What are the responsibilities and job description for the Financial Advisor Executive Assistant position at Anand Financial Advisors?
Job description:
Position Overview
A growing financial advisory firm is seeking a full-time Executive Assistant / Operations Associate to help manage daily operations and play a critical role in building and scaling the business.
This position is ideal for a proactive, growth-minded individual who wants more than administrative work and is excited about helping build a company from the inside.
Key Responsibilities
- Manage scheduling, calendar coordination, and client appointments
- Process life insurance and investment account applications
- Handle client service requests and client communications
- Capture and manage client meeting notes and follow-up actions
- Assist with process development, workflow optimization, and documentation
- Utilize AI and automation tools to improve efficiency and scalability
- Support marketing, CRM updates, and business development initiatives
- Perform select personal administrative tasks as needed
Qualifications
- Exceptional organizational and time-management skills
- Strong written and verbal communication abilities
- Self-motivated with the ability to work independently
- Comfortable with Microsoft Office, CRM platforms, and digital tools
- Interest in financial services, investing, and entrepreneurship
- Experience using AI or automation tools preferred
Ideal Candidate Traits
- Demonstrates a fanatical sense of urgency
- Takes ownership and accountability for outcomes
- Thinks strategically and enjoys building systems
- Adaptable, resourceful, and solution-oriented
- Interested in long-term growth within the firm, including potential Financial Advisor development
Experience:
- Personal assistant: 4 years (Preferred)
- Operations management: 2 years (Preferred)
- Work Location: In person
Salary : $45,000 - $55,000