Executive Assistant $20-$25 per hour

Express Employment Professionals - Cincinnati East; Fargo (ND); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Simple IRA with 3% employer match

Job summary

Express Employment Professionals - Cincinnati East is seeking an Executive Assistant / Client Relations Associate to work closely with a financial advisor and support client relationships and day-to-day operations.

This role is highly client-facing, involving accompanying the advisor to client meetings, taking detailed notes, following up with clients, and creating a personalized, exceptional client experience to foster long-term relationships in financial services.

Qualifications

• Professional, confident and have great communication skills.
• Punctual, dependable, and highly organized.
• Outgoing and comfortable interacting with a wide variety of clients.
• Naturally personable with strong relationship-building skills.
• Comfortable engaging in conversation and building rapport.

Responsibilities

• Attend client meetings alongside the advisor and take detailed notes.
• Build genuine, professional relationships with clients and learn about their interests.
• Identify opportunities to create meaningful connections and personalize future client interactions.
• Follow up with clients via email after meetings.
• Help ensure clients receive a high-quality, personalized experience.
• Assist with meeting preparation and post-meeting recaps.
• Assist with case preparation and organization.
• Complete applications, forms, and other required paperwork.
• Assist with opening and maintaining client accounts.
• Support day-to-day office operations and administrative needs.
• Maintain accurate and organized client information and meeting notes.
• Help the advisor stay organized and accountable on follow-up items.
• Bring a creative and relationship-oriented mindset to client engagement.
• Identify creative ways to stay connected with clients and strengthen relationships.
• Support client outreach and relationship-building initiatives.
• Contribute ideas for improving the overall client experience and business development efforts.

Skills

Relationship building

Client-facing experience

Communication skills

Organization

Job description

Executive Assistant / Client Relations Associate

Schedule: Full-Time, Monday–Friday, 8:00 AM–4:00 PM -Occasional work beyond 4:00 PM may be necessary when a client meeting is scheduled at that time, but this is expected to be rare.
Compensation: $20–$25/hour, based on experience

Position Overview

This company is seeking a professional, outgoing, and relationship-focused Executive Assistant / Client Relations Associate to work closely with a financial advisor and support both client relationships and day-to-day operations.

This position will be highly client-facing and will involve accompanying the advisor to client meetings, taking detailed notes, following up with clients, and helping create a personalized and exceptional client experience. The ideal candidate will be comfortable interacting with clients, naturally curious about people, and skilled at identifying clients’ interests and hobbies to build and strengthen long-term relationships. This is an excellent opportunity for someone looking to build a long-term career in the financial services industry.

Key Responsibilities

Client Relationship Management

• Attend client meetings alongside the advisor and take detailed notes.
• Build genuine, professional relationships with clients and learn about their interests, hobbies, and personal goals.
• Identify opportunities to create meaningful connections and personalize future client interactions.
• Follow up with clients via email after meetings.
• Help ensure clients receive a high-quality, personalized experience.
• Assist with meeting preparation and post-meeting recaps.

Administrative & Operational Support

• Assist with case preparation and organization.
• Complete applications, forms, and other required paperwork.
• Assist with opening and maintaining client accounts.
• Support day-to-day office operations and administrative needs.
• Maintain accurate and organized client information and meeting notes.
• Help the advisor stay organized and accountable on follow-up items.

Business Development

• Bring a creative and relationship-oriented mindset to client engagement.
• Identify creative ways to stay connected with clients and strengthen relationships.
• Support client outreach and relationship-building initiatives.
• Contribute ideas for improving the overall client experience and business development efforts.

Ideal Candidate

• Professional, confident and have great communication skills.
• Punctual, dependable, and highly organized.
• Outgoing and comfortable interacting with a wide variety of clients.
• Naturally personable with strong relationship-building skills.
• Comfortable engaging in conversation and building rapport.
• Creative and able to think of new ways to connect with and engage with clients.
• Interested in building a long-term career rather than viewing this as a short-term position.
• Comfortable accompanying the advisor to client meetings and representing the organization professionally.

Benefits

• Competitive hourly compensation of $20–$25/hour, based on experience.
• Full-time, Monday–Friday schedule, generally 8:00 AM–4:00 PM.
• Health, dental, vision, and life insurance with premiums fully covered.
• Simple IRA with a 3% employer match.
• Opportunity to build a long-term career and grow with the organization.