Financial Advisor Executive Assistant

Job Title: Executive Assistant to Vice PresidentLocation: Campbell - Equitable AdvisorsJob Type: [Full-Time/Part-Time]Company Overview:Equitable Advisors is a leading financial advisory firm dedicated to providing personalized financial planning and investment management services. We pride ourselves on our commitment to excellence and client satisfaction.Position Overview:The Executive Assistant (EA) will provide high-level administrative support to two Financial Advisors, ensuring efficient operations and facilitating exceptional client service. This role requires a proactive, organized, and detail-oriented individual who can manage multiple tasks and prioritize effectively. As a trusted partner, the EA will help manage and maximize the Financial Advisor's time by handling planning and organizational tasks.Note -- applicants must be authorized to work in the United States.Key Responsibilities:• Administrative Supporto Manage and organize the Financial Advisor's schedule, including appointments, meetings, and travel arrangements.o Prepare and edit correspondence, communications, presentations, and other documents.o Ensure accuracy of appointments and all required meeting materials are included.o Maintain confidential client records and ensure data accuracy.o File and organize sensitive documents.• Client Interaction:o Serve as the primary point of contact for clients, addressing inquiries and providing information as needed.o Coordinate client meetings, including preparing necessary materials and follow-up actions.o Assist in onboarding new clients and maintaining ongoing client relationships. o Handle new business paperwork for team and personal business.o Utilize Salesforce, Outlook, Calendly, and internal financial planning software when necessary.o Work closely with various joint advisors and team when needed.• Project Management and Event Planningo Support the Financial Advisor in special projects and initiatives.o Track project timelines, deliverables, and outcomes.o Coordinate project tasks and ensure timely completion.o Plan and organize client and company events.• Additional Dutieso Take and screen calls.o Manage calendars across U.S. time zones.o Book meetings and events.o Other duties as supervisor may require.• Qualifications:• Education: Bachelor's degree preferred.• Experience: Minimum of 1 year of experience in an administrative role, preferably in the financial services industry.• Skills:o Excellent organizational and time-management skills.o Strong attention to detail.o Proficient at multitasking and handling sensitive information with discretion.o Heightened decision-making skills and initiative.o Excellent written and verbal communication abilities.o Proficiency in Microsoft Office Suite and SalesforceEquitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V.

Created: 2025-06-19