Executive Assistant

Get AI-powered advice on this job and more exclusive features. Executive Assistant Financial Advantage Associates, Inc. Are you an organized, proactive professional who thrives on supporting high-level leaders and ensuring everything runs smoothly behind the scenes? Our growing comprehensive wealth management firm is seeking an Executive Assistant to provide direct support to the one of our teams and play a pivotal role in the daily operations of our practice. This is more than a scheduling role. Its an opportunity to become the right hand to the team dedicated to helping families and professionals align their wealth with their values. What Youll Do Manage executive calendars, scheduling, and client meeting coordination. Prepare, edit, and organize applications for the account opening process. Act as the primary point of contact between the team and clients. Handle sensitive information with the highest level of discretion and confidentiality. Service client needs, such as address and beneficiary changes along with money movement needs. Assist with project management, event coordination, and administrative support for the wider team as needed. What Were Looking For Experience: 3+ years as an executive assistant, preferably in financial services, professional services, or a client-focused environment. Skills: Exceptional organizational skills, strong written and verbal communication, and proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint). CRM experience is a plus. Mindset: A proactive problem-solver who can think two steps ahead, manage multiple priorities, and thrives in a fast-paced environment. Character: Professional, trustworthy, and able to balance warmth with discretion when dealing with clients and confidential information. Why Join Us? Work closely with a high energy team who values both excellence and empathy in serving clients. Be part of a mission-driven firm helping individuals and families achieve financial peace of mind. Opportunities to grow within a supportive, collaborative team environment. Competitive compensation and benefits package. If youre energized by the idea of making a direct impact, supporting a visionary leader, and helping a team serve clients at the highest level, wed love to hear from you. Apply directly on LinkedIn or send your resume and a brief note on why this role excites you to Jason@finadvinc.com Seniority level

Seniority level

Mid-Senior level Employment type

Employment type

Full-time Job function

Job function

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