We’re looking for an organized and motivated Executive Assistant to support a growing team. This is an opportunity for someone who enjoys keeping things moving, loves working with people, and wants to grow professionally.

The ideal candidate is dependable, detail-oriented, comfortable communicating with clients and professionals, and excited to learn about the financial services industry.

• Communicate with clients and team members in a professional and friendly manner

• Help answer questions and provide a positive client experience

• Assist with scheduling appointments and following up with clients

• Maintain organized client information and records

• Support day-to-day team operations

• Help coordinate meetings, appointments, and team activities

• Build strong professional relationships with clients and colleagues

• Learn about financial products, services, and the financial planning process

• Participate in training and professional development opportunities

A customer-focused organization dedicated to delivering exceptional service and support to clients. The company values professionalism, effective communication, and problem-solving while fostering positive customer relationships. Employees work collaboratively to assist customers, resolve inquiries, process transactions, and ensure a high level of customer satisfaction through timely and accurate service.