Executive Administrative Assistant (Wealth Management)

Position Title: Executive Assistant
Location: New Orleans, LA (Lakeview)
Position: In Office

Employment Type: Hourly, Full time

Shift: Monday-Friday; 9am-6pm

Job Overview
We are seeking a highly organized and detail-oriented Executive Assistant to join our dynamic team. This role is crucial for ensuring smooth operations by providing comprehensive support to the CEO/Financial Advisor, coordinating client meetings, and coordinating various administrative tasks. The ideal candidate thrives in a fast-paced environment, demonstrates exceptional communication skills, takes initiative, and consistently follows up to ensure tasks are completed accurately and on time.

Who We Are
Bezou Financial Planning Group puts clients first by creating customized financial plans that fit their unique needs and goals. Our team of trusted advisors and Certified Financial Planning professionals work together to provide the insights and support needed for clients to reach their goals. With six branch locations across Louisiana and a presence in 32 states, we offer convenient, personalized service and sound financial planning for every stage of life. Join us and be part of a friendly, dynamic team that values client care and innovative financial solutions.

Key Responsibilities

• Coordinate paperwork between administrative staff at various remote locations and coordinate signatures and processing with CEO/Financial Advisor
• Process, sort, and file incoming and prepare outgoing mail to ensure accurate and timely delivery.
• Input and maintain meeting notes and client records in CRM
• Prepare presentations, documents, and other materials as needed.
• Call or email vendors, partners, or consultants on behalf of CEO/Financial Advisor to resolve issues
• Greet clients and manage front desk operations
• Attend meetings as needed and follow up on action items post-meeting
• Monitor and manage office supplies, coordinating timely procurement to avoid disruptions.
• Coordinate client gifts, cards, and flowers to acknowledge milestones and life events
• Plan and organize occasional client and company events, including venue bookings, catering arrangements, and guest list as needed
• Preparing reports, scheduling meetings, managing correspondence, and handling various requests.
• Assist with reporting and client record updates in tax planning software holistaplan
• Track policy delivery receipts and mailing to clients.
• Other duties as assigned

Qualifications

• Minimum 2 years office or administrative experience
• Experience in the financial services industry is preferred but not required.
• Exceptional organizational skills with keen attention to detail.
• Excellent follow-up skills with a proactive approach to tasks and responsibilities.
• Demonstrates initiative, identifying areas for improvement and taking steps to address them effectively.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other office tools.
• Ability to prioritize and manage multiple tasks in a fast-paced environment.
• Professional demeanor and strong interpersonal skills to effectively engage with clients and team members.

Job Type: Full-time

Pay: $18.00 - $28.00 per hour

Schedule:

• Monday to Friday

Work Location: In person

Salary : $18 - $28