... the EA team Experience Required: * Bachelor's degree preferred * At least 3 years' experience at working in an administrative or customer service position. * Experience in financial services ...
... the EA team Experience Required: * Bachelor's degree preferred * At least 3 years' experience at working in an administrative or customer service position. * Experience in financial services ...
... the EA team Experience Required * Bachelor's degree preferred * At least 3 years' experience at working in an administrative or customer service position. * Experience in financial services ...
... the EA team Experience Required * Bachelor's degree preferred * At least 3 years' experience at working in an administrative or customer service position. * Experience in financial services ...
... the EA team Experience Required: * Bachelor's degree preferred * At least 3 years' experience at working in an administrative or customer service position. * Experience in financial services ...
... the EA team Experience Required: * Bachelor's degree preferred * At least 3 years' experience at working in an administrative or customer service position. * Experience in financial services ...
Bachelor's degree (preferably in Accounting, Finance or Business Administration) * Experience ... EA_ExpHire,EA_RBP_ExpHire Qualifications: Join Deloitte's Risk & Brand Protection organization as a ...
Bachelor's degree (preferably in Accounting, Finance or Business Administration) * Experience ... EA_ExpHire,EA_RBP_ExpHire Qualifications: Join Deloitte's Risk & Brand Protection organization as a ...
Senior Surety Underwriter, Small to Mid Commercial
Raleigh, NC ยท Hybrid
$95K - $113K/yr
You will also use your business and financial acumen to perform primary credit underwriting and financial/risk analysis, provide recommendations, and make decisions on new and existing accounts. This ...
Senior Surety Underwriter, Small to Mid Commercial
Raleigh, NC ยท Hybrid
$95K - $113K/yr
You will also use your business and financial acumen to perform primary credit underwriting and financial/risk analysis, provide recommendations, and make decisions on new and existing accounts. This ...
Tax Manager
Wake Forest, NC ยท On-site +1
$110K - $140K/yr
Collaboration between accounting and tax teams to help ensure accurate, tax-ready financials and ... Minimum 7 years of recent public accounting experience * CPA or Enrolled Agent (EA) designation
Quick apply
Tax Manager
Wake Forest, NC ยท On-site +1
$110K - $140K/yr
Collaboration between accounting and tax teams to help ensure accurate, tax-ready financials and ... Minimum 7 years of recent public accounting experience * CPA or Enrolled Agent (EA) designation
Tax Manager CPA Raleigh, NC
Raleigh, NC ยท On-site +1
$125K - $175K/yr
... O counterparts to deliver holistic client solutions โ Manage and grow client relationships ... EA is not necessary, but one must be able to obtain rapidly * 2+ years of progressive tax ...
Quick apply
Tax Manager CPA Raleigh, NC
Raleigh, NC ยท On-site +1
$125K - $175K/yr
... O counterparts to deliver holistic client solutions โ Manage and grow client relationships ... EA is not necessary, but one must be able to obtain rapidly * 2+ years of progressive tax ...
Tax & Advisory Manager (Remote)
Raleigh, NC ยท Remote
$120K - $140K/yr
Sign tax returns and financial statements in accordance with firm standards and professional regulations Must-Haves as the Tax & Advisory Manager: * CPA license required; Enrolled Agent (EA ...
Quick apply
Tax & Advisory Manager (Remote)
Raleigh, NC ยท Remote
$120K - $140K/yr
Sign tax returns and financial statements in accordance with firm standards and professional regulations Must-Haves as the Tax & Advisory Manager: * CPA license required; Enrolled Agent (EA ...
Tax & Advisory Manager
Raleigh, NC ยท On-site +1
$120K - $140K/yr
Sign tax returns and financial statements in accordance with firm standards and professional regulations Must-Haves as the Tax & Advisory Manager: * CPA license required; Enrolled Agent (EA ...
Tax & Advisory Manager
Raleigh, NC ยท On-site +1
$120K - $140K/yr
Sign tax returns and financial statements in accordance with firm standards and professional regulations Must-Haves as the Tax & Advisory Manager: * CPA license required; Enrolled Agent (EA ...
Tax & Advisory Manager
Raleigh, NC ยท Hybrid
$120K - $140K/yr
Sign tax returns and financial statements in accordance with firm standards and professional regulations Must-Haves as the Tax & Advisory Manager: * CPA license required; Enrolled Agent (EA ...
Tax & Advisory Manager
Raleigh, NC ยท Hybrid
$120K - $140K/yr
Sign tax returns and financial statements in accordance with firm standards and professional regulations Must-Haves as the Tax & Advisory Manager: * CPA license required; Enrolled Agent (EA ...
Collaborates with IT, Finance, Talent, and other departments to align legal operations with broader ... EA_OGC_ExpHire Qualifications: This position involves overseeing a variety of legal administrative ...
Collaborates with IT, Finance, Talent, and other departments to align legal operations with broader ... EA_OGC_ExpHire Qualifications: This position involves overseeing a variety of legal administrative ...
