Executive Assistant

Executive Assistant (On-Site) Winston-Salem, NC Video Application Required with ApplicationAbout JT Stratford Wealth Management: JT Stratford Investment Advisors (JTS) has been serving clients since 1995, providing comprehensive Financial Planning, Tax Planning, and Wealth Management services to over 1000 clients nationwide. Our first priority is helping clients take care of themselves and their families through long-term relationships built on open and honest communication. Our firm was built around service, and the Executive Assistant role is essential to service we provide our clients.Position Overview: We are seeking a highly organized and proactive Executive Assistant to join our team. This role is critical in supporting the leadership of our organization by handling back-office and administrative tasks, ensuring completion of client requests, managing communication and scheduling on the team's behalf. The ideal candidate is detail-oriented, tech-savvy, prefers an in-office environment, and thrives in a professional setting.Key Responsibilities: • Calendar management for our team• Aid our team in preparing for meetings• Responding to emails and document requests on behalf of our team• Maintain and update CRM systems, ensuring accurate client notes, tasks, and schedules • Process and organize client account documentation • Handle client communications via phone and email, addressing client inquiries professionally and promptly, escalating issues when necessary• Support operations team with ongoing client projects, ensuring completion and delivery • Manage office supplies orders and deliveries and maintain an organized workspaceRequired Qualifications: • Bachelor's degree or equivalent experience• Proficiency in Microsoft Office (Excel, Word, Outlook) • Experience with CRM systems preferred• Excellent written and verbal communication abilities • Well-organized, detail-oriented, ability to multi-task with great follow-up skills• Professional demeanor and team-player mentality • Availability to work Monday through Friday, 8:00 AM to 5:00 PM on-site in Winston-SalemBenefits: • Competitive salary ($50k-$55k annually) • Potential for Bonus based on team member performance• Simple IRA retirement match • 2 Weeks Paid Time Off • 10 paid holidays Application Requirements: • Resume Video submission (required) minimum 3 minutes in length addressing:What you know about JT Stratford and our servicesWho you are and your professional backgroundWhy do you believe you would be an excellent fit for our team and company cultureVideo applications must be submitted here: ideal candidate will bring a positive outlook, demonstrate high integrity, and share our commitment to exceptional client service. Prior experience in financial services is a plus.JT Stratford is an equal opportunity employer.

Created: 2025-02-09