Find & Apply For Executive Assistant Jobs in Doylestown, Pennsylvania

Full-Time or Part-Time into Full Time | In-Person | Doylestown, PA Bronwealth Financial & Tax is seeking a highly organized, professional, and motivated Executive Assistant / Client Service Associate to join our growing financial planning practice. This is a full-time, in-person position designed for someone who enjoys working with clients, managing details, and helping a fast-growing financial advisory firm operate efficiently. The position will work closely with the firm's advisor and Client Relationship Manager and will play an important role in delivering an excellent client experience.

Compensation:

$18 - $25 per hour depending on experience Series 7 licensed with experience client service associate - negotiable Revenue share bonus opportunities Healthcare Group plan Responsibilities Manage advisor calendars, scheduling, and meeting coordination Prepare for client meetings and ensure follow-up items are completed Assist with new client onboarding and account-opening paperwork Process account maintenance requests, distributions, transfers, and other client service requests Communicate with clients regarding paperwork, appointments, outstanding documents, and service needs Maintain accurate client information within the firm's CRM Coordinate with custodians, investment companies, CPAs, attorneys, and other outside professionals Track outstanding tasks and help ensure deadlines are met Answer phones and assist with general office administration Help maintain organized digital client files and records Support client events, seminars, and other firm initiatives Provide administrative support to the firm's advisor and Client Relationship Manager What We're Looking For The ideal candidate is: Extremely organized and detail-oriented Professional and comfortable communicating with clients Able to manage multiple priorities and follow tasks through to completion Proactive and willing to identify problems before they become problems Comfortable working in a fast-paced, growing business Reliable and accountable Strong with technology and able to learn new software quickly Interested in becoming an important long-term member of the firm Experience in financial services, wealth management, banking, insurance, accounting, or another professional services environment is preferred but not required. Qualifications Strong written and verbal communication skills Excellent organizational and time-management skills Strong attention to detail Comfortable using Microsoft Office and learning new technology Ability to handle confidential client information professionally Previous administrative, executive assistant, or client-service experience preferred Financial-services experience is a plus

Considerations:

4-panel drug test required Background check required Finger prints required

Pay:

$18.00 - $25.00 per hour Expected hours: No more than 40.0 per week

Benefits:

Health insurance Paid time off Professional development assistance

Work Location:

In person