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Executive Assistant - Birmingham

Company: Claire Myers Consulting
Location: Birmingham
Posted on: June 12, 2021

Job Description:

The Executive Assistant is primarily responsible for the support of the Wealth Management Advisor. They will also be responsible for helping to maintain client relationships by providing a high level of customer service, as well as managing marketing initiatives to enhance the overall client experience.

These duties include but are not limited to:

  • Anticipate personal needs of the Advisor to allow for a seamless flow during the day
  • Manage flow of communication between advisor and team members through use of technology
  • Ensure advisor is prepared for meetings and focused work blocks by providing accountability
  • Maintain an efficient, organized calendar that allows the Advisor to focus his energy on building client relationships. This will include office and some personal engagements
  • Read, monitor and delegate the Advisor's email to team when appropriate
  • Act as liaison between shared services team and advisor
  • Run point on the client experience and build relationships with new and existing clients:
  • Identify areas of opportunity for re-engagement by the advisor
  • Set reviews with existing clients
  • Set meetings with potential new clients
  • Proactive communication with clients throughout all stages of the planning process
  • Organize and maintain client and business files
  • Develop and sustain a level of professionalism among staff and clientele
  • Cross-train in other support roles


  • Experience in administrative support or customer service required
  • Excellent oral and written communication skills.
  • Excellent organizational and time management skills and ability to multitask, set priorities and meet deadlines.
  • Excellent interpersonal skills
  • IT literacy including intermediate skills in Word for Windows and Microsoft PowerPoint and basic knowledge of Microsoft Excel. Apple product proficiency is ideal.
  • Strong attention to detail with the ability to work with a high degree of accuracy.
  • Experience in problem-solving
  • Professional office skills
  • Ability to work in a fast-paced environment.
  • Ability to work both independently and in a team
  • Ability to maintain confidentiality
  • Ability to take independent action to make sound decisions
  • Ability to be flexible and open-minded


$35,000-45,000 per year

Keywords: Claire Myers Consulting, Birmingham , Executive Assistant - Birmingham, Other , Birmingham, Alabama

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