A Paducah Financial Advisor is seeking an Executive Assistant.

The right candidate will have strong attention to detail and an understanding of money management.

Basic duties of a Executive Assistant to Financial Advisor:

• Assist financial advisors with daily activities, including maintaining calendars, preparing correspondence, and providing customer service
• Interact with clients in person and over the phone
• Prepare and review new account paperwork
• Facilitate and resolve client service requests
• Apply a working knowledge of operations/client-service processes
• Work independently, effectively, and efficiently
• Ensure paperwork is prepared and provided for all client meetings
• Handle confidential and/or sensitive information responsibly
• Maintain admin functions of the office such as office supplies and mail
• Perform other duties as assigned

Skills and Experience of Executive Assistant to Financial Advisor

• At least two (2) years of financial services/insurance experience OR banking
• Detail oriented and able to work in a fast-paced environment
• Committed to providing exceptional customer service
• High degree of comfort managing multiple tasks simultaneously
• Strong character and a positive attitude
• Proficient with Microsoft Office—especially Excel
• Experience with large sum accounts

As an Executive Assistant, one must feel comfortable in a professional front office setting and have excellent customer service skills.

Any background or experience in finance is helpful, but not required.