Executive Assistant for Financial Advisor
Are you ready to join a team that is dedicated to helping clients achieve their financial goals in Boise, ID? Boise Retirement Coach is seeking an Executive Assistant for a Financial Advisor. In this role, you will play a pivotal part in supporting the advisor to provide top-notch service to our clients. Your organizational skills and attention to detail will be key in managing administrative tasks efficiently. With a competitive hourly salary of $20 - $23, you'll have the opportunity to grow and develop in a dynamic financial advisory firm. Come be a part of a team that values professionalism, excellence, and client satisfaction. Apply today and embark on a rewarding career journey with us.

$20 - $23 hourly

Administer all areas of the client process including but not limited to:

• Schedule and confirm client appointments via phone and email
• Welcome clients and guests in a professional manner
• Answer and direct incoming communications and visitors both in person and via a multi-line phone system
• Prepare, organize, coordinate, and maintain client paperwork
• Assist with vendor communication including package delivery and preparing outgoing mail items
• Record notes from appointments, assign tasks, record opportunities, and assist in creating a follow-up plan
• Process changes to any address, phone, email, and bank information
• Review applications, beneficiary forms, and other change requests for accuracy and completeness
• Generate account paperwork including statements
• Process client withdrawal, wire, and check requests, ensuring any relevant comments are documented appropriately
• Research and resolve client service problems for errors as needed
• Process and record all transactions on appropriate logs
• Set up client files and obtain necessary information
• Communicate necessary follow-up with clients
• Update and maintain relationship management system
• Assist in planning and coordinating client events
• Preparing client reports (Morningstar Albridge)
• Support ongoing efforts for growth with new clients and continuous interaction with current clientele to provide an excellent client experience
• Maintain a clean and orderly office environment
• Interact with a wide variety of companies to obtain needed information or request that certain actions be taken and follow up to ensure processes are completed in a timely manner
• Obtain working industry knowledge and overall familiarity with relevant internal and Broker-Dealer resources
• Other duties as assigned

• 2 years of experience as an executive assistant
• Proficient in Microsoft Office suite
• Strong skills in using spreadsheets
• Part-time position, approximately 25 hours
• Demonstrated ability to manage multiple tasks and priorities efficiently

Our office works with a wide range of individuals and couples preparing for retirement. We help answer the pressing question 'How much do I need to retire?' We develop a roadmap to prepare for retirement, transition into retirement and address aging issues. We have a holistic approach in addressing the emotional, physical, spiritual and financial aspects of retirement.

There can be a number of moving parts to transition into retirement. Our office co-ordinates the process, often assisting with the paperwork. We facilitate the transition. We are the cheerleaders as people explore new adventures in retirement; find their passion in volunteering and renewing relationships and spending more time with family.