Executive Assistant & Client Relations for Financial Advisor
Job in
Williamsburg, James City County, Virginia, 23187, USA
Listed on 2026-08-22
Listing for:
Paraclete Wealth Partners
Full Time
position Listed on 2026-08-22
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Paraclete Wealth Partners is seeking an Executive Assistant to support a top financial professional and the company owner. This full-time role blends executive support, client relations, and event coordination, serving as the trusted right hand and ensuring a first-class client experience.
Key responsibilities include calendar management, client outreach, CRM data upkeep, and organizing quarterly client workshops with evening and occasional Saturday sessions.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×