Executive Assistant

We’re looking for a dependable, detail-oriented Executive Assistant to provide dedicated, one-on-one support to an Advisor. Unlike a traditional Administrative Assistant role, which often manages a wide variety of office tasks, paperwork, and incoming calls for multiple people, this position is focused on serving as the primary support partner to one advisor. The Executive Assistant plays a key role in helping the advisor stay organized, prepared, and efficient by managing client communications, tracking important details, coordinating schedules, and ensuring follow-through on critical tasks.

This role is perfect for someone who is highly organized, communicates professionally, and is comfortable managing spreadsheets, client interactions, and ongoing follow-ups.

In this position, you’ll play a key role in keeping everything running smoothly by coordinating information, staying in touch with insurance and financial service companies for updates, and ensuring clients are well-informed and prepared for upcoming appointments. Your ability to stay on top of details and maintain clear communication will directly contribute to an efficient, professional, and positive client experience.