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Executive Assistant in Wakefield, MA at Staffing Now

Date Posted: 12/30/2019

Job Snapshot

Job Description

This person will provide administrative support to Senior Advisor including managing calendar, scheduling Client Review meetings, monitoring Advisor's email inbox and Advisor "To Do" List follow-up.
* Track Senior Advisor's subscriptions, licenses, appointments and compliance-related items.
* Prioritize and systematically work through Tasks and emails daily to meet deadlines.
* Respond to client correspondence and service requests in a timely and professional manner.
* Prepare materials for Client Review Meetings, process meeting notes and monitor follow-up items.
* Prepare New Business Investment Account and Insurance applications and monitor process to completion.
* Work with other team members to prioritize workflow, resolve roadblocks and coordinate team tasks.
* Fulfill HR responsibilities: submit time sheets, implement employee guidelines & policies
* Maintain office supplies and assist in resolving any technology-related issues
* Desire to be part of a team - with the planners, other administrative staff and clients.
* Eagerness to learn and coachable.
* Excellent organization skills with ability to prioritize workflow and meet deadlines.
* Ability to multitask and shift focus in a fast-paced environment.
* Extreme attention to detail and the ability to work independently with multiple priorities and deadlines.
* Impressive written and verbal communication skills and professional demeanor to effectively communicate with high-net worth clientele.
* Proactive approach to client service with keen appreciation for the needs and interests of our clients and advisors.
* Proficiency in computer skills (CRM software, Microsoft Office, eMoney, Morningstar, Wealthscape).
* Minimum 3 yrs. experience working in a financial services firm or sales-oriented, closely-held business client service role.
* Successful completion of a background check, fingerprint screening and previous employment verification
* 401(k) Plan with employer contribution and Pension Plan

Please email for consideration.