We are seeking a highly organized and detail-oriented Executive Assistant to join our team.
Job Description
As an Executive Assistant, you will be responsible for providing exceptional support to our Customer Success Senior Manager. Your primary focus will be on ensuring seamless client onboarding, facilitating effective client relationship management, and providing meeting support and documentation.
Key Responsibilities:
* Build and optimize bio pages for new financial advisor clients
* Coordinate with account managers to ensure seamless client setup
* Configure calendar linking systems and GHL account setups
* Ensure every new client has a flawless onboarding experience
* Facilitate & Manage all client offboarding communications with professionalism
* Execute drip message campaigns and implement client-requested changes
* Conduct thorough account audits to identify and resolve messaging errors
* Handle monthly billing follow-ups and renewal communications
* Attend weekly client meetings as the CSM's right hand
* Take detailed meeting notes and create actionable task lists
* Collaborate with account managers to ensure all client requests are tracked and completed
* Maintain organized records of all client interactions and outcomes
Requirements
To be successful in this role, you will need to have:
* 2+ years of executive assistant or client support experience
* Proficiency with CRM systems (GHL experience preferred)
* Strong written and verbal communication skills
* Experience with calendar management and scheduling tools
* Proven ability to manage multiple priorities simultaneously
Preferred Qualifications
Prior experience in digital marketing or financial services, familiarity with marketing automation platforms, and previous experience supporting customer success teams are highly desirable.
About This Role
This is an excellent opportunity to join a dynamic team and contribute your skills and expertise to deliver exceptional results. If you are a highly motivated and organized individual who thrives in a fast-paced environment, we encourage you to apply for this exciting position.