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? Do you enjoy helping to build a business by managing social media and assisting with marketing efforts? Seasons Wealth, LLC in San Antonio, TX is looking for a Executive Assistant to be the right-hand employee to the Chief Advisor.The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior client service to the firm's prospects, clients, and team members. We are seeking an individual who has a sharp phone presence with excellent listening skills. The ideal candidate will assist in event planning and will have the ability to build a rapport with our prospects and clients. This employee will provide support to the managing partnerowner, paraplanner, and other financial advisors when added to the team.If you are looking for an opportunity to take the initiative to make a difference within an office, please apply today!Minimum Requirements:2+ years of Executive Assistant experience in a busy officeMarketing experience highly preferredIntermediate to advanced skills with MS Office SuiteExcellent verbal and written communication skillsAdvanced Skills calendaringExperience with CRM systemsProficient phone skillsExperience working in a fast-paced environmentThis position requires that you possess the following skills:Strong work ethicSelf-starterCustomer service orientedEnthusiasticAbility to prioritize, with great attention to detailFlexibility and the ability to multi-task, handling interruptions in a professional mannerDependabilityProven ability to work independently and completing assigned tasks on scheduleResponsibilities:Assisting the Financial Advisor in managing the firm to exceed excellent and regulatory expectations include, but are not limited to:Answer the phone and greet clients in a friendly, warm mannerCreate a "Ritz Carlton experience" with all visitors & interactionsBuild and improve upon client relationshipsAssist in event planning, organizing client eventsManaging Advisor's calendarConfirm all appointmentsMail or email follow up letters to clients after each appointmentAssist with managing vendors and 3rd party relations for AdvisorEnsure Chief Advisor is organized and prepared for all team and client meetingsKeep database up to date and accurateMaintain confidential informationAssist with the weekly staff meetings and take minutesAssist with ongoing marketing efforts; create and monitor social media posts in a compliant mannerPlan annual team business meetingsMake reservations for lunches and meetingsMaintain the office filing system, both paper and electronicMail outgoing correspondence (new client folders, gifts, etc.)Other industry-specific tasks as neededAssist with personal choresSalary$25 - $30 HourHoursTuesday - Friday9:00 AM - 4:00 PM with flexibilityMinimum 25 hours per week - up to 40 hours per weekBenefits:PTO - 10 daysVolunteer TimeTeam LunchesPresented by Advisor Employee Services Thank you for your interest in the Executive Assistant role. Advisor Employee Services, a consulting firm located in Overland Park, 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!