Executive Assistant

Location: Little Rock, Arkansas (In Office)

Schedule: Full-Time, Monday–Friday, 7:30 a.m.–4:00 p.m.

Compensation: $50,000–$60,000, Based on Experience

IQONIC Wealth Management is seeking a highly organized, proactive, and service-minded Executive Assistant to support our team of financial advisors and help create an exceptional experience for the clients we serve.

The Executive Assistant plays a critical role in helping our advisors operate at their highest level. This individual will manage calendars and meeting coordination, anticipate administrative needs, maintain organization around advisor priorities, and ensure important details and follow-up items don’t fall through the cracks.

Because of the client-facing nature of our business, this role also serves as an important extension of the advisors in interactions with clients. The Executive Assistant will help coordinate client meetings, respond to service needs, maintain accurate client information, and contribute to the professional, high-touch experience IQONIC is known for.

The ideal candidate is someone who takes ownership, anticipates needs before being asked, communicates exceptionally well, and finds satisfaction in creating organization and making the people around them more effective.

IQONIC Wealth Management is an independent wealth management and financial planning firm serving clients across 43 states and managing approximately $600 million in assets under management.

Our mission is to help clients make smarter financial decisions and experience greater confidence about their financial future. As we continue our growth toward $1 billion in assets under management, we are committed to delivering an exceptional client experience while building a team of professionals who care deeply about the people we serve.

• Provide proactive day-to-day administrative support to assigned advisors.
• Manage advisor calendars, appointments, meetings, and scheduling priorities.
• Anticipate scheduling conflicts, administrative needs, and upcoming priorities.
• Coordinate internal and external meetings, including calendar invitations and necessary logistics.
• Help advisors stay organized and prepared for upcoming meetings and commitments.
• Track administrative follow-up items and ensure commitments are completed in a timely manner.
• Assist with correspondence, documentation, presentations, and other administrative needs.
• Serve as a reliable point of coordination between advisors, clients, and other members of the IQONIC team.
• Identify opportunities to improve organization, efficiency, and advisor productivity.

• Proactively schedule annual, semiannual, quarterly, and other client review meetings.
• Manage meeting confirmations, calendar invitations, rescheduling, and related communication.
• Coordinate with advisors and other team members to ensure meetings are appropriately prepared.
• Help ensure meeting spaces, materials, and necessary information are ready prior to client meetings.
• Coordinate post-meeting administrative follow-up as needed.

• Serve as a professional and responsive point of contact for clients on behalf of assigned advisors.
• Answer incoming calls and assist with or appropriately route client questions and requests.
• Monitor incoming communications and ensure requests receive timely follow-up.
• Assist with routine client service needs and coordinate more complex requests with the appropriate team member.
• Maintain comprehensive client files, including scanning, saving, organizing, and storing documentation.
• Handle client information with a high degree of professionalism, discretion, and confidentiality.

• Help maintain a…