Executive Assistant

BlueSnap, Inc; Gap; Sur place; EUR 30 000 - 45 000; Plein temps

Résumé du poste

Bare Wealth Advisors, a financial planning firm in Gap, seeks an Executive Assistant to support high-level leaders. This role involves managing schedules, facilitating communication with clients, and performing various administrative tasks in a purpose-driven workplace. Ideal candidates are organized, detail-oriented, and possess strong interpersonal skills.

Prestations

Competitive Pay, DOE

Paid Time Off

401K with 4% Company Match

Short-term Disability Insurance

Profit Sharing

Fun Employee Activities

Opportunities for professional growth

Qualifications

• 3-5 years of administrative experience required.
• Strong understanding of office systems is essential.
• Prior experience in financial services is a plus.

Responsabilités

• Manage calendars and calls for Senior Advisor(s).
• Schedule client meetings and ensure follow-up.
• Attend client meetings to document discussions.

Connaissances

Organized

Detail-oriented

Tech-savvy

Personable

Motivated

Formation

College degree (preferred)

Outils

Microsoft Office

Calendly

Description du poste

Are you a detail-oriented professional with a heart for service and the organizational skills to support high-level leaders?

Why You'll Love Working with Us

• Rooted in Purpose: We help clients align their wealth with their God-given purpose, making an impact far beyond the bottom line.
• Faith at the Center: Our team meets weekly for prayer and devotions, keeping our work grounded in Biblical wisdom.
• A True Team Environment: Collaboration is at the core of who we are. We work together, support one another, and share a commitment to doing what's right for our clients and each other.
• Family-Focused Culture: From summer picnics and Christmas celebrations to March Madness brackets and team lunches, we make space for fun, connection, and community.
• Shared Values, Strong Vision: We operate with excellence, generosity, and Biblical Wisdom, building a workplace where values are lived out every day.

Bare Wealth Advisors is a financial planning and wealth management firm in Gap, PA, committed to helping clients manage their wealth with purpose. We provide wealth management grounded in Biblical wisdom to encourage generosity, empower vision, and influence the world for good.

Who We're Looking For:

• Experience: 3-5 years of administrative experience and a strong understanding of office systems and procedures. A college degree is preferred but not required. Prior experience in financial services is helpful but not required.
• Organized & Focused: Brings strong time management skills, stays calm through frequent interruptions, and knows how to prioritize effectively.
• Detail-oriented & Strategic: Maintains accuracy while thinking ahead and solving problems proactively.
• Personable & Professional: Communicates well, builds rapport with clients, and helps others feel welcome and valued.
• Motivated & Dependable: Works independently with a strong commitment to excellence.
• Tech-savvy: Proficient in Microsoft Office and quick to learn new software; experience with scheduling tools like Calendly is a plus.

Key Responsibilities:

• Manage calendars, calls, and inboxes for assigned Senior Advisor(s).
• Schedule client meetings and ensure timely follow-up through CRM and task assignment.
• Attend client meetings to take notes, document discussions, and support meeting prep.
• Oversee administrative onboarding for new clients and ensure all paperwork is complete.
• Run reports, draft correspondence, and support document handling (filing, scanning, printing).
• Coordinate with the Client Service Associate to complete follow-up tasks promptly.
• Assist with Advisor licensing renewals and occasional travel planning (2-3 times yearly).
• Perform additional administrative duties and projects as assigned.
• Work full-time, Monday-Thursday (8:00 AM to 4:30 PM) and Friday (8:00 AM-4:00 PM).

What We Offer Our Executive Assistant:

• Competitive Pay, DOE
• Paid Time Off
• 9 Paid Holidays
• 401K w/ a 4% Company Match
• Short-term Disability Insurance
• Profit Sharing
• Fun Employee Activities: March Madness, Summer Picnic, Christmas Party, and Monthly Lunches
• A values-driven workplace where Biblical principles guide daily decisions
• Opportunities for professional growth while supporting a greater purpose
• A team environment where collaboration, encouragement, and shared vision are central to how we work

To Apply

If you're an experienced administrative professional or executive assistant who thrives in a purpose-driven, faith-based environment and enjoys supporting high-level leaders with excellence, we'd love to hear from you. Please apply through this job ad to be considered for the Executive Assistant position at Bare Wealth Advisors.

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