Executive Assistant

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Position: Executive Assistant

Location: Tulsa, OK

Pay: $24/hour + Weekly Pay

Experience: 1+ years in financial services, investment operations, or administrative support.

Education: Associate’s or bachelor’s degree in administration, finance or a related field preferred.

Type: Full-time;
Contract to Hire

Schedule: Monday–Friday, 8:00 AM to 5:00 PM

Pro Recruiters is seeking an Executive Assistant to join a growing and dynamic team!

• Support financial advisors with daily administrative and operational tasks.
• Manage advisor calendars and schedule client meetings.
• Prepare client meeting materials and financial planning documents.
• Track account requests and ensure timely completion.
• Process paperwork for account openings, transfers, and distributions.
• Maintain accurate and organized client records.
• Update CRM systems and manage client data.
• Research and resolve operational issues as they arise.

• Proficiency with Microsoft Office, including Outlook, Word, and Excel.
• Experience using CRM systems for client and account management.
• Strong organizational and time-management skills.
• High attention to detail with the ability to manage confidential information with discretion.
• Professional verbal and written communication skills.

Pro Recruiters is part of Array Corporation
, the leading technology-enabled workforce solutions company whose mission is to fix how work is bought, sold, and delivered to enable access to the American Dream.

We are proud to be an Equal Employment Opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Entry level

Full-time

Administrative

Staffing and Recruiting