About Our Client
Our client is a high-growth RIA, transforming the wealth management industry with a distinctive approach and a steadfast commitment to delivering unparalleled financial solutions for Entrepreneurs, Founders, and Business Owners. Their Founder has developed an in-depth client service methodology that sets a new standard, rivaled by few in the industry.
As trusted advisors, they deliver meticulous, ongoing planning tailored specifically to the needs of business owner clients, focusing on tax, legal, cash flow, risk management, and investment strategies. With a strong reputation for excellence and a proven track record of achieving exceptional client outcomes, they offer a fully remote work environment that encourages both collaboration and flexibility.
The Opportunity
Our client is currently hiring an experienced Executive Assistant to support their CEO with sales administration, pipeline and lead management, appointment scheduling, and CRM tracking. Reporting directly to the CEO, this role will provide critical sales support and manage a range of corporate projects for this fast-growing wealth management and consulting firm.
What YOU get to DO:
- Sales Support: Support the CEO in lead generation, prospecting, and follow-up tasks. Schedule initial sales meetings through email, phone, and SMS, and ensure the CRM system holds accurate and updated client/prospect information.
- Own KPIs: Track and report on KPIs for the Sales team, including meetings, contracts, win/loss rates, and pipeline data.
- Administrative Support: Handle calendar management, scheduling, and correspondence for the CEO, including comprehensive administrative tasks.
- Document Management: Prepare, review, and maintain sales documents, presentations, and reports in line with company standards.
- Client Interaction: Act as a secondary contact for high-net-worth clients, coordinating with the relationship management team to maintain positive client relationships.
- Travel Arrangements: Organize travel itineraries, accommodations, and transportation for the CEO and leadership team.
- Data Analysis: Compile and analyze sales data, generate reports, and identify opportunities for growth.
- Special Projects: Collaborate on special projects and initiatives led by senior management.
What you NEED to SUCCEED:
- Educational Background: Bachelor’s degree in Business Administration, Finance, or a related field is preferred.
- Experience: Minimum of 5 years as an executive assistant, ideally within financial services.
- Sales Process Knowledge: Strong grasp of sales processes and administrative functions.
- Communication Skills: Excellent verbal and written communication abilities.
- Technical Proficiency: Skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and MS365 (SharePoint, Planner, Teams). Experience with CRM systems, such as Redtail, is a plus.
- Organizational Prowess: Exceptional organizational skills, accountability, attention to detail, and accuracy.
- Confidentiality: Ability to manage sensitive information discreetly.
- Problem-Solving: Strong independent problem-solving skills.
- Professional Demeanor: Ability to interact effectively with high-net-worth clients.
What’s In It For YOU?
- Impactful Role: Play a crucial part in a high-growth firm, directly supporting the CEO and influencing the future of wealth management.
- Career Advancement: Gain valuable experience in a fast-paced environment, with opportunities for professional growth and skill enhancement.
- Collaborative Environment: Work in a fully remote setting that fosters teamwork and encourages innovative thinking.
- Direct Client Interaction: Engage with high-net-worth clients and build meaningful relationships, enhancing your professional network.
- Dynamic Workload: Take on a variety of tasks, from sales support to project management, keeping your work interesting and varied.
