What are the responsibilities and job description for the Executive Assistant position at Biltmore Financial Services?
Job Description
Biltmore Financial Services, Inc. is seeking an experienced, polished, and personable Executive Assistant to serve as the cornerstone of our white-glove client experience.
We are a boutique retirement planning firm that caters to clients who expect professionalism, warmth, and exceptional attention to detail at every interaction. This role is the first impression and lasting presence of our firm in person and on the phone. Confidence, discretion, and a servant-hearted mindset are essential.
At Biltmore, excellence is the standard. We offer a fast-paced yet refined environment where high expectations are met with trust, teamwork, and pride in the work we do. The right candidate understands that taking care of our clients is not about extravagance. It's about consistency, intention, and making every client feel genuinely cared for.
This role is ideal for someone who is:
Qualifications:
Biltmore Financial Services is a small, close-knit firm. While this is a professional, client-facing Executive Assistant role, it also includes practical responsibilities that support the overall environment.
This may include:
If that is you, please apply.
Compensation starts at $19/hour.
Check us out at www.biltmore-financial.com
Biltmore Financial Services, Inc. is seeking an experienced, polished, and personable Executive Assistant to serve as the cornerstone of our white-glove client experience.
We are a boutique retirement planning firm that caters to clients who expect professionalism, warmth, and exceptional attention to detail at every interaction. This role is the first impression and lasting presence of our firm in person and on the phone. Confidence, discretion, and a servant-hearted mindset are essential.
At Biltmore, excellence is the standard. We offer a fast-paced yet refined environment where high expectations are met with trust, teamwork, and pride in the work we do. The right candidate understands that taking care of our clients is not about extravagance. It's about consistency, intention, and making every client feel genuinely cared for.
This role is ideal for someone who is:
- Confident, poised, and professional
- Naturally service-oriented with a servant-attitude mindset
- Detail-focused and highly organized
- Comfortable with constant activity and interruptions
- Independent, resourceful, and proactive
- Able to pivot and handle multiple things at once
- Experienced in office or client-support roles
Qualifications:
- 2 years in an office support role
- Comfortable using Apple computers
- Google Suite, Microsoft Office
- Serving as the face and voice of the firm, in person and on the phone
- Delivering a warm, polished, and professional client experience
- Managing calendars, scheduling, and confirming appointments
- Recording accurate client interaction notes in CRM
- Supporting advisors, directors, and firm leadership
- Maintaining an organized, refined office environment
- Preparing beverages and refreshments for clients
- Managing office supplies and general logistics
- Accurate data entry, scanning, copying, and document preparation
- Running errands and providing hands-on support as needed
Biltmore Financial Services is a small, close-knit firm. While this is a professional, client-facing Executive Assistant role, it also includes practical responsibilities that support the overall environment.
This may include:
- Taking out trash
- Cleaning whiteboards and office surfaces
- Tidying shared spaces, including restrooms
- Resetting conference rooms and client areas
If that is you, please apply.
Compensation starts at $19/hour.
Check us out at www.biltmore-financial.com