What are the responsibilities and job description for the Executive Assistant position at ProRecruiters?
Position: Executive Assistant
Location: Tulsa, OK
Pay: $24/hour Weekly Pay!
Experience: 1 years of experience in financial services, investment operations, or administrative support required.
Education: Associate’s or bachelor’s degree in administration, finance, or a related field preferred.
Type: Full-time; Contract to Hire
Schedule: Monday–Friday, 8:00 AM to 5:00 PM
ProRecruiters is seeking an Executive Assistant to join a growing and dynamic team!
Job Description:
We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
#PRPRO
Location: Tulsa, OK
Pay: $24/hour Weekly Pay!
Experience: 1 years of experience in financial services, investment operations, or administrative support required.
Education: Associate’s or bachelor’s degree in administration, finance, or a related field preferred.
Type: Full-time; Contract to Hire
Schedule: Monday–Friday, 8:00 AM to 5:00 PM
ProRecruiters is seeking an Executive Assistant to join a growing and dynamic team!
Job Description:
- Support financial advisors with daily administrative and operational tasks.
- Manage advisor calendars and schedule client meetings.
- Prepare client meeting materials and financial planning documents.
- Track account requests and ensure timely completion.
- Process paperwork for account openings, transfers, and distributions.
- Maintain accurate and organized client records.
- Update CRM systems and manage client data.
- Research and resolve operational issues as they arise.
- Proficiency with Microsoft Office, including Outlook, Word, and Excel.
- Experience using CRM systems for client and account management.
- Strong organizational and time-management skills.
- High attention to detail with the ability to manage confidential information with discretion.
- Professional verbal and written communication skills.
We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
#PRPRO
Salary : $24