What are the responsibilities and job description for the Executive Assistant position at Wealth Logic, Inc.?
Company Description Wealth Logic, Inc. is a fee-based financial planning firm located in Plymouth, Minnesota, dedicated to providing objective, personalized, and actionable financial advice. Wealth Logic offers products, services, and solutions that are among the best in the industry, supported by a team committed to professionalism and client-focused service. Wealth Logic aims to help clients align their financial decisions with their goals so they can confidently plan for their future.
Position Summary: Financial advisor seeking fulltime Executive Assistant to aid in the operations of a financial services practice.
Pay Details: salary range of $45,000 to $60,000 depending on qualifications
Responsibilities:
- Facilitate meeting reservations and reminders
- Prepare client case notes
- Email meeting recaps
- Coordinate detailed filing systems and maintain client records and database
- Manage day-to-day calendar
- Schedule meetings
- Monitor daily email
- General copying and filing
- Assist with pre-meeting packets, reports, forms, etc.
- Facilitate and monitor correspondence
- Delegate customer service for Advisor’s clients
- Coordinate holiday gifts and cards
- Tracking and monitoring new business and account/policy services
- Maintain a neat and orderly workspace
- Cross coordination of business and personal calendar
- Many miscellaneous tasks
Qualifications:
- Compliance with all operating policies and procedures
- Previous experience with Microsoft Office Suite to specifically include Outlook, Excel, Power Point, ACT
- Strong interpersonal skills, commitment to a collegial work style and mutual accountability
- Experience with CRM software preferred
- Superior attention to detail and top tier organizational skills
- Understanding and commitment to a business professional workplace environment
- Self-motivation and adaptable
- Ability to manage time to accommodate priorities of fast-paced Advisor
- Some college, 4-year degree preferred
- Excellent communication skills, strong written and verbal
- Positive attitude, enthusiasm and outgoing
- Must be a critical thinker and problem solver
- Sense of humor
Salary : $45,000 - $60,000