Field CTO
Raleigh, NC ยท On-site
Deep experience in Enterprise Modernization , EA Methodologies , and a robust understanding of ... Experience across at least two domains (e.g., Finance, Supply Chain) and two industries (e.g ...
Field CTO
Raleigh, NC ยท On-site
Deep experience in Enterprise Modernization , EA Methodologies , and a robust understanding of ... Experience across at least two domains (e.g., Finance, Supply Chain) and two industries (e.g ...
Tax Supervisor
Raleigh, NC ยท On-site
$107K - $141K/yr
A fully licensed Certified Public Accountant (CPA) or fully licensed Enrolled Agent (EA) is ... At Frost PLLC, we provide our clients with the personalized financial advice and services they need ...
Quick apply
Tax Supervisor
Raleigh, NC ยท On-site
$107K - $141K/yr
A fully licensed Certified Public Accountant (CPA) or fully licensed Enrolled Agent (EA) is ... At Frost PLLC, we provide our clients with the personalized financial advice and services they need ...
Tax Supervisor
Raleigh, NC ยท On-site
A fully licensed Certified Public Accountant (CPA) or fully licensed Enrolled Agent (EA) is ... At Frost PLLC, we provide our clients with the personalized financial advice and services they need ...
Quick apply
Tax Supervisor
Raleigh, NC ยท On-site
A fully licensed Certified Public Accountant (CPA) or fully licensed Enrolled Agent (EA) is ... At Frost PLLC, we provide our clients with the personalized financial advice and services they need ...
... the financial and technical evaluation, design, permitting, and construction of energy projects ... Assessments (EA) and Environmental Impact Statements (EIS); * Task and project management ...
... the financial and technical evaluation, design, permitting, and construction of energy projects ... Assessments (EA) and Environmental Impact Statements (EIS); * Task and project management ...
Tax Supervisor
Raleigh, NC ยท On-site
$93K/yr
A fully licensed Certified Public Accountant (CPA) or fully licensed Enrolled Agent (EA) is ... At Frost PLLC, we provide our clients with the personalized financial advice and services they need ...
Tax Supervisor
Raleigh, NC ยท On-site
$93K/yr
A fully licensed Certified Public Accountant (CPA) or fully licensed Enrolled Agent (EA) is ... At Frost PLLC, we provide our clients with the personalized financial advice and services they need ...
... the financial and technical evaluation, design, permitting, and construction of energy projects ... Assessments (EA) and Environmental Impact Statements (EIS); * Task and project management ...
... the financial and technical evaluation, design, permitting, and construction of energy projects ... Assessments (EA) and Environmental Impact Statements (EIS); * Task and project management ...
Tax Supervisor
$107K - $141K/yr
A fully licensed Certified Public Accountant (CPA) or fully licensed Enrolled Agent (EA) is ... At Frost PLLC, we provide our clients with the personalized financial advice and services they need ...
Tax Supervisor
$107K - $141K/yr
A fully licensed Certified Public Accountant (CPA) or fully licensed Enrolled Agent (EA) is ... At Frost PLLC, we provide our clients with the personalized financial advice and services they need ...
EA credential may be considered in lieu of CPA for certain roles. * Minimum of 6-8 years of ... Financial assistance for advanced education and professional designations * Opportunity to give ...
EA credential may be considered in lieu of CPA for certain roles. * Minimum of 6-8 years of ... Financial assistance for advanced education and professional designations * Opportunity to give ...
Data Entry Team Lead
Raleigh, NC ยท On-site
$18.95 - $28.91/hr
Monitoring EA/PA Data Entry Team requests and training/supporting them * Acquisition data handling ... of financial protection. Pay Range: $18.95 - $28.91 About Cherry Bekaert Cherry Bekaert, ranked ...
Data Entry Team Lead
Raleigh, NC ยท On-site
$18.95 - $28.91/hr
Monitoring EA/PA Data Entry Team requests and training/supporting them * Acquisition data handling ... of financial protection. Pay Range: $18.95 - $28.91 About Cherry Bekaert Cherry Bekaert, ranked ...
Ea Financial information
See Raleigh, NC salary details
$10.28 - $12.89
1% of jobs
$12.89 - $15.51
8% of jobs
$17.50 is the 25th percentile. Wages below this are outliers.
$15.51 - $18.12
22% of jobs
The median wage is $20.32 / hr.
$18.12 - $20.73
24% of jobs
$20.73 - $23.35
16% of jobs
$24.38 is the 75th percentile. Wages above this are outliers.
$23.35 - $25.96
13% of jobs
$25.96 - $28.57
10% of jobs
$28.57 - $31.18
5% of jobs
$31.18 - $33.80
2% of jobs
$33.80 - $36.41
0% of jobs
$36.41 - $39.02
0% of jobs
$10
$22
$39
How much do ea financial jobs pay per hour?
