About the Role
David Miner & Associates is looking for a highly organized, professional, and client-focused Executive Assistant / Financial Services Administrator to support our advisors, clients, and daily office operations.
This role is ideal for someone who enjoys managing details, staying ahead of priorities, supporting senior professionals, and helping create a smooth and welcoming client experience.
The successful candidate will be proactive, dependable, comfortable handling confidential information, and able to manage multiple priorities in a busy professional office.
What You’ll Do
Executive and Administrative Support
- Manage calendars, appointments, meetings, reminders, and scheduling.
- Prepare meeting agendas, client materials, correspondence, and follow-up items.
- Monitor deadlines and ensure important tasks are completed.
- Support event planning, client appreciation initiatives, and marketing activities.
- Coordinate office supplies, vendors, invoices, receipts, expense reports, and filing.
- Maintain organized electronic and paper records.
- Assist with special projects and other administrative priorities.
- Identify opportunities to improve systems, templates, checklists, and office processes.
Client and Financial Services Administration
- Support client onboarding, account opening, documentation, and CRM updates.
- Maintain accurate and confidential client records.
- Assist with Know Your Client documentation and compliance follow-up.
- Process trades and monitor transactions, transfers, and outstanding documentation.
- Follow up with financial institutions, fund companies, insurance carriers, and MGA partners.
- Support insurance applications, policy updates, and carrier communication.
- Respond professionally to client questions regarding statements, tax slips, online access, and paperwork.
- Prepare client meeting packages and track required follow-up.
What We’re Looking For
- Strong executive or administrative support experience.
- Excellent organization, time management, and follow-through.
- Exceptional attention to detail and accuracy.
- Professional written and verbal communication skills.
- Strong judgment, discretion, and confidentiality.
- A warm, polished, and client-focused approach.
- Ability to manage competing priorities and changing deadlines.
- Confidence supporting senior professionals, clients, vendors, and external partners.
- Comfortable taking initiative, solving problems, and working independently.
- Strong technology skills and the ability to learn new systems.
Previous experience in financial services, insurance, wealth management, investments, or another professional office environment is considered an asset.
Additional Assets
Experience with any of the following would be helpful:
- Salesforce or another CRM.
- Microsoft Office.
- Mailchimp, WordPress, or Canva.
- QuickBooks Online, bookkeeping, expense tracking, or basic accounting support.
- HR administration, employee documentation, or vacation and sick-day tracking.
Bonus Points If You
- Enjoy working in a family-owned business.
- Love dogs.
- Take pride in keeping people organized and one step ahead.
Please Don’t Apply If You
- Need constant direction before taking action.
- Are uncomfortable managing changing priorities.
- Prefer a rigid position with narrowly defined responsibilities.
- Are primarily looking for a work-from-home role.
Why Join Us?
This is an opportunity to join a growing, professional, and client-focused team where your organization, initiative, and attention to detail will make a meaningful impact.
You will play an important role in supporting advisors, strengthening office systems, improving administrative workflow, and creating an exceptional experience for clients.
How to Apply
Interested candidates are invited to submit their resume and cover letter through Indeed.
We appreciate all applications; however, only candidates selected for an interview will be contacted.
David Miner & Associates is an equal opportunity employer committed to creating an inclusive and respectful workplace.
Pay: $50,000.00-$55,000.00 per year
Benefits:
- Casual dress
- Company events
- Paid time off
Application question(s):
- Did you submit a resume and a cover letter?
- A resume does not tell the whole story. Why would you like to work for David Miner & Associates?
- Please describe your previous experience providing executive or administrative support in financial services, insurance, wealth management, investments, or another professional office environment.
- Are you available to work fully in person, Monday to Friday from 8:30 a.m. to 4:30 p.m.?
- What software and systems have you used, including Microsoft Office, Outlook, Salesforce, QuickBooks, Canva, Mailchimp, or other administrative platforms?
- What types of calendar management, scheduling, meeting coordination, and follow-up responsibilities have you handled?
Education:
- Bachelor's Degree (preferred)
Work Location: In person
