Executive Assistant

Compensation

$19.00 - $24.00 per hour (W2)

Our firm is seeking an Executive Assistant on behalf of a client in the financial services and wealth management industry. This role supports senior leadership, enhances client experience, and ensures smooth daily operations in a high trust, relationship driven environment. The ideal candidate brings warmth, professionalism, and exceptional attention to detail while thriving in a dynamic atmosphere.

You will support executive leadership, manage client appointments, maintain office operations, and oversee client facing interactions. This position requires strong communication skills, a joyful and professional presence, and the ability to handle both routine and fast paced responsibilities.

• Manage calendars and scheduling
• Schedule and confirm client appointments
• Prepare APR summaries and coordinate APR review meetings
• Submit and track expenses
• Welcome visitors and maintain a polished, professional office environment
• Clearly explain processes and next steps to clients
• Manage and update CRM (Red Tail)
• Assist with E-apps and related paperwork
• Support workshop and event logistics
• Respond to general client inquiries or direct them to the appropriate team member
• Take on hybrid administrative and operational responsibilities
• Maintain office operations while working independently

• Thrives in a non-structured, dynamic environment
• Strong written and verbal communication skills with zero to minimal errors
• High accuracy and strong attention to detail
• Warm, joyful, professional presence
• Resilient and not easily overwhelmed
• Poised, confident, and maintains professionalism at all times
• Willing to assist with any task—big or small
• Excellent prioritization and organizational skills
• Able to work independently, including being the only person in the office when needed
• Confident speaking in front of groups and supporting events
• Strong rapport-building ability with clients
• Team-oriented, adaptable, and collaborative
• Reliable, stable, and seeking long-term growth
• Coachable, curious, and eager to learn
• Comfortable navigating a learning curve and asking thoughtful, clarifying questions

• Industry experience not required

Dahl Consulting is proud to offer a comprehensive benefits package to eligible employees that will allow you to choose the best coverage to meet your family’s needs. For details, please review the DAHL Benefits

Summary:

Take the first step on your new career path!

To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps!

As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!