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.