Executive Assistant - Claire Myers Consulting

Our client is seeking an Executive Assistant to serve as a liaison between a Wealth Management Advisor and the internal team, ensuring smooth day-to-day operations and a seamless client experience. This position reports directly to the Director of Client Experience and works closely with the Wealth Management team to deliver high-quality service.

Primary Responsibilities

• Act as the primary point of contact for the Wealth Management Advisor, managing emails, calendar, scheduling, and time coordination.
• Support case preparation and compile lead marketing lists to prepare for client meetings.
• Ensure the Wealth Management Advisor stays organized and accountable, contributing to an excellent client experience.
• Delegate tasks as needed based on client communications via email and phone.

Qualifications and Skills

• Associate degree or equivalent work experience required.
• Two or more years of experience in customer service or finance preferred.
• Proficiency in Microsoft Office programs.
• Strong written and verbal communication skills.
• Highly organized and responsive to team needs.
• Strong emotional intelligence and understanding of team goals and values.
• Positive attitude with a proactive approach to problem-solving.

Compensation: $60,000 plus benefits