What are the responsibilities and job description for the Executive Assistant position at The Fortitude Team?
The Fortitude Team is seeking a friendly, organized, and detail-oriented Administrative Assistant to support our growing client services team. We partner with Inherit Guard, an estate attorney network, to help families navigate the estate planning process.
As the first point of contact for many of the clients, you’ll play an important role in creating a positive experience by answering inquiries, coordinating schedules, and providing exceptional customer service. The ideal candidate is dependable, professional, and enjoys helping people while staying organized in a fast-paced environment.
Compensation:$70,000
Responsibilities:
Respond to client phone calls, emails, and general inquiries
Schedule consultations and manage appointment calendars
Confirm upcoming appointments and send reminders
Provide exceptional customer service to prospective and existing clients
Maintain accurate client records and documentation
Coordinate communication between clients and our team
Assist with general office administration and data entry
Help create a welcoming, professional experience for every client
Qualifications:
Excellent communication and customer service skills
Strong organizational and multitasking abilities
Detail-oriented with strong follow-through
Comfortable using computers, email, and scheduling software
Professional, dependable, and positive attitude
Previous administrative or customer service experience is preferred but not required
About Company
The Fortitude Team is a growing financial platform dedicated to helping individuals and families build a stronger financial future through education and personalized financial strategies. We believe people deserve the knowledge and guidance to make confident financial decisions and pursue their long-term goals.
We’re equally committed to developing our team members by providing training, mentorship, and opportunities for professional growth. Our mission is to make a lasting impact by serving clients with integrity while empowering motivated individuals to build meaningful careers helping others.
Salary : $70,000