EXECUTIVE ASSISTANT - Lead Advisor : Job Details

Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients in New York, NY.

The EA will support an owner/wealth management advisor in the practice.

General Support

Handle dictation, process correspondence, and maintain client case files.

Maintain Calendar

Contact clients to set up follow-up meetings with Advisor.

Answer telephone calls and direct them as appropriate.

Input data, print proposals and gather information for client meetings

Other client service and ad hoc project work.

Qualifications

Experience in administrative support or customer service, preferably in the financial services and/or insurance industry.

Health and life licensed or gain licensing within 6 months of employment.

Excellent oral and written communication skills.

Familiarity with Microsoft applications and data entry and information retrieval software.

Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines.

Strong attention to detail with the ability to work with a high degree of accuracy.

Ability to work in a fast-paced environment.

Ability to work both independently and in a team.

Ability to maintain confidentiality.