Job Description:
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The role of Executive Administrative Assistant requires a detail-oriented professional who can thrive in a fast-paced environment and provide exceptional support to clients. The ideal candidate will be proactive, able to anticipate needs before they arise, and possess excellent communication skills to interact with high-value financial advisor clients.
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* Proactive problem-solver who anticipates needs before they arise
* Excellent communicator who can professionally interact with high-value financial advisor clients
* Tech-savvy individual comfortable with CRM systems, calendar management, and digital marketing platforms
* Detail-oriented professional who never lets anything slip through the cracks
* Someone who thrives on organization and process improvement
">About the Role:
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The Executive Assistant will partner with our Customer Success Senior Manager at a growing digital marketing agency specializing in financial advisors. Key responsibilities include client onboarding, relationship management, meeting support, and documentation.
">Responsibilities:
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* Client Onboarding Excellence: 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, and ensure every new client has a flawless onboarding experience.
* Client Relationship Management: 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.
* Meeting Support & Documentation: 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:
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* 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
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This is an exciting opportunity to join a dynamic team and contribute to the success of our clients. If you are a motivated and detail-oriented individual who enjoys working in a fast-paced environment, please apply.