Executive Assistant for Financial Advisor

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Requirements:

• Prior experience with Financial Advisors or in financial services (preferred).
• Proficiency with CRM systems (Salesforce – FP Connect).
• Strong communication and interpersonal skills.
• Excellent attention to detail and time management.
• Familiarity with compliance documentation and financial terminology.
• Expert with scheduling tools, email platforms, and productivity software (e.g., Calendly, Outlook, Google Workspace).

Responsibilities:

• Schedule client meetings and internal calls.
• Filter and respond to emails.
• Send appointment reminders.
• Send personalized messages.
• Schedule follow-up meetings.
• Prepare and distribute market updates.
• Prepare reports.
• Track leads.
• Maintain CRM records.
• Input data.
• Prepare documents.
• Assist with onboarding.
• Distribute surveys.
• Track tasks.