Executive Assistant

Job Duties/Description: Schedule and confirm client meetings for the financial advisor Manage and update the advisor's calendar to ensure efficient workflowFollow up with clients regarding appointments, required documents, and inquiriesPlan, organize, and manage financial seminars and webinarsHandle event logistics, including venue booking, attendee registration, and follow-upsEnsure all materials and presentations are prepared in advanceAssist in the preparation and processing of financial documents and client paperworkEnsure all compliance and regulatory requirements are metMaintain and organize client files, records, and office documentsOversee office supplies, equipment, and general office maintenanceAct as the first point of contact for clients, providing excellent customer serviceSupport the financial advisor with administrative tasks as neededRequirements:3+ years of previous experience in a similar roleMust be strong at anticipating needs, very detail oriented, and able to work with an entrepreneurial type mind.Previous experience in office management, administrative support, or financial services preferredStrong organizational skills with the ability to multitask and prioritizeExcellent communication skills (both verbal and written)Attention to detail and ability to handle sensitive client information with discretionAdditional Info: Pay range: $25-30/hr. depending on experience Schedule: 8:30am-5:00pm, Monday - FridayLocation100% onsite, Minnetonka TypeTemp - with the possibility of turning permanentAll qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers requirea background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Created: 2025-02-16