Wealth Logic

Financial advisor seeking fulltime Executive Assistant to aid in the operations of a financial services practice.

Responsibilities:

·        Facilitate meeting reservations and reminders

·        Prepare client case notes

·        Email meeting recaps

·        Coordinate detailed filing systems and maintain client records and database

·        Manage day-to-day calendar

·        Schedule meetings

·        Monitor daily email

·        General copying and filing

·        Assist with pre-meeting packets, reports, forms, etc.

·        Facilitate and monitor correspondence

·        Delegate customer service for Advisor’s clients

·        Coordinate holiday gifts and cards

·        Tracking and monitoring new business and account/policy services

·        Maintain a neat and orderly workspace

·        Cross coordination of business and personal calendar

·        Many miscellaneous tasks

Qualifications:

• Compliance with all operating policies and procedures
• Previous experience with Microsoft Office Suite to specifically include Outlook, Excel, Power Point, ACT
• Strong interpersonal skills, commitment to a collegial work style and mutual accountability
• Experience with CRM software preferred
• Superior attention to detail and top tier organizational skills
• Understanding and commitment to a business professional workplace environment
• Self-motivation and adaptable
• Ability to manage time to accommodate priorities of fast-paced Advisor
• Some college, 4-year degree preferred
• Excellent communication skills, strong written and verbal
• Positive attitude, enthusiasm and outgoing
• Must be a critical thinker and problem solver
• Sense of humor

Boutique financial planning firm that values client and employee relationships as our top priority.

Core Values:

-Relationships
-Trust
-Integrity
-Discipline
-Time