Executive Assistant

Are you a self-starting, self-sufficient, highly organized individual looking for an opportunity to have a key role in supporting a fast-paced business owner? Our established financial services firm, Stone Oak Wealth Management in San Antonio, TX is looking for an Executive Assistant to assist us in our mission of helping clients achieve their financial goals.

This is your chance to play a key role in the future success of our fast-growing organization! The anticipated career path for this position is to transition into a Registered Client Service Associate (CSA) role.

Minimum Requirements:

Associates Degree
2+ years of Executive Assistant experience in a busy office
Intermediate to advanced skills with MS Office Suite
Advanced Skills calendaring
Experience with CRM systems

This position requires that you possess the following skills:

Ability to prioritize projects and manage time
Provide outstanding customer service
Excellent communication – both verbal and written
Good-natured, positive attitude
Self-directed initiative
A desire for continuous learning
Detail oriented with a sharp eye for detail
Ability to adhere to complex regulatory and compliance requirements

Responsibilities:

Schedule client meetings
Answer phones and greeting clients at the front door
Coordinate firm events
Order office supplies
Research
Prepare reports and presentations
Keep databases up to date and accurate
Schedule team events
Maintain confidential information
Follow through on any outstanding projects
Various industry specific tasks
Learn the CSA roles and responsibilities

Salary:

Benefits:

Enjoy Time with Family and Friends

Flexible paid time off

Enjoy Your Sunset | Retirement

Employees can contribute to our Roth 401(k), and we contribute 3% of compensation

Who Are We?

A faith centric team with weekly prayer time and access to firm chaplain

Staying Healthy

A group health insurance plan
We pay 100% of employees only dental and vision insurance and the majority of your employee only health insurance
Health Savings Account (HSA)
Flexible paid time off to go to the doctor, dentist, optometrist etc.

Free Workouts

Free onsite gym

Want To Lend a Hand?

We provide support to charities financially and with flexible paid time-off to volunteer.

Room for Your Ride

Free, access to parking garage on-site

Supporting Your Educational Growth

If you desire, we will help you obtain your license and certification

Hours:

Monday – Friday: 8:00 am – 5:00 pm

Presented by Advisor Employee Services Thank you for your interest in the Executive Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Stone Oak Wealth Management

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Executive Assistant