Job Summary
Our client is seeking an Executive Assistant to serve as a liaison between a Wealth Management Advisor and the internal team, ensuring smooth day-to-day operations and a seamless client experience. This position reports directly to the Director of Client Experience and works closely with the Wealth Management team to deliver high-quality service.
Primary Responsibilities
- Act as the primary point of contact for the Wealth Management Advisor, managing emails, calendar, scheduling, and time coordination.
- Support case preparation and compile lead marketing lists to prepare for client meetings.
- Ensure the Wealth Management Advisor stays organized and accountable, contributing to an excellent client experience.
- Delegate tasks as needed based on client communications via email and phone.
Qualifications and Skills
- Associate degree or equivalent work experience required.
- Two or more years of experience in customer service or finance preferred.
- Proficiency in Microsoft Office programs.
- Strong written and verbal communication skills.
- Highly organized and responsive to team needs.
- Strong emotional intelligence and understanding of team goals and values.
- Positive attitude with a proactive approach to problem-solving.
Compensation: $60,000 plus benefits