Executive Assistant to Senior Wealth advisor
Initially this role will be working through the learning curve of day to day administration of investment and insurance businesses. Fine tuning/improving all operational processes and incorporating AI to simplify and make our day to day admin a little easier. The successful candidate will play a pivotal role in the success of the advisory practice through exceptional preparation, follow up and relationship management. Client trust is #1 priority. We focus on this priority and grow through referrals. Client events are core to the practice. Growth will come through moving beyond base client appreciation events to include specialized topic events. Ultimately the successful candidate has a desire to become a young family advisor and become licensed for investment advisory and insurance.
Pay: $28.00-$35.00 per hour
Benefits:
- Flexible schedule
- On-site parking
Education:
- Bachelor's Degree (preferred)
Experience:
- Insurance/Wealth advisory business: 5 years (required)
Language:
Licence/Certification:
- Life accident/sickness Insurance license (preferred)
Work Location: In person
