Job details We are seeking a highly organized, proactive, and personable individual to join our team as an Executive Assistant / Client Service Representative. This dual-role position involves providing high-level support to our executive team and exceptional service to our clients. We are seeking a highly organized, proactive, and personable individual to join our team as an Executive Assistant / Client Service Representative. This dual-role position involves providing high-level support to our executive team and exceptional service to our clients. key responsibilities

Client Service Representative:

Monitor and maintain Client Relationship Management (CRM) platform Communicate professionally, effectively, and timely with current and prospective clients, providers, partners, and others Call current and prospective clients for marketing, paperwork, general check-ins, etc. Prepare, send, and process client-facing paperwork with attention to detail, including follow-up to correct errors and verify execution. Track and troubleshoot incoming rollovers/transfers/exchanges; assist clients via conference calls with financial platforms. Perform account research as needed. Occasionally attend business events outside of normal work hours (with ample advance notice). Help coordinate seminars, marketing campaigns, and other business development efforts.

Executive Assistant:

Manage the Advisor’s calendar, including scheduling and rescheduling appointments. Allow office access and greet visitors, ensuring they feel comfortable and welcome Submit, track, and update marketing compliance requests and approvals. Sort and handle received mail and packages on behalf of the Advisor. Prepare and mail outgoing correspondence, including client communications, greeting cards, checks, etc. Monitor and maintain sufficient inventory of all office supplies, including forms, folders, business cards, envelopes, pens, promotional items, printer ink, snacks/beverages, kitchen, and bathroom supplies. Arrange property maintenance and repairs. Communicate with IT support on behalf of the office and Advisor. Coordinate travel arrangements. qualifications

The ideal candidate has a sense of humor and loves to help people. This person will also have the following important qualifications:

Possesses exceptional customer service skills, extreme professionalism, and unending patience. Is committed to strict confidentiality of all information and documents. Demonstrates strong written and verbal communication skills, including proper spelling, punctuation, and grammar. Is proficient in Microsoft Office (especially Outlook, Excel, and Word) and web applications. Exhibits excellent organizational skills and attention to detail. Can work independently, make sound decisions, multi-task, and prioritize competing tasks effectively. Holds a valid driver’s license, a working vehicle, and appropriate insurance (same-day travel required occasionally).