Executive Assistant to Financial Advisor — Hybrid/Remote

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

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.