Shape Your Career with a Growing Financial Services Firm!

Nielsen Financial Services (Osaic Wealth Inc. affiliate), is a supportive and family-oriented firm dedicated to helping clients achieve their financial goals. We're seeking a highly organized and personable Executive Assistant to play a vital role in our daily operations and client relationships.

In this full-time, on-site position, you'll be more than just an assistant – you'll be a key contributor to our success. You'll manage client interactions, provide crucial administrative support to our advisors, and help us maintain a seamless and professional office environment.

Responsibilities:

• Assist in scheduling client meetings and preparing meeting agendas, as well as managing post-meeting tasks. 
• Professionally handle phone calls and provide excellent customer service.
• Accurately record all client interactions and correspondence in our CRM system (Redtail) and other relevant software.
• Handle confidential client information with the utmost discretion and security.
• Provide administrative support to the CFP and Registered Investment Advisor.
• Assist with the preparation of client reports and other documentation.
• Maintain a clean, organized, and professional office environment.

Qualifications:

• Exceptional attention to detail and organizational skills are paramount.
• Must successfully pass a securities background check.
• 2 years minimum prior experience as an administrative assistant.
• Finance/Investment industry experience preferred.
• Proven customer service experience.
• Demonstrated punctuality and professional demeanor.
• Comfortable and effective in communicating with clients over the phone, via email, and in person.
• Proficiency in Microsoft Office Suite and general PC software.
• Unwavering commitment to high ethical standards and integrity.
• Experience using CRM platforms is preferred.
• Ability to navigate stairs multiple times throughout the day (office is multi-level).

To Apply:

Please submit your resume (including a detailed work history), at least one professional reference, and a summary highlighting your relevant qualifications. Candidates meeting our initial requirements will be contacted for a phone interview. Details regarding benefits and hourly pay will be discussed during the interview process.