Executive Assistant

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Job Description

I’m hiring an Executive Assistant to provide organized, high-level support for my financial advisory practice and leadership responsibilities. You’ll work directly with me to streamline daily tasks, organize key processes, and help me execute at a high level.

This is a hybrid, part-time position (15–25 hours/week), with flexible scheduling that may vary based on business needs.

Key Responsibilities

• Assist with scheduling and calendar management in support of client meetings and leadership responsibilities
• Track action items and ensure timely follow-up on key priorities
• Prepare and edit client presentations, deliverables, and proposals
• Handle various administrative functions (e.g., filing paperwork, documenting client notes)

Qualifications

• Strong organizational and time management skills
• Ability to manage multiple priorities in a fast-paced, dynamic environment
• Strong interpersonal and communication skills
• Comfortable using Microsoft Office Suite and CRM software (training provided)

To apply , please email your resume tocor submit through Linked In. If you have any further questions before applying, feel free to send me a Linked In message or email. I’d be happy to set up a call to discuss the role in more detail!

• Seniority level
  
  Entry level

• Employment type
  
  Part-time

• Job function Administrative

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