Executive Client Experience Lead for Financial Advisors

OneTeam Financial; Red Bank (NJ); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Health, dental, and retirement benefits

Paid time off and holidays

Hybrid work environment

Job summary

A holistic financial planning firm is seeking an organized executive assistant to support top insurance producers. The role blends executive-level support, high-touch client service, and insurance case coordination. Candidates must be professional and detail-oriented, with comfort in interacting with high-net-worth clients. The position offers competitive compensation, benefits, and a hybrid work environment.

Qualifications

• Experience in a role providing executive support, preferably in financial services.
• Familiarity with life insurance and advanced financial planning.
• Ability to thrive in a fast-paced environment.

Responsibilities

• Serve as the first point of contact for clients and prospects.
• Manage scheduling, client meetings, and advisor support tasks.
• Coordinate insurance cases and vendor interactions.

Skills

Strong verbal and written communication skills

Exceptional organization

Attention to detail

Multitasking

Professional presence

Tools

CRM systems (SmartOffice, SalesForce)

Microsoft Outlook

eMoney, Wealth Manager

Job description

A holistic financial planning firm is seeking an organized executive assistant to support top insurance producers. The role blends executive-level support, high-touch client service, and insurance case coordination. Candidates must be professional and detail-oriented, with comfort in interacting with high-net-worth clients. The position offers competitive compensation, benefits, and a hybrid work environment.