ProRecruiters
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Position: Executive Assistant
Location: Tulsa, OK
Pay: $24/hour + Weekly Pay
Experience: 1+ years in financial services, investment operations, or administrative support.
Education: Associate’s or bachelor’s degree in administration, finance or a related field preferred.
Type: Full-time; Contract to Hire
Schedule: Monday–Friday, 8:00 AM to 5:00 PM
ProRecruiters is seeking an Executive Assistant to join a growing and dynamic team!
Job Description
Support financial advisors with daily administrative and operational tasks.
Manage advisor calendars and schedule client meetings.
Prepare client meeting materials and financial planning documents.
Track account requests and ensure timely completion.
Process paperwork for account openings, transfers, and distributions.
Maintain accurate and organized client records.
Update CRM systems and manage client data.
Research and resolve operational issues as they arise.
Position Requirements
Proficiency with Microsoft Office, including Outlook, Word, and Excel.
Experience using CRM systems for client and account management.
Strong organizational and time-management skills.
High attention to detail with the ability to manage confidential information with discretion.
Professional verbal and written communication skills.
ProRecruiters is part of Array Corporation , the leading technology-enabled workforce solutions company whose mission is to fix how work is bought, sold, and delivered to enable access to the American Dream.
We are proud to be an Equal Employment Opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Seniority level
Entry level
Employment type
Full-time
Job function
Administrative
Industries
Staffing and Recruiting
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