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Executive Assistant (Full-Time, Professional/Finance)

Paducah, KY 42001

Posted: 04/30/2024 Industry: Office/Clerical Job Number: 10987552 Pay Rate: 17-19+

Job Description

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.

 

 

Meet Your Recruiter

Holley Doucet
Accounting Manager / Staffing

Holley joined TempsPlus in 2015 as a placement coordinator. She has extensive experience in accounting, project management, and administration.  Holley’s enjoys a challenge and is focused on the many day-to-day operations of TempsPlus and improving our social presence.

She enjoys reminiscing about her days in FL while enjoying driving during the KY winter with limited snow removal equipment.

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About Paducah, KY

Ready to take the next step in your career in Paducah, Kentucky? Explore our job opportunities in this charming city nestled along the Ohio River. Known for its vibrant arts scene, including the National Quilt Museum and the LowerTown Arts District, Paducah offers a unique blend of culture and opportunity. With landmarks like the flood wall murals and the Carson Center, as well as delicious southern cuisine and outdoor recreation at the Land Between the Lakes National Recreation Area, Paducah has something for everyone. Don't miss out on the chance to grow your career in this enchanting region – browse our job listings now!