What are the key skills and qualifications needed to thrive as an Executive Assistant in a financial setting, and why are they important?
How does an EA Financial professional typically collaborate with executives and finance teams to support organizational goals?
What is the difference between Ea Financial vs Financial Advisor?
| Aspect | Ea Financial | Financial Advisor |
|---|---|---|
| Credentials | May require specific certifications like Series 7, Series 66, or CFP depending on services offered | Typically requires CFP, Series 7, Series 66, or similar certifications |
| Work Environment | Often works within financial firms, banks, or as independent consultants | Works in banks, financial planning firms, or independently with clients |
| Industry Usage | Commonly used in financial services, investment firms, and banking | Widely used across financial planning, investment advising, and wealth management |
Both Ea Financial and Financial Advisor roles involve financial planning and investment advice, often requiring similar certifications. However, Ea Financial may focus more on specific financial products or services within certain firms, while Financial Advisors typically provide comprehensive financial planning to individual clients. The roles overlap significantly, but the context and scope can differ based on employer and specialization.
What are EA Financial professionals?

Other
Posted 9 days ago
Job description
Oliver Wyman
Description:
About Oliver Wyman
Oliver Wyman is a global leader in management consulting. With offices in 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. Over 7,000 professionals help clients optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman's thought leadership is evident in our agenda-setting books, white papers, research reports, and articles in the business press. Our clients are the CEOs and executive teams of the top Global 1,000 companies.
Visit our website for more details about Oliver Wyman: www.oliverwyman.com
Job Overview:
Oliver Wyman is seeking an organized and enthusiastic Executive Assistant to support a mix of Partners and Principals.
This position will be based out of the Raleigh, North Carolina office and work remotely though periodically being required to go into the office for meetings, trainings and other community-building activities as needed.
Key Responsibilities:
Business Development
- Build relationships with clients and client EAs
- Understand the business goals and objectives of each supported Partner and help to push them forward proactively
- Maintain and update current list of contacts and business activities in CRM database
- Track and maintain sales activity/pipeline with each Partner
- Proactively spot clients that haven't been called upon and/or who need follow up
- Execute requested follow-up calls for client mailings
- Assist the Marketing Department with the co-ordination of customized mailings
- Prepare letters, proposals and other documents using Oliver Wyman formatting styles
- Maintain diaries for Partners, scheduling internal and external meetings, communicating with clients and infrastructure staff as appropriate
- Proactively spot opportunities to add internal and external meetings; interviews, staff meetings, follow up
- Assist with scheduling for complex projects as requested by the Partner and/or project team
- Coordinate travel and accommodation, book cars, rail tickets, etc.
- Develop understanding of Partner scheduling and travel preferences
- Coordinate travel efficiently by grouping client meetings where possible ("you're in Paris to see XYZ Company, shall I try to set up a meeting with X Company because we haven't spoken to them for three months")
- Work with HC to obtain work permits and visas
- Manage documents and project deliverables when requested
- Notify staffing and Practice EAs of extensions/re-negotiations
- Manage storage or disposal of confidential client information
- Act as central point of contact for all assigned Partner administrative needs, liaise with other support departments as necessary
- Prepare weekly timesheets for each assigned Partner
- Prepare all expense reports and/or delegate to a team assistant when necessary
- Provide coverage for EAs who are out of the office to ensure seamless support to Partners
- Provide short-term coverage for Partners who may be in the midst of an EA assignment transition or who are new to the Firm
- Provide training and support to new EAs
- Participate in team meetings and projects with an eye to improving processes and the overall performance of the EA team
- Bachelor's degree preferred
- At least 3 years' experience at working in an administrative or customer service position.
- Experience in financial services, management consultancy and/or a professional services environment a plus
- Excellent Word, PowerPoint and Excel skills
- Expert knowledge of Outlook
- Knowledge of Salesforce a plus, but not necessary
- Problem solver - able to work with other teams and staff members effectively to reach a viable solution and goal
- Strong service focus - dedicated to meeting the expectations of all staff through securing effective relationships with clients and executing deliverables to the highest standards.
- Excellent communicator and negotiator - able to deal effectively with people at all levels across a multicultural environment
- Maturity, poise and judgment
- Ability to maintain and respect confidentiality
- Ability to think strategically and contribute to development of departmental model
- One who takes constructive feedback in stride and incorporates feedback quickly
- Ability to manage a heavy work volume and meet deadlines in an extremely fast paced environment
- Ability to undertake projects and produce quality and timely results
- Self-starter, strong initiative, confidence and ability to work with little guidance
- Collaborative team player
- Positive attitude, sense of fun: is collegial and friendly
- Ability to juggle several tasks at once, to prioritize and manage own time - Not a clock watcher or someone who is unwilling to step outside their job description
- Methodical, organized and excellent attention to detail
- Flexible attitude; embraces change, hard-working, cost conscious and results driven.
Oliver Wyman is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow us on LinkedIn and X.
Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@marsh.com.
Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.