What are the responsibilities and job description for the Executive Assistant position at Paraclete Wealth Partners?
About Paraclete:
At Paraclete, we exist to bring clarity and confidence to families’ financial futures. As a fast-growing firm, we’re building a team of top-tier professionals who are aligned with our mission. We take pride in our values—integrity, excellence, and warm, personalized service—and we’re seeking someone who thrives in that kind of environment.
Position Overview:
We’re hiring a confident, people-savvy Executive Assistant to support one of our top financial professionals and an owner of the company. This is not your average “assistant” role—this is a dynamic, full-time hybrid position that blends executive support, client relationship management, and event coordination. You’ll serve as the trusted right hand of a high-performing advisor and play a key role in delivering a first-class client experience.
Key Responsibilities:
- Manage the advisor’s calendar, coordinate meetings, and schedule client appointments with clarity and efficiency
- Serve as the first point of contact for prospects and clients—by phone, email, and in person—with professionalism, warmth, and confidence
- Make proactive outbound calls to schedule client meetings and follow up on inquiries or leads
- Oversee client communication and maintain strong, long-term relationships
- Be comfortable working in a robust CRM system
- Manage client data and workflows through CRM software, and ensure all CRM entries are thorough and error-free
- Organize registration and logistics for quarterly client workshops.
- Handel all new business processing
- Provide in-person event support (approximately four workshop series per year) and assist with planning and execution. Workshops usually consist of 4-5 classes each quarter - with four of those being in the evenings from 6:30pm-9:30pm. One Saturday (day class) each quarter. This is on average and is subject to change.
- Coordinate with internal team members to ensure smooth progression of client cases
- Handle day-to-day administrative tasks to support seamless office operations