Job Description:

Executive AssistantAre you a self-starting, self-sufficient, highly organized individual looking for an opportunity to have a key role in supporting a fast-paced business owner? Do you have excellent communication skills and the ability to plan, schedule, and organize a calendar? Our established financial services, SimplePath Wealth Management firm in Palm Harbor, FL is looking for an Executive Assistant to be the right-hand employee to the Chief Advisor. If you are looking for an opportunity to take the initiative to make a difference within the office, please apply today!Minimum Requirements:3+ years of administrative experiencePolished interpersonal skills with a strong business acumenExcellent communication and organizational abilitiesIntermediate to advanced skills with MS Office Suite and proficient with Apple computersExperience with CRM systems, preferably SalesforceIntermediate to advanced skills with office technology and troubleshootingProfessional attire and appearance requiredBasic understanding of marketing principles preferredAbility to type 45 WPMThis position requires that you possess the following skills:Interpersonal skills with a good-natured, sincere, positive, and caring attitude and along with impeccable integrityStrong written and verbal communicationStrong organizational skills and administrative expertiseTech-savviness with proficiency in office softwareDetail oriented with a sharp eye for accuracyAbility to prioritize projects and manage timeSelf-directed initiative and quick on their feetA desire for continuous learning and personal growthBasic Social Media & Chat GPT skills requiredEvent planning, copywriting, or creative skills a plusResponsibilities:Administration & OfficeEnsure our office reflects the high standards of The Ritz CarltonAnswer phones and greet clients in a warm, friendly manner to provide a superior experience and welcoming environmentManage client scheduling & Advisor's calendar continuously throughout the dayBook & manage all travel arrangementsAssist with managing vendors and third-party relations to support business operationsEstablish and maintain efficient office & filing systems to optimize workflowProvide basic setup and maintenance support for office technology, including email, printers, and the phone systemCollaborate with IT support for more complex technical issuesMaintain office supplies and outgoing correspondencePrioritize and route calls, texts, and mail ensuring an exceptional client experienceMaintain confidential information in a highly regulated environmentCreate a wow experience for clients including managing the Client Love program (i.e. birthday cards, gifts, special events and milestones)Collaborate with the marketing team to create engaging content for client communications and contribute to overall marketing initiatives.Execute communication strategies to keep clients well-informed about our services, as well as industry news & resources using emails, social media & print marketingAssist with various marketing communications and events to enhance client experiencePrep advisor for speaking engagements & media appearancesWork closely with the Marketing Director and Executive Team to identify opportunities for enhancing client experience and office efficiencyKeep database up to date and accurateSalary:$42,000 - $62,000year BOEBenefits:100% Paid Medical, Dental, Vision, Life & Disability401(k)Generous PTOAllowance for professional attirePaid training and awardsStaff incentive tripsFun, team-building eventsHours:Monday - Friday: 8:30am - 5:00pmPotentially 5-10 client eventsyearPresented by Advisor Employee Services Thank you for your interest in the Executive Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!