Executive Assistant

About Us:

Vital Retirement is a leading financial advisory firm dedicated to providing exceptional service and guidance to our valued clients. We are seeking a dedicated and detail-oriented Executive Assistant to join our team and play a crucial role in ensuring the smooth operation of our business. If you are friendly, reliable, organized, and thrive in a fast-paced environment, we invite you to apply for this exciting opportunity.

Position Overview:

As an Executive Assistant at [Your Company Name], you will be responsible for supporting our team of advisors and maintaining strong client relationships. This role requires meticulous attention to detail, excellent organizational skills, and the ability to multitask effectively. You will be instrumental in scheduling and managing appointments, maintaining our client relationship management system, processing client service requests, managing invoices, and planning and scheduling client and prospecting events. Additionally, you will need to be available for 4 to 6 evenings per month to assist with educational and marketing events.

Key Responsibilities:

• Appointment Scheduling: Efficiently manage and coordinate appointments for advisors and clients, ensuring schedules are optimized and conflicts are resolved.
• Client Relationship Management: Maintain and update our client relationship management system with accurate and current information.
• Client Service Requests: Process client service requests promptly and professionally, ensuring a high level of client satisfaction.
• Invoicing: Manage and oversee invoice processing, ensuring accuracy and timeliness.
• Event Planning: Plan and schedule client and prospecting events, including logistics, invitations, and follow-up.
• Evening Availability: Be available for 4 to 6 evenings per month to assist with educational and marketing events, providing crucial support to ensure their success.

Qualifications:

• Proven experience as an Executive Assistant or in a similar administrative role.
• Exceptional organizational and time management skills.
• Strong attention to detail and accuracy.
• Excellent communication and interpersonal skills.
• Proficiency in MS Office and client relationship management software.
• Friendly, approachable demeanor with a commitment to providing outstanding customer service.
• Ability to adapt to changing priorities and work effectively in a fast-paced environment.
• Flexibility to work evenings as required for events.

What We Offer:

• Competitive salary and benefits package.
• Opportunities for professional development and growth.
• A positive and collaborative work environment.
• The chance to be an integral part of a dynamic team committed to client success.

If you are a dedicated, organized, and friendly individual who is passionate about providing top-notch support and building strong client relationships, we encourage you to apply for the Executive Assistant position at Vital Retirement Planners. Join us in our mission to deliver exceptional financial guidance to our clients.

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person