Executive Assistant – Financial Services (Festus, MO)

• Salary
• Employee Ownership Plan
• Excellent benefits package available

Hovis & Associates REQUIRES the following:

• Self-motivated, detail oriented, positive attitude, uphold a high degree of confidentiality, organized, and excellent verbal/written communication skills. Proficient in Microsoft Office Suite and Adobe Pro.
• 2 years of experience assisting a Financial Advisor
• Desire for career growth into Junior Advisor, with the expectation to obtain Series 6 & 63 licenses within 2 years of date of hire (training and licensing paid for by Hovis & Associates)

The applicant will be expected to perform the following duties: 

• Primary responsibilities will be to serve as gatekeeper for the President, assist/service financial clients, and support the President of the Firm.
• Prepare for financial services meetings with clients, take notes during meetings, process paperwork, and manage distributions to clients.
• First point of contact on the phone for financial clients, therefore, applicant should possess poise, grace, and know applicable business etiquette including workplace, table manners/meal, professionalism, communication, and meeting etiquette.
• Maintain calendars for Festus office and confirm appointments through texting platforms
• Advanced knowledge of and use of databases
• Update client status in database
• Organize and initiate workflows through office and database; monitor follow-up activities

Please fill out the information and upload your cover letter and resume below.