Executive Assistant

Everwell Financial is seeking an experienced Executive Assistant to provide top-level assistance to the firm’s financial advisors. The ideal candidate is a proactive go-getter capable of juggling many projects and tasks for different team members at once. You’re able to communicate effectively and build strong relationships with the team.

Responsibilities

• Create and execute on all client service documentation
• Timely follow-up with meeting requestor(s) for agendas, documents, and expected outcomes/decisions required
• Manage the e-mail and calendar of the CEO, ensuring proper delegation of anything actionable
• Create and maintain all client documents
• Upload paperwork and client records to internal and external portals
• Participate in and transcribe internal company meetings (onsite or via phone) when needed
• Ensure preparedness for meetings, syncing with the team in advance
• Ensure on-time completion in a fast-paced, deadline-driven environment
• Maintain accuracy and confidentiality in all areas of the role

Qualifications

• Bachelor’s degree in Finance or related field
• 2-5 years’ of industry experience or similar experience within legal, tax or financial fields
• Basic understanding of the investment business
• Excellent interpersonal skills
• Procedural-driven
• Expert multi-tasker
• Team player
• Problem solver

Skills

• Microsoft Office Suite
• Familiarity with CRM databases
• Social media skills a plus

Why you’ll want to work here:

Do you want to feel part of a team making an impact in others lives? Everwell Financial is a female led, growth-driven financial company. We deliver a personal touch with compassion for every client’s unique situation by creating holistic and customized financial solutions. We partner with clients in a long-term trusted relationship and strive to empower clients to achieve their financial goals and deploy their golden parachute for retirement. Our office enjoys a family-friendly environment with flexible working hours. 

Benefits

• Generous paid time off
• 401K offering
• Career advancement opportunities
• Educational reimbursements for financial licensing
• Results-driven bonuses

Background check and fingerprinting upon hiring required.