Position Overview

Seeking a highly organized, proactive, and client-focused Executive Assistant/Client Experience Coordinator to provide dedicated support to one Financial Advisor/Executive.

This role is ideal for someone who enjoys being the right hand to a busy professional, keeping schedules organized, communicating with clients and prospects, preparing meetings, coordinating follow-up, and ensuring every client interaction feels professional, warm, and well-managed.

The successful candidate will play a key role in helping the advisor stay focused on serving clients and growing the business by managing day-to-day administrative tasks, client communications, appointment coordination, educational event support, CRM updates, and office-related responsibilities.

Key Responsibilities

Executive & Advisor Support

• Provide direct administrative and operational support to one financial ...