Executive Assistant for Financial Advisor - Remote

Overview

We are seeking a proactive and detail-oriented Executive Assistant (EA) to support a Financial Advisor with administrative, client service, marketing, and back-office tasks. This role is ideal for someone who is highly organized, tech-savvy, and enjoys working behind the scenes to ensure client satisfaction and efficient practice operations.

In Short

• Manage calendars, schedule meetings, and send appointment reminders.
• Organize and respond to emails with professionalism.
• Prepare market outlook summary emails and performance reports.
• Maintain CRM records and manage client onboarding processes.
• Assist with document preparation and data entry tasks.
• Track new prospects and follow-up stages in lead pipeline.
• Implement workflow management to support daily operations.
• Collect feedback through surveys post-client meetings.
• Send personalized messages for client retention.
• Support with outbound calls to clients and leads.

Requirements

• Strong organizational and multitasking skills.
• Proficiency in using CRM tools, preferably Salesforce.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.
• Detail-oriented with a focus on client satisfaction.
• Proficient in Microsoft Office Suite and other relevant software.
• Experience in a similar administrative role is preferred.
• Tech-savvy and comfortable with scheduling tools.
• Ability to manage confidential information with discretion.
• Flexible and adaptable to changing priorities.

Benefits

• Competitive salary and benefits package.
• Opportunities for professional development.
• Supportive work environment.
• Flexible working hours.
• Chance to work with a dynamic team.