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.
Apply Now
Danielle Lucht, RICP®, CDFA®
Financial Advisor
Call: (239) 288-7054
danielle@everwellfinancial.com
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