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Executive Assistant

Company: Callahan Financial Planning Company
Location: San Rafael
Posted on: February 16, 2020

Job Description:

Note: This position is available in a full-time or part-time capacity

Callahan Financial Planning is seeking to hire an executive assistant who has experience working in in a professional financial services environment. This is a non-exempt, hourly pay position, with the wage based on the applicant's experience.

This position is an opportunity to gain valuable experience in wealth management and personal finance, working directly with very nice families that you'll come to know well and the executive team at our firm. Someone entering this role has growth potential as our company grows and is looking for client service, operations, financial planning, and other roles to be filled, should such a job path be desired.

Callahan Financial Planning is an Omaha-based, fee-only fiduciary financial planning and investment advisory practice with 6 offices across the United States today. Founded 9 years ago, the firm is growing quickly and requires employees that can easily adapt to a rapidly changing environment. A typical employee interacts with a wide variety of new and different software platforms, that often change to adapt to competitive pressures and industry advances.

A qualified candidate should expect to:

  • Responsible for overall office activities and providing support to management and coworkers.
  • Work in a small team providing integral support to a growing office.
  • Manage the reception area to ensure in-person, telephone and online client communications are of the highest quality to the public
  • Write and manage emails from clients, media, staff and others
  • Place and receive calls from clients, media staff and others
  • Maintain and assist in the management of all necessary office and client records
  • Assist in the ongoing compilation of financial statements and reports
  • Conduct business with a high degree of confidentiality
  • Assist in maintaining the maintenance and appearance of the office and its facilities
  • Greet, interact with and answer calls for current and prospective clients with inquiries about their financial plan or potentially becoming a client
  • Support for office legal compliance by studying rules and laws affecting our industry and ensuring compliance
  • Assist and support other financial planning staff members as needed
  • Be involved in general activities for the company and other support as needed by your coworkers
  • Take detailed notes about every interaction with clients, prospects and outside firms
  • Maintain a professional appearance and attitude in all activities and interactions
  • Assist the CEO and corporate officers with any requested tasks
  • Perform other duties as assigned by supervisor

    Requirements

    Education:
    • Bachelor's Degree or Associate's Degree
    • 2 years + experience in interacting with clients in a high-quality service environment, and executive assistant experience is also preferred but not required
    • Experience related to the financial services industry, accounting, audit, law or administrative support
      Qualifications:
      • Ability to understand sophisticated financial, legal and math concepts
      • Strong planning and organizational skills
      • Strong software proficiency in various word processing, spreadsheet and other modern web-based software applications
      • Well-developed interpersonal, communication and presentation skills
        All candidates applying to work with us should:
        • Be passionate about personal financial planning, and understand and value the difference a fee-only financial planning approach makes (service without a salesperson)
        • Be willing to assist and interact with clients (or prospective clients) to provide support with all their financial questions
        • Aspire to be a part of building a financial planning company that's never been built before
        • Possess a desire to grow within our company

          Benefits

          • Comprehensive health, dental & vision insurance for you and your family
          • Retirement plan with matching company contribution
          • First time homebuyer program providing $7,500 for employees towards their down payment (After 1 year of employment, with a vesting schedule after)
          • Employee wellness reimbursement plan (gym membership or other fitness reimbursement)
          • Long term disability insurance
          • Life insurance
          • Paid holidays
          • Paid vacation
          • Free nutritious snacks and drinks in the workplace for employees
          • Access to various participating Midtown Crossing merchant employee discounts

Keywords: Callahan Financial Planning Company, San Rafael , Executive Assistant, Other , San Rafael, California

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