Executive Assistant & Client Experience Lead

New Day Financial & Insurance Solutions; Santa Clarita (CA); On-site; USD 61,000 - 75,000; Full time

Job summary

New Day Financial & Insurance Solutions in Santa Clarita, CA, seeks an Executive Assistant/Client Experience Coordinator to support one financial advisor. The role focuses on keeping schedules organized, communicating with clients and prospects, preparing meetings, and ensuring every interaction feels professional and warm.

The successful candidate will manage day-to-day administrative tasks, client communications, appointment coordination, CRM updates, and office responsibilities, helping the

Qualifications

• 2+ years of experience as an executive assistant or similar role.
• Strong organizational and time-management skills.
• Excellent verbal and written communication skills.
• Professional, polished, and client-focused demeanor.
• High attention to detail and accuracy.

Responsibilities

• Provide direct administrative and operational support to one financial advisor/executive.
• Manage the advisor’s calendar, appointments, meetings, and follow-up tasks.
• Prepare materials for client meetings, prospect meetings, review appointments, and educational events.
• Help the advisor stay organized by tracking priorities, deadlines, client requests, and next steps.
• Serve as a trusted point of contact between the advisor, clients, prospects, and internal team members.
• Assist with special projects, reporting, and daily workflow management.
• Accurately document client and prospect interactions in CRM.
• Maintain organized and up-to-date CRM records.
• Track appointments, follow-up tasks, seminar activity, and service requests.
• Assist with planning and execution of educational classes, seminars, and client events.
• Attend occasional evening events to support the advisor and engage with attendees.

Skills

Executive support

Calendar management

CRM management

Client communications

Event coordination

Office administration

Microsoft Office

CRM software

Tools

Microsoft Office

CRM software

Job description

New Day Financial & Insurance Solutions in Santa Clarita, CA, seeks an Executive Assistant/Client Experience Coordinator to support one financial advisor. The role focuses on keeping schedules organized, communicating with clients and prospects, preparing meetings, and ensuring every interaction feels professional and warm.

The successful candidate will manage day-to-day administrative tasks, client communications, appointment coordination, CRM updates, and office responsibilities, helping the