Executive Assistant to Wealth Advisors | Client‑Focused Ops

IQonic Wealth Management; Little Rock (AR); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Flexible PTO

Bonus opportunity

Profit-sharing

Job summary

IQONIC Wealth Management is seeking an Executive Assistant to support a team of financial advisors in Little Rock. The role manages calendars, coordinates meetings, and handles client-facing service to create a high-touch client experience.

The ideal candidate is highly organized, proactive, and able to work independently while collaborating with the team; brings strong communication skills and a professional, discreet approach to confidential information.

Qualifications

• At least two years of professional office, client service, or related experience.
• Strong proficiency with Microsoft Office products.
• Excellent written and verbal communication skills.
• Exceptional organization and attention to detail.
• Ability to manage multiple priorities and deadlines simultaneously.
• Strong interpersonal and customer service skills.
• Ability to learn new technology, systems, and processes.
• Ability to work independently while collaborating with a team.

Responsibilities

• Provide proactive day-to-day administrative support to assigned advisors.
• Manage advisor calendars, appointments, meetings, and scheduling priorities.
• Coordinate internal and external meetings, including calendar invitations and logistics.
• Assist with correspondence, documentation, presentations, and other administrative needs.
• Serve as a reliable point of coordination between advisors, clients, and IQONIC team.
• Identify opportunities to improve organization, efficiency, and advisor productivity.

Skills

Office administration

Client service

Communication

Organization

Multitasking

Team collaboration

Learning new tech

Tools

Microsoft Office

Job description

IQONIC Wealth Management is seeking an Executive Assistant to support a team of financial advisors in Little Rock. The role manages calendars, coordinates meetings, and handles client-facing service to create a high-touch client experience.

The ideal candidate is highly organized, proactive, and able to work independently while collaborating with the team; brings strong communication skills and a professional, discreet approach to confidential information.