09/13/2022
Well-established boutique financial planning and tax preparation firm in Midlothian is seeking an Executive Assistant to join our team. You will utilize your project tracking and organizational skills every day. Strong computer & analytical skills, excellent social skills and a collaborative work style are a MUST! If you are independent, organized, proactive professional with a keen eye for detail, this could be your next long-term role.
Responsibilities:
• Provide sales support to Certified Estate Planner / Executive to include but not limited to appointment preparation, post appointment follow up, timely and accurate paperwork completion, seminar preparation.
• Maintain office in Compliance with Broker requirements.
• Database entry and upkeep and Constant Contact informational campaigns
• Drafting letters and documents.
• Scheduling/ Calendar.
• Handle various administrative functions and projects as assigned.
The ideal candidate will have a good knowledge of Microsoft Office, CRM software and QuickBooks. Securities and insurance licenses a plus. This position often requires multitasking with customer service being of paramount importance. We are looking for a team player who can get things organized and completed on time. If you are a self-starter who never views any job in the firm as too small or too big for to handle, you may be the right candidate for this position. Flexible work schedule possible for right candidate. Please call 804-745-4242 or email [Email hidden]
