staff communications; may assist with preparing presentations.
$63,608 / year median in Texas
+1% projected growth
Job Description
Executive Assistant to Financial Advisor Confidential Financial Services Grapevine, TX Job Details Full-time $50,000 - $70,000 a year 2 hours ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Flexible schedule Retirement plan Qualifications Customer communication Financial services customer support Customer relationship building Bachelor's degree Financial product expertise Customer relationship management Investment account customer support Financial services Productivity software Financial markets knowledge Full Job Description Executive Assistant to Financial Advisor Confidential Financial Services - Grapevine, TX Money Management firm located in Grapevine, TX has immediate opening for full or part-time top-notch executive assistant. This is an exciting opportunity for the individual who has great customer service and organizational skills and enjoys working in a small office environment. This individual will support a successful producer, handling daily administrative duties and interacting with clients and staff. Primary responsibilities include maintaining helping develop prospects relationships, providing account and market information to clients, performing service transactions for clients and maintaining files and preparing correspondence and documents for both advisor and clients. This individual will also be responsible for coordinating with operations staff through research and resolve client inquiries.
Job Requirements:
- At least two years of front facing client relationship management
- At least two years of
FINANCIAL SERVICES
experience. LPL Financial experience preferred- Series 7 and 63 Preferred
- Excellent PC skills, including Microsoft Word, Excel, PowerPoint
- Knowledge of investment securities, insurance, trusts, bank products, and/ or financial planning
- Ability to interact effectively with co-workers, clients, and management
- Strong analytical skills
- Ability to be extremely detailed oriented and highly organized
- Excellent oral and written communication skills
- FINRA compliance experience helpful