Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.
They are adding an Executive Assistant to support the firm. To start, this role will work 25 hours per week.
Responsibilities
Anticipate the needs of the leader to allow for a seamless flow during the day
Outreach via phone to existing and potential clients
Manage Outlook Calendar and make changes as necessary
Email follow-ups with prospects & existing clients as needed
Manage CRM (Microsoft Dynamics); Detailed notes from each call and meeting
Manage the flow of communication between the leader and team members using technology (Phone, Slack, CRM and Email)
Read, monitor, and delegate the leader's email inbox
Draft, review and send communications on behalf of company leader
Set meetings with potential new clients, and proactive communication with clients throughout all stages of the sales cycle
Organize and maintain client and business files
Conduct oneself with an elevated level of professionalism among team members and clientele
Research new client prospects and prospecting opportunities
Complete administrative tasks as identified to leverage leader’s time
Qualifications
Experience in an administrative capacity; Experience in the financial planning field is desired
Excellent written and verbal communication skills
Extensive Outlook Calendar Management skills
Excellent problem-solving skills
Extremely high attention to detail
Proven organizational and time management skills and ability to multitask, set priorities, and meet deadlines
Understanding of the dynamic of an interdependent team
Ability to self-manage
IT literacy including intermediate skills in Excel, Word for Windows, and Microsoft PowerPoint
Ability to maintain confidentiality
Desire to support others and a thorough understanding of the need for team work
Compensation: $20-30/hour depending on experience
Seniority level
Not Applicable
Employment type
Part-time
Job function
Administrative
Industries
Staffing and Recruiting and Financial Services
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