Executive Assistant for Financial Advisor

Equitable Advisors; Colorado Springs (CO); Hybrid; USD 27,552 - 44,083; Part time

Benefits offered by this job

PTO accrual

401k with match after 1 year

Paid holidays

Job summary

A financial services firm is seeking a detail-oriented Office Assistant to manage client scheduling, answer phones, and provide exceptional client services. Ideal candidates must have at least 5 years of office experience and strong communication skills. Flexibility in hours and one remote day per week offered. Pay ranges from $20/hr to $32/hr based on experience, with additional bonuses and PTO accrual. Advancement opportunities available for the right candidate.

Qualifications

• Minimum of 5 years' experience in an office-type environment.
• Strong verbal and written communication skills.
• Friendly and outgoing personality.

Responsibilities

• Answer office phones and manage client scheduling.
• Handle client calls and service requests.
• Manage the advisor's calendar.

Skills

Attention to detail

Multi-tasking

Verbal communication

Written communication

Client service

Familiarity with Microsoft Outlook

Familiarity with Excel

Familiarity with Salesforce

Familiarity with DocuSign

Job description

Exciting opportunity to join a vibrant & growing financial services team comprised of both male & female advisors/ staff working together.

Responsibilities include answering office phones, client scheduling, client calls & service requests, management of advisor calendar, digital application building and tracking. Need familiarity with Microsoft Outlook, Excel, Salesforce, DocuSign.

The most desirable candidate will have extreme attention to detail, be a good multi-tasker, a quick learner, comfortable in a fast-paced environment, and have a friendly & outgoing personality. Having excellent verbal and written communication skills with a focus on “white glove” client service is key.

Primarily this position will be working for one experienced, male, financial advisor, interacting daily with other executive assistants & advisors who are already on the team, the team size is currently 8 with plans to continue to grow.

Hours can be somewhat flexible, ideally 9am-5pm, M-Thursday with a half day on Friday, (flexibility on these start/end time hours, 32 hrs week minimum, up to 40 hours if desired). Evening & weekend work is NOT required. One day of remote work per week is encouraged, remaining days to be in-person from our downtown Colorado Springs office location in the 1St Bank Tower.

Pay will range from $20/hr to $32/hr dependent on experience, with opportunities for raises, bonuses, additional personal time, and advancement. Pay scale can be adjusted for qualified applicants with relative experience.

PTO accrues at 1 hour per 30 hours worked, up to 48 hours per year.

Holidays: We observe the following paid holidays: New Years Day, Memorial Day, Fourth of July, Labor Day, Thanksgiving, Christmas Eve and Christmas Day.

No health insurance benefits currently.

Eligible for 401k with match after 1-year of service.

Must have a minimum of 5 years’ experience in an office-type environment and provide two professional references for us to contact. College degree not required.

Additional bonuses/ pay will be considered for anyone who is already licensed with series 63, 65, 66, or 7 licenses.

Advancement opportunities include the ability to become securities licensed, and/or advance within the team to become Operations Manager overseeing other Executive Assistants.