executive assistant.

Client Service Representative:

• Monitor and maintain Client Relationship Management (CRM) platform
• Communicate professionally, effectively, and timely with current and prospective clients, providers, partners, and others
• Call current and prospective clients for marketing, paperwork, general check-ins, etc.
• Prepare, send, and process client-facing paperwork with attention to detail, including follow-up to correct errors and verify execution.
• Track and troubleshoot incoming rollovers/transfers/exchanges; assist clients via conference calls with financial platforms.
• Perform account research as needed.
• Occasionally attend business events outside of normal work hours (with ample advance notice).
• Help coordinate seminars, marketing campaigns, and other business development efforts.

Executive Assistant:

• Manage the Advisor’s calendar, including scheduling and rescheduling appointments.
• Allow office access and greet visitors, ensuring they feel comfortable and welcome
• Submit, track, and update marketing compliance requests and approvals.
• Sort and handle received mail and packages on behalf of the Advisor.
• Prepare and mail outgoing correspondence, including client communications, greeting cards, checks, etc.
• Monitor and maintain sufficient inventory of all office supplies, including forms, folders, business cards, envelopes, pens, promotional items, printer ink, snacks/beverages, kitchen, and bathroom supplies.
• Arrange property maintenance and repairs.
• Communicate with IT support on behalf of the office and Advisor.
• Coordinate travel arrangements.

The ideal candidate has a sense of humor and loves to help people. This person will also have the following important qualifications:

• Possesses exceptional customer service skills, extreme professionalism, and unending patience.
• Is committed to strict confidentiality of all information and documents.
• Demonstrates strong written and verbal communication skills, including proper spelling, punctuation, and grammar.
• Is proficient in Microsoft Office (especially Outlook, Excel, and Word) and web applications.
• Exhibits excellent organizational skills and attention to detail.
• Can work independently, make sound decisions, multi-task, and prioritize competing tasks effectively.
• Holds a valid driver’s license, a working vehicle, and appropriate insurance (same-day travel required occasionally).