Executive Assistant & Operations Associate

Executive Assistant & Operations Associate

Location: Chesterfield, MO (In-Office)

Compensation: $22-$28/hour based on experience

Hours: Flexible 20-30 hours initially, with opportunity for full-time growth

Create Organization. Support Clients. Grow With Us.

We're a growing financial planning practice looking for a highly organized, dependable, and proactive professional to become a key part of our team.

This role combines executive assistant responsibilities, operations support, and client service. You'll work directly with a Certified Financial Planner helping manage client relationships, coordinate schedules, prepare for meetings, process paperwork, and keep day-to-day operations running smoothly.

This position is ideal for someone who enjoys organizing details, solving problems, creating structure, and being a trusted right hand to a busy professional.

We're open to candidates seeking flexible hours today, with the potential to grow into a larger long-term role as the practice continues to expand. This flexibility may be especially attractive to someone balancing family responsibilities, returning to the workforce, or seeking a position that can evolve over time.

What You'll Be Doing

• Manage calendar scheduling and appointment coordination
• Answer incoming phone calls and serve as a professional first point of contact
• Prepare meeting materials and assist with client meeting follow-up
• Track action items and ensure deadlines are completed
• Assist with insurance applications and investment account paperwork
• Coordinate client service requests from start to finish
• Maintain accurate client records and documentation
• Assist with workflow management and operational projects
• Help keep the advisor organized, prepared, and focused on client needs
• Communicate with clients, custodians, insurance companies, and other professionals when needed
• Support ongoing business operations and process improvements

What We're Looking For

The right person is:

• Extremely reliable and accountable
• Highly organized with exceptional attention to detail
• Comfortable managing multiple priorities simultaneously
• Self-motivated and able to work independently
• Professional and confident when interacting with clients
• Strong written and verbal communication skills
• Comfortable learning new technology and office systems
• Able to anticipate needs and solve problems before they become issues
• Interested in growing professionally and taking on additional responsibility over time

Most importantly, we're looking for someone who takes ownership of their work, follows through consistently, and can be counted on to get things done without constant supervision.

You will be working closely with a business owner who values responsiveness, organization, attention to detail, accountability, and a high standard of client service. The ideal candidate thrives in an environment where expectations are clear, priorities move quickly, and follow-through matters.

Preferred Qualifications

• Bachelor's degree preferred
• Previous executive assistant, office manager, operations, client service, banking, insurance, financial services, or professional office experience
• Experience with Microsoft Outlook, Word, Excel, and Teams
• Experience with CRM systems such as Redtail, Wealthbox, or Salesforce is a plus
• Insurance or securities industry experience is helpful but not required

What Makes This Opportunity Different

• Flexible scheduling
• Opportunity to start part-time and grow into a larger role
• Direct mentorship from an experienced Certified Financial Planner
• Meaningful work helping individuals and families make important financial decisions
• Small-team environment where your contributions genuinely matter
• Long-term career growth potential
• Opportunity to develop skills in financial planning, insurance, investments, client service, and business operations
• Opportunity to take on increasing responsibility and grow into a key leadership role within the practice
• Potential for performance-based incentives and additional compensation opportunities as the firm continues to grow

This is an excellent opportunity for someone who wants more than a job. We're looking for a trusted team member who wants to grow with the practice and become an important part of its future.

Additional Information

Because this position involves access to sensitive client information and work within the financial services industry, the selected candidate will be required to successfully complete a background check prior to employment.

To Apply

Please submit your resume and provide brief answers to the following questions.

Applicants who do not answer the screening questions below may not be considered. Attention to detail and the ability to follow instructions are important aspects of this role.

1. Tell me about a time you were responsible for keeping someone else organized. What systems or processes did you use?

2. This role requires managing multiple priorities and maintaining a high level of attention to detail. Describe a situation where you successfully balanced competing responsibilities.

3. What interests you about this position, and what are you looking for in your next role?

4. Why do you believe you would be an exceptional fit for a role that requires organization, follow-through, and proactive communication?

5. On a scale of 1-10, how would you rate your attention to detail, and what experiences support that rating?

Pay: $22.00 - $28.00 per hour

Benefits:

• Flexible schedule

Application Question(s):

• 1. Tell me about a time you were responsible for keeping someone else organized. What systems or processes did you use?

2. This role requires managing multiple priorities and maintaining a high level of attention to detail. Describe a situation where you successfully balanced competing responsibilities.
3. What interests you about this position, and what are you looking for in your next role?
4. Why do you believe you would be an exceptional fit for a role that requires organization, follow-through, and proactive communication?
5. On a scale of 1-10, how would you rate your attention to detail, and what experiences support that rating?

Work Location: In person

Salary : $22 - $28