Are you a self-starting, self-sufficient, highly organized individual looking for an opportunity to have a key role in supporting a fast-paced business owner? Do you have excellent communication skills and the ability to plan, schedule, and organize a calendar? Do you enjoy helping to build a business by managing social media and assisting with marketing efforts? Seasons Wealth, LLC in San Antonio, TX is looking for a Executive Assistant to be the right-hand employee to the Chief Advisor.
The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior client service to the firm's prospects, clients, and team members. We are seeking an individual who has a sharp phone presence with excellent listening skills. The ideal candidate will assist in event planning and will have the ability to build a rapport with our prospects and clients. This employee will provide support to the managing partner/owner, paraplanner, and other financial advisors when added to the team.
If you are looking for an opportunity to take the initiative to make a difference within an office, please apply today!
Minimum Requirements:
2+ years of Executive Assistant experience in a busy office
Marketing experience highly preferred
Intermediate to advanced skills with MS Office Suite
Excellent verbal and written communication skills
Advanced Skills calendaring
Experience with CRM systems
Proficient phone skills
Experience working in a fast-paced environment
This position requires that you possess the following skills:
Strong work ethic
Self-starter
Customer service oriented
Enthusiastic
Ability to prioritize, with great attention to detail
Flexibility and the ability to multi-task, handling interruptions in a professional manner
Dependability
Proven ability to work independently and completing assigned tasks on schedule
Responsibilities:
Assisting the Financial Advisor in managing the firm to exceed excellent and regulatory expectations include, but are not limited to:
Answer the phone and greet clients in a friendly, warm manner
Create a "Ritz Carlton experience" with all visitors & interactions
Build and improve upon client relationships
Assist in event planning, organizing client events
Managing Advisor's calendar
Confirm all appointments
Mail or email follow up letters to clients after each appointment
Assist with managing vendors and 3rd party relations for Advisor
Ensure Chief Advisor is organized and prepared for all team and client meetings
Keep database up to date and accurate
Maintain confidential information
Assist with the weekly staff meetings and take minutes
Assist with ongoing marketing efforts; create and monitor social media posts in a compliant manner
Plan annual team business meetings
Make reservations for lunches and meetings
Maintain the office filing system, both paper and electronic
Mail outgoing correspondence (new client folders, gifts, etc.)
Other industry-specific tasks as needed
Assist with personal chores
Salary
$25 - $30 / Hour
Hours
Tuesday - Friday
9:00 AM - 4:00 PM with flexibility
Minimum 25 hours per week - up to 40 hours per week
Benefits:
PTO - 10 days
Volunteer Time
Team Lunches
Presented by Advisor Employee Services Thank you for your interest in the Executive Assistant role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. https://aesplacement.com/ We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!