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.
