What are the responsibilities and job description for the Executive Assistant position at Elite Income Advisors?
About Elite Income Advisors
At Elite Income Advisors, we are driven by a single, powerful philosophy: it’s not about running out of money - it’s about running out of income. We’re not just a firm of financial advisors; we’re dedicated partners in building a secure and fulfilling financial future. Our commitment to excellence guides us as we provide personalized financial education and retirement income solutions, designed to meet the unique needs of each individual. With a focus on prudent financial planning and risk management, we help our clients build retirement income strategies that reflect their life goals, timelines, and risk tolerance.
We believe that retirement isn’t about hitting a specific number; it’s about ensuring that our clients have the income they need to live the life they want. Elite Income Advisors helps clients gain the confidence to make informed decisions and remove the guesswork from their retirement planning.
About This Role
We are looking for a highly organized, proactive, and detail-oriented Executive Assistant. As an Executive Assistant, you will play a key role in ensuring our leadership team operates efficiently. By managing administrative tasks, streamlining communication, and optimizing daily operations, you will help drive our firm's strategic growth and client success.
Key Responsibilities
· Manage executive schedules, emails, and travel logistics with efficiency and discretion.
· Act as a liaison between executives, clients, and internal teams, ensuring seamless communication.
· Prepare reports, presentations, and correspondence with accuracy and professionalism.
· Coordinate meetings, prepare agendas, and track follow-ups.
· Handle confidential information with the highest level of discretion.
· Support office management tasks and help optimize operational efficiency.
· Contribute to special projects as needed, particularly in financial planning operations.
Qualifications
· 3 years of experience as an Executive Assistant, preferably in finance, wealth management, or a related industry.
· Strong organizational skills with exceptional attention to detail.
· Excellent written and verbal communication skills.
· Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM tools.
· Ability to multitask and prioritize in a fast-paced environment.
Why Join Elite Income Advisors?
At Elite Income Advisors, we are dedicated to helping individuals achieve financial confidence in retirement. As the Executive Assistant you will have the opportunity to contribute to a mission-driven firm that prioritizes client well-being and long-term financial security. We offer a collaborative and forward-thinking work environment where your organizational skills and expertise can make a meaningful impact.
If you are a proactive and detail-oriented professional looking for a rewarding role in the financial planning industry, we’d love to hear from you! Apply today by submitting your resume.
