3 Executive Assistant - Financial Firm - Palm Harbor, FL Jobs in Palm Harbor, FL

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Executive Assistant - Financial Firm - Palm Harbor, FL

Advisor Employee Services

Palm Harbor, FL | Full Time

$65k-83k (estimate)

7 Months Ago

Personal Banker Associate I - East Lake Financial Center (Palm Harbor, FL)

Fifth Third Bank

Palm Harbor, FL | Full Time

$92k-121k (estimate)

4 Days Ago

Assistant Manager(05021) - 23698 US Hwy 19 N Palm Harbor FL

Domino's

Palm Harbor, FL | Full Time

$27k-39k (estimate)

11 Months Ago

Executive Assistant - Financial Firm - Palm Harbor, FL

$65k-83k (estimate)

Full Time 7 Months Ago

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Advisor Employee Services is Hiring an Executive Assistant - Financial Firm - Palm Harbor, FL Near Palm Harbor, FL

Executive Assistant

Are 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 experience
Polished interpersonal skills with a strong business acumen
Excellent communication and organizational abilities
Intermediate to advanced skills with MS Office Suite and proficient with Apple computers
Experience with CRM systems, preferably Salesforce
Intermediate to advanced skills with office technology and troubleshooting
Professional attire and appearance required
Basic understanding of marketing principles preferred
Ability to type 45 WPM

This position requires that you possess the following skills:

Interpersonal skills with a good-natured, sincere, positive, and caring attitude and along with impeccable integrity
Strong written and verbal communication
Strong organizational skills and administrative expertise
Tech-savviness with proficiency in office software
Detail oriented with a sharp eye for accuracy
Ability to prioritize projects and manage time
Self-directed initiative and quick on their feet
A desire for continuous learning and personal growth
Basic Social Media & Chat GPT skills required
Event planning, copywriting, or creative skills a plus

Responsibilities:

Administration & Office

Ensure our office reflects the high standards of The Ritz Carlton
Answer phones and greet clients in a warm, friendly manner to provide a superior experience and welcoming environment
Manage client scheduling & Advisor’s calendar continuously throughout the day
Book & manage all travel arrangements
Assist with managing vendors and third-party relations to support business operations
Establish and maintain efficient office & filing systems to optimize workflow
Provide basic setup and maintenance support for office technology, including email, printers, and the phone system
Collaborate with IT support for more complex technical issues
Maintain office supplies and outgoing correspondence
Prioritize and route calls, texts, and mail ensuring an exceptional client experience
Maintain confidential information in a highly regulated environment
Create 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 marketing
Assist with various marketing communications and events to enhance client experience
Prep advisor for speaking engagements & media appearances
Work closely with the Marketing Director and Executive Team to identify opportunities for enhancing client experience and office efficiency
Keep database up to date and accurate

Salary:

$42,000 - $62,000/year BOE

Benefits:

100% Paid Medical, Dental, Vision, Life & Disability
401(k)
Generous PTO
Allowance for professional attire
Paid training and awards
Staff incentive trips
Fun, team-building events

Hours:

Monday – Friday: 8:30am – 5:00pm
Potentially 5-10 client events/year

Presented 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 https://aesplacement.com/. 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!