Executive Assistant

About the Role

We are seeking a dedicated full-time Executive Administrative Assistant to support two senior financial advisors at a private wealth management practice affiliated with Equitable Advisors, managing over $150 million in client assets. This role reports directly to Ryan Oda and offers the opportunity to thrive in a collaborative financial planning team that values autonomy and remote work flexibility.

Key Responsibilities

• Coordinate client communications and scheduling tasks including managing appointments, calendar oversight, meeting reminders, and follow-ups for necessary documents and signatures.
• Support client account administration through precise data input, processing and preparing paperwork, and maintaining confidential document records.
• Provide outstanding client service by professionally addressing phone calls, emails, and client inquiries.
• Collaborate with internal departments and service teams to ensure smooth account servicing, paperwork handling, and prompt resolution of client needs.
• Offer executive administrative support to the senior financial advisors to facilitate efficient daily practice operations.

Qualifications and Skills

• Demonstrated experience in office management or administrative support roles with preference for clerical backgrounds.
• Proficient with Microsoft Office suite (Word, Excel, PowerPoint), Microsoft Teams, efficient data entry, and strong typing skills.
• Outstanding organizational capabilities, able to juggle multiple tasks effectively in a dynamic environment.
• Excellent verbal and written communication skills, maintaining professionalism and courtesy over email and phone.
• Strong time management skills to effectively prioritize tasks and consistently meet deadlines.

Engagement Details and Benefits

• Full-time position with hourly compensation ranging between $25 and $35, plus opportunities for bonus earnings.
• Flexible work schedule with primarily remote work options and occasional in-person attendance.
• Generous scheduling flexibility including approval-based unpaid time off.
• Medical, dental, and vision benefits are provided; higher hourly rates available if benefits are waived.