Executive Assistant to CEO Job Vacancy in Lincoln Financial Advisors California – Latest Jobs in California
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Company Name : Lincoln Financial Advisors
Location : California
Position : Executive Assistant to CEO
Job Description : Job Title: Executive Assistant to a Financial PlannerStatus: Full Time flexible 32-40 hoursRemote Work: Hybrid in office and home, or 100% in office if preferredNon-ExemptPay Range: Depending on experience and requirementsRelevant Work Experience: 5+ yearsJob Category: Senior Level Administrative and Client Support ServicesJob DescriptionAbout us -We are an established retirement and financial planning practice in San Ramon, CA. Our clients are people we care deeply about helping achieve their financial goals and dreams. We are a purpose-filled organization that believes having solid financial plans allows people to live the lives they truly desire, not only during their working years, but through retirement, and for their future generations, as well. We are looking for a dynamicExecutive Assistant to help us deliver on our promise and contribute to a delightful client experience along the way.The RoleWe are looking for an experienced Executive Assistant who is a pro at helping busy executives run a small, but growing planning business. You are the type of person who loves supporting the day to day, while also supporting clients and making sure they are happy and well taken care of. You enjoy working in a collaborative environment and are the type of person who takes initiative to figure things out and get things done. You are tenacious when it comes to follow through and details rarely slip through your grasp. You are thorough and extremely detail oriented. You love to be in an environment where you are constantly learning and catch on quickly. You adapt easily to change, enjoy taking on new challenges, but also don’t mind doing the little things that help keep a business running smoothly. You are positive, energetic and would consider yourself an“A Player” who wants to be a major contributor to a business, be rewarded accordingly, and also grow your career as the practice grows.The Job Responsibilities –Help busy Financial Professionals with running a growing practiceSupport client meetings from start to finishProvide service to our practice’s best clientsProvide administrative support to the financial planning processSupport marketing and business expansion projectsTrack key practice metricsMake sure nothing falls through the cracksOther projects as neededWe offer -A supportive and professional environment, a salary commensurate with your experience and a real opportunity for professional development. A bonus plan and benefits are available.To apply-Email your resume, cover letter (we’d love to see your communication skills) and salary requirements to us.Equal Opportunity EmployerThis financial planner is a registered representative of Lincoln Financial Advisors Corp.Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies.CRN-3857777-100721Job Types: Full-time, Part-timePay: $45,000.00 – $65,000.00 per yearBenefits:Paid time offSchedule:8 hour shiftSupplemental Pay:Bonus payEducation:High school or equivalent (Preferred)Experience:Microsoft Excel: 3 years (Preferred)Microsoft Powerpoint: 5 years (Preferred)Work Location: Multiple Locations
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