Executive Assistant for Financial Advising Team
Job description
A team of two advisors through Equitable Advisors is seeking a full time executive assistant. This person would help us service our existing clients and support management of new opportunities. We work with educators and public employees. You will be part of a team that supports middle and working class families build strong financial futures.
Work Location: Lakewood, Ohio
Hours per week: 40
Pay Scale: 18 - 23/hour (commensurate with experience) 1099 contracted
+ choice of:
- Bonus opportunities up to 20% of annual pay throughout the calendar year
- Monthly benefits stipend
Key responsibilities
- Data entry, manage account opening activities
- Write digital applications for retirement accounts, life insurance, disability insurance, and annuities
- Prepare and track transfer paperwork, check deposits, ACH transactions, and other forms of money movement
- Manage CRM (Salesforce) client records
- Help manage and maintain client meeting calendars
- Call clients to schedule meetings or gather basic information
- Track key lifecycle events for clients and promote proper service for that life event (e.g. RMDs starting at age 72)
- Scan and upload client files into compliance documentation application
- An ability to create processes, audit processes, and love the processes
- Carry out administrative duties and handle sensitive information in a confidential manner
Additional Responsibilities
- Organize supplies for convocation and back to school events
- Managing social media presence (Facebook & Linked In)
- Manage other email and print marketing efforts
- Participate in team meetings
Minimum Qualifications
- Strong organizational skills and planning
- Bachelor’s Degree (or equivalent experience)
- Proficient in Microsoft Word & Excel as well as Teams, Zoom, OneNote & Power Point
- Must be proficient in speaking, reading & writing English.
- Advanced level of phone skills (i.e., well spoken, active listener, empathetic, proper grammar & vocabulary)
- Experience in financial industry a plus but not required
- Experience with Salesforce a plus but not required
If you are interested in entering the finance field, this job is a perfect way to learn all of the components!
Schedule an interview by calling or emailing me.