Overview
Executive Assistant Jobs in Raleigh, NC at Claire Myers Consulting
Title: Executive Assistant
Company: Claire Myers Consulting
Location: Raleigh, NC
Executive Assistant
Full-time | Raleigh, NC
About Our Client
Our client, a boutique wealth management firm, is seeking an Executive Assistant to support the Wealth Management Advisor/CEO, ensuring smooth day-to-day operations and a seamless client experience. This position reports directly to the CEO and works closely with clients to deliver high-quality service.
Key Responsibilities
Act as the primary point of contact for the Wealth Management Advisor, managing emails, calendar, scheduling, and time coordination.
Support case follow-up with client communication.
Ensure the Wealth Management Advisor stays organized and accountable, contributing to an excellent client experience.
Delegate tasks as needed based on client communications via email and phone.
Coordinate client events a few times per year as needed.
Manage ad hoc administrative projects.
Qualifications & Skills
Minimum of 3 years of administrative or executive assistant experience; financial services industry experience preferred.
Proficiency in Microsoft Office programs.
Strong written and verbal communication skills.
Highly organized and responsive to Advisor and client needs.
Strong emotional intelligence and understanding of team goals and values.
Positive attitude with a proactive approach to problem-solving.
Compensation & Benefits
$60,000 – $75,000 (dependent on experience)
Comprehensive benefits package
