About Us

RightPath Wealth Management is a boutique financial advisory firm specializing in retirement planning, tax strategies, and investment management. We are dedicated to delivering exceptional service to retirees and pre-retirees through personalized, holistic planning.

Position Summary

We are seeking an organized, detail-oriented Executive Assistant to provide direct support to the firm’s owner and assist in the daily operations of our wealth management practice. This role requires excellent communication skills, a high level of professionalism, and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities

Schedule, confirm, and manage appointments for the owner and team.
Follow up on paperwork and required documents from prospects and clients.
Manage and maintain the firm’s CRM system, ensuring data accuracy and completeness.
Manage the firm’s email list and prepare/send the monthly client newsletter.
Answer and route incoming calls, providing exceptional client service.
Organize and maintain both physical and digital client files.
Prepare account opening applications and other financial paperwork.
Input client data into financial planning software and generate reports.
Assist in planning, coordinating, and executing marketing campaigns and educational seminars.
Provide any required administrative and operational support to the owner to ensure the smooth running of the firm.

Qualifications

Previous experience in an administrative or executive assistant role, preferably in financial services or a professional office environment.
Strong organizational and time management skills with the ability to prioritize tasks effectively.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and ability to quickly learn new software.
Experience with CRM systems and email marketing tools preferred.
High attention to detail and accuracy in data entry and document preparation.
Ability to maintain strict confidentiality with sensitive client information.

Compensation & Benefits

Competitive salary based on experience.
Potential for performance-based bonuses.
Paid time off and holidays.
Opportunities for professional development and training.

RightPath Wealth Management

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