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Executive Assistant

CandorPath Financial
Maitland, FL Full Time
POSTED ON 2/16/2025
AVAILABLE BEFORE 5/13/2025

Position Title

Financial Planning Executive Assistant

Company Overview

CandorPath Financial is an ensemble financial planning practice with the intent to provide advice-based solutions for a vast range of financial services, maintain a disciplined approach to objectivity and honesty, and equip clients with the knowledge they need to achieve their version of financial success.

CandorPath exists to provide a collaborative, team-based experience to clients. We treat each client as the individual they are, and our financial plans fit their unique needs.

Position Description

The Financial Planning Executive Assistant provides direct administrative support to the Senior Wealth Advisors, overseeing all essential administrative processes and procedures. As the first point of contact and the creator of first impressions for clients, this role is responsible for coordinating appointments, assisting advisors and ensuring an outstanding client experience. This full-time position adheres to standard office hours, from 9 : 00 AM to 5 : 30 PM, and follows a hybrid work model, combining remote work with in-office presence on Tuesdays, Wednesdays, Thursdays, and as required. The position reports directly to the Director of Operations.

Key Responsibilities :

Client Experience & Office Management :

  • Manage incoming mail, phone, and text communications by directing messages appropriately and ensuring timely responses to client inquiries.
  • Maintain a welcoming, organized, and clean office environment that reflects our high standards, ensuring a professional and inviting atmosphere at all times.
  • Fostering a personalized welcome experience for in-office visitors and clients
  • Identifying opportunities to deepen and solidify the relationship with the client

Administrative & Operational Support :

  • Coordinate and manage advisor and client appointments to ensure seamless scheduling
  • Proactive management and updating to advisors calendar and scheduling needs
  • Inbox and email management for Senior Wealth Advisors
  • Track and manage tasks, activities, and project status in CRM and task management systems (ClickUp & Copper)
  • Prepare and monitor all new business paperwork including new applications, change of dealer forms, beneficiary updates, and more.

    • Financial Planning Support :

  • Assist in the preparation of prospect or client files prior to meetings.
  • Gathering and inputting client data and information into financial planning software (eMoney).
  • Prepare personalized post-meeting summaries and follow-ups within 24 hours of advisor input.
  • Sending, receiving, and processing client documents and communications with clients, other professional advisors, and vendors.

    • Requirements :

  • Preferred : Diploma or degree in Business Administration or a related field, or equivalent professional experience.
  • Prior experience in financial planning and familiarity with financial planning software.
  • Adept at leveraging modern technology and quickly adapting to new tools and processes.
  • Advanced computer skills, particularly within Google Workplace.
  • Proficiency in industry-related software such as : Calendly, DocuSign, PDF Tools, Laserapp, Copper, ClickUp, E-Money Advisor & Drake

    • Additionally, the appropriate candidate will possess the following attributes and will be able to provide examples of how they have demonstrated each :

  • Effective communication skills with a “client-first” mentality.
  • Strong analytical skills with a passion for working with data and numbers.
  • A proactive self-starter who takes initiative.
  • Excellent problem-solving abilities with foresight to anticipate and plan future steps.
  • Highly organized with a commitment to thorough follow-through.
  • Solid understanding of financial details and their applications.

    • Benefits :

  • Flexible Paid Time Off (PTO) policy, including paid holidays.
  • Comprehensive health insurance coverage.
  • Unlimited access to learning platforms for continuous professional and personal development.
  • 401(k) retirement plan with employer matching contributions.

    • Salary :

  • We are open to hiring within a range of experience and industry knowledge, so compensation will be set in accordance with experience.

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