Our client is seeking an Executive Assistant to serve as a liaison between a Wealth Management Advisor and the internal team, ensuring smooth day-to-day operations and a seamless client experience. This position reports directly to the Director of Client Experience and works closely with the Wealth Management team to deliver high-quality service.
Primary Responsibilities
- Act as the primary point of contact for the Wealth Management Advisor, managing emails, calendar, scheduling, and time coordination.
- Support case preparation and compile lead marketing lists to prepare for client meetings.
- Ensure the Wealth Management Advisor stays organized and accountable, contributing to an excellent client experience.
- Delegate tasks as needed based on client communications via email and phone.
Qualifications and Skills
- Associate degree or equivalent work experience required.
- Two or more years of experience in customer service or finance preferred.
- Proficiency in Microsoft Office programs.
- Strong written and verbal communication skills.
- Highly organized and responsive to team needs.
- Strong emotional intelligence and understanding of team goals and values.
- Positive attitude with a proactive approach to problem-solving.
Compensation: $60,000 plus benefits
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
