Financial Advisor Executive Assistant Job at Equitable Advisors, Campbell, CA

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  • Equitable Advisors
  • Campbell, CA

Job Description

Job Title: Executive Assistant to Vice President

Location: Campbell – Equitable Advisors

Job Type: [Full-Time/Part-Time]

Company Overview:

Equitable Advisors is a leading financial advisory firm dedicated to providing personalized financial planning and investment management services. We pride ourselves on our commitment to excellence and client satisfaction.

Position Overview:

The Executive Assistant (EA) will provide high-level administrative support to two Financial Advisors, ensuring efficient operations and facilitating exceptional client service. This role requires a proactive, organized, and detail-oriented individual who can manage multiple tasks and prioritize effectively. As a trusted partner, the EA will help manage and maximize the Financial Advisor's time by handling planning and organizational tasks.

Note -- applicants must be authorized to work in the United States.

Key Responsibilities:

• Administrative Support :

o Manage and organize the Financial Advisor's schedule, including appointments, meetings, and travel arrangements.

o Prepare and edit correspondence, communications, presentations, and other documents.

o Ensure accuracy of appointments and all required meeting materials are included.

o Maintain confidential client records and ensure data accuracy.

o File and organize sensitive documents.

• Client Interaction:

o Serve as the primary point of contact for clients, addressing inquiries and providing information as needed.

o Coordinate client meetings, including preparing necessary materials and follow-up actions.

o Assist in onboarding new clients and maintaining ongoing client relationships. o Handle new business paperwork for team and personal business.

o Utilize Salesforce, Outlook, Calendly, and internal financial planning software when necessary.

o Work closely with various joint advisors and team when needed.

• Project Management and Event Planning :

o Support the Financial Advisor in special projects and initiatives.

o Track project timelines, deliverables, and outcomes.

o Coordinate project tasks and ensure timely completion.

o Plan and organize client and company events.

• Additional Duties :

o Take and screen calls.

o Manage calendars across U.S. time zones.

o Book meetings and events.

o Other duties as supervisor may require.

• Qualifications:

• Education: Bachelor's degree preferred.

• Experience: Minimum of 1 year of experience in an administrative role, preferably in the financial services industry.

• Skills:

o Excellent organizational and time-management skills.

o Strong attention to detail.

o Proficient at multitasking and handling sensitive information with discretion.

o Heightened decision-making skills and initiative.

o Excellent written and verbal communication abilities.

o Proficiency in Microsoft Office Suite and Salesforce

Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V.

Job Tags

Full time,

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