Job Details

Executive Assistant

Are you a self-starting, self-sufficient, highly organized individual looking for an opportunity to have a key role in supporting a fast-paced business owner? Our established financial services firm, Stone Oak Wealth Management in San Antonio, TX is looking for an Executive Assistant to assist us in our mission of helping clients achieve their financial goals.

This is your chance to play a key role in the future success of our fast-growing organization! The anticipated career path for this position is to transition into a Registered Client Service Associate (CSA) role.

Minimum Requirements:

• Associates Degree
• 2+ years of Executive Assistant experience in a busy office
• Intermediate to advanced skills with MS Office Suite
• Advanced Skills calendaring
• Experience with CRM systems

This position requires that you possess the following skills:

• Ability to prioritize projects and manage time
• Provide outstanding customer service
• Excellent communication – both verbal and written
• Good-natured, positive attitude
• Self-directed initiative
• A desire for continuous learning
• Detail oriented with a sharp eye for detail
• Ability to adhere to complex regulatory and compliance requirements

Responsibilities:

• Schedule client meetings
• Answer phones and greeting clients at the front door
• Coordinate firm events
• Order office supplies
• Research
• Prepare reports and presentations
• Keep databases up to date and accurate
• Schedule team events
• Maintain confidential information
• Follow through on any outstanding projects
• Various industry specific tasks
• Learn the CSA roles and responsibilities

Salary:

• TBD

Benefits:

Enjoy Time with Family and Friends

• Flexible paid time off

Enjoy Your Sunset | Retirement

• Employees can contribute to our Roth 401(k), and we contribute 3% of compensation

Who Are We?

• A faith centric team with weekly prayer time and access to firm chaplain

Staying Healthy

• A group health insurance plan
• We pay 100% of employees only dental and vision insurance and the majority of your employee only health insurance
• Health Savings Account (HSA)
• Flexible paid time off to go to the doctor, dentist, optometrist etc.

Free Workouts

• Free onsite gym

Want To Lend a Hand?

• We provide support to charities financially and with flexible paid time-off to volunteer.

Room for Your Ride

• Free, access to parking garage on-site

Supporting Your Educational Growth

• If you desire, we will help you obtain your license and certification

Hours:

• Monday – Friday: 8:00 am – 5:00 pm

Presented by Advisor Employee Services Thank you for your interest in the Executive Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!