Executive Assistant

WizeHire, Inc; Sacramento (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

WizeHire, Inc in Sacramento is seeking a dependable Executive Assistant to provide dedicated one-on-one support to an advisor. This role centers on helping the advisor stay organized and prepared by managing client communications and coordinating schedules.

The ideal candidate will excel at maintaining organization, communicating professionally, and managing spreadsheets. Your attention to detail will significantly contribute to a positive client experience.

Qualifications

• Dependable and detail-oriented with strong organizational skills.
• Professional communication skills are essential.
• Comfortable managing spreadsheets and client interactions.

Responsibilities

• Provide one-on-one support to the advisor.
• Manage client communications and track important details.
• Coordinate schedules and ensure follow-through on tasks.

Skills

Organizational skills

Professional communication

Client management

Spreadsheet management

Job description

We’re looking for a dependable, detail-oriented Executive Assistant to provide dedicated, one-on-one support to an Advisor. Unlike a traditional Administrative Assistant role, which often manages a wide variety of office tasks, paperwork, and incoming calls for multiple people, this position is focused on serving as the primary support partner to one advisor. The Executive Assistant plays a key role in helping the advisor stay organized, prepared, and efficient by managing client communications, tracking important details, coordinating schedules, and ensuring follow-through on critical tasks.

This role is perfect for someone who is highly organized, communicates professionally, and is comfortable managing spreadsheets, client interactions, and ongoing follow-ups.

In this position, you’ll play a key role in keeping everything running smoothly by coordinating information, staying in touch with insurance and financial service companies for updates, and ensuring clients are well-informed and prepared for upcoming appointments. Your ability to stay on top of details and maintain clear communication will directly contribute to an efficient, professional, and positive client experience.