Executive Assistant & Client Relations for Financial Advisor

Paraclete Wealth Partners; Williamsburg (VA); On-site; USD 55,000 - 85,000; Full time

Job summary

Paraclete Wealth Partners is seeking an Executive Assistant to support a top financial professional and the company owner. This full-time role blends executive support, client relations, and event coordination, serving as the trusted right hand and ensuring a first-class client experience.

Key responsibilities include calendar management, client outreach, CRM data upkeep, and organizing quarterly client workshops with evening and occasional Saturday sessions.

Qualifications

• Experience supporting high-level professionals or advisors is a plus.
• Excellent communication and interpersonal skills.
• Proven ability to manage calendars, schedules, and client communications with discretion.

Responsibilities

• Manage the advisor’s calendar, coordinate meetings, and schedule client appointments.
• Serve as first contact for prospects and clients—phone, email, in person—with professionalism and warmth.
• Make proactive outbound calls to schedule client meetings and respond to inquiries.
• Oversee client communication and maintain long-term relationships.
• Be comfortable using a robust CRM system and maintaining data accuracy.
• Coordinate with the team to ensure smooth progression of client cases and events.

Skills

Calendar management

Client relationship management

Event coordination

Communication skills

CRM software

Tools

CRM software

Job description

Paraclete Wealth Partners is seeking an Executive Assistant to support a top financial professional and the company owner. This full-time role blends executive support, client relations, and event coordination, serving as the trusted right hand and ensuring a first-class client experience.

Key responsibilities include calendar management, client outreach, CRM data upkeep, and organizing quarterly client workshops with evening and occasional Saturday sessions.