Executive Assistant - Seasons Wealth

Executive Assistant

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!