Career Portal

Executive Assistant - Financial Planning Office

Our partner is an established financial planning practice seeking a reliable and detail-driven Executive Assistant to help oversee daily operations and provide critical administrative support to our team. This role is perfect for a proactive professional who thrives in an organized environment, communicates with ease, and is dedicated to delivering an exceptional client experience. Prior experience in a financial planning or insurance setting is highly valued.

Key Responsibilities

• Welcome clients and manage front desk operations with professionalism and care

• Handle administrative tasks including filing, scanning, phone management, and correspondence

• Review and process financial/insurance applications, ensuring accuracy and completeness

• Coordinate with carriers, track applications, and assist with underwriting follow-up

• Schedule client medical exams and maintain accurate, up-to-date records

• Support advisors, owners, and the Office Manager with various operational projects

• Manage office supplies and assist in planning client seminars and events

• Respond to client service requests and monitor progress through completion

• Develop and share social media content to enhance the firm’s brand presence

• Maintain compliance data tracking and assist with audits and regulatory filings

Qualifications

• Strong written and verbal communication skills

• Ability to manage multiple priorities in a fast-paced environment

• Proficiency with Microsoft Word, Excel, and Outlook

• High attention to detail and commitment to accuracy

• Self-starter with initiative, resourcefulness, and problem-solving skills

• Ability to handle sensitive information with discretion and confidentiality

• Experience in a financial planning or insurance office highly preferred