Executive Assistant Financial Services

Everest Recruiting

Young, fast-paced, rapidly growing financial firm is seeking a confident, driven, experienced, highly organized Financial Services Executive Assistant.  If you feel that this characterizes you, then do not hesitate and click Apply, while supplying your most up-to-date resume and someone will be in contact with you shortly to set you up with an interview.

Duties & Responsibilities:

  • Answer and direct incoming client calls appropriately.
  • Receive and forward incoming emails to appropriate operational areas.
  • Responding timely to client queries.
  • Maintain an average of 40 calls per day to prospects and new clients throughout the sales process.
  • Team Mentality:
    • save advisors time by reviewing, researching and routing all correspondences appropriately.  
    • craft/develop letter and documents to clients.  
    • collect and analyze information
    • initiate communication to clients.  
    • Prepare advisors for meetings and presentations
  • Ability to coordinate, confirm, and maintain all necessary appointments
  • Communicates effectively, both written and orally, with team members and clients.
  • Can multitask effectively.
  • Will take all necessary actions to obtain whatever licensing is required.


Essential Qualifications:

  • 5+ years as an Executive Assistant with experience, preferably in the financial services industry
  • Bachelor’s Degree a plus, but not required.
  • Familiarity of Microsoft Office Suite (including Microsoft Dynamics CRM), data entry, and 70wpm
  • Works effectively, openly, and productively with all members in a team environment.
  • A “Whatever it Takes Attitude” and willing to work as long as necessary to get the job at hand completed.
  • Embraces change in a very fast-paced, yet exciting environment.


jamen griffith

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