Executive Assistant
Executive Assistant
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$ 58000 - 62000
1 Vacancy
Job Description
Summary
This position provides administrative support to Insight Planning Group. A detailoriented Executive Assistant needed to support a successful financial advisor serving 200 clients. This fulltime position 40 hours/week) offers health benefits and retirement benefits based in Temecula California. The Executive Assistant reports to and is employed by Insight Planning Group.This position offers competitive compensation and benefits while providing opportunity for professional growth within a successful financial advisory practice. Compensation is between $with potential to bonus. Benefits include: PTO holiday pay medical benefits retirement plan with a 3 contribution disability insurance.
Job Description
Core Responsibilities
- Manage comprehensive email communications ensuring timely and professional responses
- Polish and proofread written communications to ensure clarity and accuracy
- Attend client meetings to capture comprehensive accurate notes
- Organize and format client meeting notes for review and future reference
- Create followup documentation based on client meeting discussions
- Maintain detailed client records in our CRM system
- Coordinate client meetings and followup activities
- Support various business projects including:
- Office management and administrative organization
- Tracking and categorizing business expenses
- Assisting with businessrelated documentation
- Coordinating with vendors and service providers
- Managing propertyrelated communications and scheduling
Key Qualifications
- Exceptional attention to detail and organizational skills
- Outstanding written and verbal communication abilities
- Strong notetaking skills with ability to identify key action items
- Proficiency in creating clear errorfree documentation
- Experience with email management systems and Microsoft Office suite
- Ability to handle confidential information with discretion
- Experience with basic bookkeeping and expense tracking preferred
- Understanding of basic financial terminology a plus
The Ideal Candidate Will
- Thrive in a fastpaced financial services environment
- Demonstrate initiative and problemsolving skills
- Adapt quickly to changing priorities
- Value clear communication and organization
- Contribute to a positive clientfocused team culture
As part of Insight Planning Groups recruiting/hiring/contracting process a verification of a candidates background will be made to complete the hiring/contracting process. In addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
Determine the need for future access to Wealthscape. All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firms Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Employment Type
Full-Time
