About Us: Align Financial Solutions LLC is a mission-driven company dedicated to helping high-level female executives gain control of their financial lives. As advocates for women's financial wellness, we specialize in providing high-quality advice and services to our clients. Our goal is to empower women to make smarter money decisions and reach their full potential without financial constraints.
Job Summary: We are seeking a diligent and proactive Executive Assistant/Operations Assistant to support our CEO in managing daily operations and client interactions. The ideal candidate will be highly organized, detail-oriented, and capable of providing exceptional service to our clients. This is a growth-oriented role for someone looking to build a long-term career with our rapidly growing firm.
Job Responsibilities:
- Manage the CEO’s calendar and email, ensuring timely and effective communication.
- Proactively identify and execute tasks to streamline daily operations.
- Organize and manage workflows, tasks, and contacts within our CRM system.
- Communicate effectively with clients, both verbally and in writing, maintaining a personable and professional demeanor.
- Learn new skills independently and quickly, demonstrating great work ethics.
- Handle phone communications with professionalism, including outreach for community event collaborations.
- Set up virtual calls with prospects and follow up with their questions.
- Upload content on social media platforms following directions from the CEO.
- Conduct initial vetting calls with potential clients using a strategic and scripted approach.
- Reach out to related field professionals for collaboration opportunities.
- Maintain a high level of attention to detail and work efficiently under pressure in a fast-paced environment.
- Provide high-quality service to ensure client satisfaction and meet tight deadlines.
Qualifications:
- At least 2 years of experience as an executive assistant handling diverse tasks.
- An associate degree or higher is required.
- Excellent verbal and written communication skills.
- Strong organizational skills and the ability to keep the CEO and operations organized.
- Independent and fast learner with great work ethics.
- Comfortable and professional in phone communications and prospect vetting.
- Experience in a financial advisor office is highly recommended but not required.
Application Process:
Please read this carefully. If the requirements are not met, you will not be considered.
- Submit Your Resume in a pdf file.
- Complete All Assessments: Candidates must complete all related assessments to be considered.
- Phone Interview: Record answers to the phone interview questions in an audio format.
- DISC Questionnaire: Be willing to take the DISC assessment upon request if you pass the initial screening.
- Video Submission: Submit a video recording answering the provided questions along with the DISC questionnaire if you pass the initial screening.
This job description is intended to convey information essential to understanding the scope of the role and the general nature and level of work performed by job holders within this job. It is not intended to be an exhaustive list of qualifications, skills, duties, responsibilities, or working conditions associated with the position.
Align Financial Solutions LLC offers significant growth potential as the company expands. We are looking for someone committed to working diligently and efficiently, providing high-quality service, and thriving in a fast-paced environment. If you meet these qualifications and are excited about the opportunity to grow with us, we encourage you to apply.
Job Type: Part-time
Pay: $17.00 - $25.00 per hour
Expected hours: 20 – 25 per week
Benefits:
- Professional development assistance
Education:
Experience:
- administrative support: 2 years (Required)
Work Location: Remote
