Executive Assistant
Full-time Raleigh, NC
About Our Client
Our client, a boutique wealth management firm, is seeking an Executive Assistant to support the Wealth Management Advisor/CEO, ensuring smooth day-to-day operations and a seamless client experience. This position reports directly to the CEO and works closely with clients to deliver high-quality service.
Key Responsibilities
- Act as the primary point of contact for the Wealth Management Advisor, managing emails, calendar, scheduling, and time coordination.
- Support case follow-up with client communication.
- Ensure the Wealth Management Advisor stays organized and accountable, contributing to an excellent client experience.
- Delegate tasks as needed based on client communications via email and phone.
- Coordinate client events a few times per year as needed.
- Manage ad hoc administrative projects.
Qualifications & Skills
- Minimum of 3 years of administrative or executive assistant experience; financial services industry experience preferred.
- Proficiency in Microsoft Office programs.
- Strong written and verbal communication skills.
- Highly organized and responsive to Advisor and client needs.
- Strong emotional intelligence and understanding of team goals and values.
- Positive attitude with a proactive approach to problem-solving.
Compensation & Benefits
- $60,000 - $75,000 (dependent on experience)
- Comprehensive benefits package