Executive Assistant to Financial Professional
Job in
Warner Robins, Houston County, Georgia, 31099, USA
Listed on 2026-03-03
Listing for:
Retire By Design
Full Time
position Listed on 2026-03-03
Job specializations:
-
Administrative/Clerical
Job Description & How to Apply Below
This is a prominent Investment Advisory & Estate planning firm. This position is for a person with the skills and experience described herein.
Job duties include, but are not necessarily limited to the following:- Client/account service, client appointment-setting.
- Handling phone lines and client communications.
- Processing new accounts.
- Maintaining client CRM system/ files.
- Assist with marketing projects, including educational workshops.
- Social Media Marketing.
- Excellent written & verbal communication skills.
- Strong interpersonal skills for effective client interactions.
- Proficiency in Microsoft Office Suite.
- Social Media marketing.
- Excellent computer skills & familiarity with all common office equipment.
- Ability to multi-task & be a fast learner.
- Minimum 4 years of substantial office admin experience, or substantive professional secretarial experience.
- Retirement Plan.
- Paid holidays/sick leave.
- Flexible working hours.
- Growth opportunities.
- Pleasant, challenging & educational work environment.
- Starting compensation: $19-21/ hr based on skillset & experience.
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