Provide high-level executive support to the financial advisor, including managing calendars, scheduling appointments, and coordinating meetings
Serve as a primary point of contact for clients, handling inquiries and requests promptly and professionally
Prepare and organize client meetings, including gathering necessary documents, reports, and materials
Maintain client records and databases accurately and confidentially, ensuring all information is current and easily accessible
Prepare financial reports, presentations, and proposals for clients
Manage correspondence, communications, and follow-ups on behalf of the advisor
Anticipate the advisor's needs and proactively manage priorities to maximize efficiency
Collaborate with the advisor and other team members to ensure smooth workflow and efficient office operations
Oversee office supplies, equipment, and other administrative needs
Support compliance efforts by maintaining accurate, well-organized documentation in line with industry regulations
Handle sensitive and confidential information with the utmost discretion Required Qualifications
Previous experience as an Executive Assistant, Administrative Assistant, or similar role, preferably in financial services or a related industry
Strong organizational and time-management skills, with the ability to manage multiple priorities in a fast-paced environment
Excellent attention to detail and accuracy in data management and document preparation
Proficient computer skills, including MS Office (Word, Excel, PowerPoint) and familiarity with financial software and tools
Exceptional verbal and written communication skills, with a professional and polished demeanor
A proactive, self-motivated attitude, with the ability to exercise sound judgment and work independently
Discretion and unwavering respect for client confidentiality
Must be able to pass a credit/background check, including fingerprinting Preferred Qualifications
Knowledge of or interest in finance, investments, and the financial industry
Experience supporting a senior executive, advisor, or business owner
Experience with CRM or financial planning software
Associate's or Bachelor's degree in Business, Finance, or a related field
Notary certification, or willingness to obtain one Work Hours
Full-time, in-office position
Standard business hours, Monday-Friday (specific hours to be confirmed)

Pay:

$20.00 - $25.00 per hour

Benefits:

Retirement plan

Work Location:

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Executive Assistant to Professional Financial Advisor