Benefits for the Financial Executive Assistant:

• Potential benefits package (Health Benefits & Retirement Plan)
• Competitive base salary (Negotiable based on experience w/growth potential)
• Quarterly bonuses based on individual/firm performance
• Year-end retention bonus awarded
• Potential for commission incentives (if and when licensed)
• Paid time off - vacation time and holidays
• Growth/advancement opportunities within firm
• Training & coaching provided

Qualifications for the Financial Executive Assistant:

• At least 1-2 years of financial/investment assistant experience is preferred
• Proficient in Google Workspace and experience Microsoft Office
• Strong critical thinking and organizational skills
• Strong attention to detail and efficient time- management skills
• Ability to work in a team-oriented environment and embody the company’s culture & mission
• Ability to provide excellent customer service to clients
• Must be self-motivated with a good work ethic, and demonstrate the discipline to work independently
• Good verbal and written communication and interpersonal skills

Responsibilities for the Financial Executive Assistant:

• Support the Advisor by preparing for meetings and processing client and business paperwork
• Function as the first point of contact for all new business, transfers, and client’s service-related requests
• Track and record all funds from client’s current accounts to new accounts
• Business support and tracking for all applications within the process
• Onboard clients into financial software
• Prepare documents for client meeting
• Prepare support materials and reports for advisor
• Build relationships with clients and participate in client and advisor meetings
• Ensure that data is accurately entered & managed within the company’s CRM(Redtail)
• Meet with Financial Advisor regularly to review appointments and cases
• Assist with the creation and implementation of workflows and procedures to improve efficiency and enhance the client experience

Preferred dress code

Business (business suit, tie)

What is a virtual interview?

Virtual interviews help employers connect with job seekers when they are not in the same physical location. Since hiring is a human process, employers would like to talk with you online (chat, video or phone) to see if you meet the requirements for the job.