27 days old

Executive Assistant

Kelly Services
Boca Raton, FL 33434
Executive Assistant/Client Success Specialist needed in Boca Raton, FL - This is a Direct Hire position in the Wealth Management industry. **_The company is seeking an individual with experience in the wealth management industry._**

Salary: $50 - $60/K

Hours: Full-time, Monday - Friday 8:00 a.m. - 5:00 p.m.

**Position: Experienced Wealth Management Executive Assistant**

Critical features of this job are described under the headings below. They may be subject to change at any time due to reasonable accommodation or other reasons.


The Experienced Wealth Management Executive Assistant will enhance the client relationship by supporting Wealth Advisors with service and operational duties. This position is an integral part of the Wealth Advisor group as well as the Operations Team. They are responsible for ensuring all service and operational aspects of the client relationship and accounts are properly maintained. They will also ensure the effective operation of the office location. This role will often be the primary contact for client inquiries and account maintenance requests. They are organized, efficient, and detail-oriented in a fast-growing and fast-paced environment.


+ Bachelors degree required

+ Series 65 a plus

+ Experience working within the wealth management and/or family office industry

+ Embody mission, values and culture of the company

+ Excellent follow-through skills

+ Possess strong financial and analytic skills

+ Able to work independently and take initiative

+ Strong computer and technology skills and expertise in Microsoft Excel, Word, and PowerPoint.

+ Familiarity with contact relationship management software, particularly salesforce, a plus.

+ Excellent interpersonal and telephone skills.

+ Excellent writing skills, organizational skills, and attention to detail.

+ Excellent attitude and an extraordinary client service orientation.

+ Ability to handle multiple tasks and operate on tight deadlines.

+ Be adaptable

+ Ability to thrive in a fast-paced environment


Specific duties include, but are not limited to:

+ First in line to answer the phone utilizing exceptional client service

+ Service client needs and requirements as determined through electronic and in-person client interaction

+ Coordinate calendars and schedule meetings for company CEO, oftentimes involving our clients and business partners

+ File, scan, and organize documents

+ Handle shipping/receiving of client and internal mail

+ Maintain Salesforce data base regular clean up

+ Provide back-up and cross-training to the other Specialists.

+ Proactively contact clients to enhance client relationship

+ Complete onboarding paperwork for new clients

+ Complete, submit, and monitor client servicing paperwork

+ Greet Clients and make them feel comfortable when visiting the office

+ Maintain client and prospect information in our records database

+ Assist clients, financial advisors and operations with client needs.

+ Assist operations in day-to-day functions.

+ Assist in developing processes and procedures that enhance accuracy and streamlines processes.

+ Draft, review, or edit client correspondence for the Advisors, if needed.

+ Perform general clerical and operational duties as assigned

+ Complete special projects as assigned.

+ Order office supplies, coordinate staff luncheons, offer clients refreshments; prepare coffee

The employee is expected to adhere to all agency policies and to act as a role model in the adherence to agency policies.

**Get a complete career fit with Kelly** **** **.**

Youre looking to keep your career moving onward and upward, and were here to help you do just that. Our staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career.

**About Kelly** ****

At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.

Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kellys Human Resource Knowledge Center.
Kelly complies with the requirements of Californias state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.
Posted: 2022-09-02 Expires: 2022-10-03

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Executive Assistant

Kelly Services
Boca Raton, FL 33434

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