Part-Time Executive Assistant
About The Position
J. Arthur Financial is seeking a highly skilled Executive Assistant to act as the advisor’s trusted right hand and ensure every aspect of client service is handled with excellence. In this pivotal, client-facing role, you will oversee and manage the full client experience, from day-to-day service requests to implementing the firm’s broader service strategy. The ideal candidate is proactive, detail-oriented, and thrives on building strong relationships with both clients and the team while anticipating needs and keeping operations running seamlessly. You will act as the right-hand to the Advisor — not just administrative support. You’ll manage a mix of business and personal tasks with discretion, handle critical back-office and client-service support functions, and help maintain our operations and client responsiveness.
Requirements
- 3–7+ years experience as an Executive Assistant or similar role — ideally in a professional services, financial services, or wealth-management environment.
- College degree preferred
- High proficiency with Microsoft Office (Outlook, Excel, Word), comfortable with CRM/data-entry systems, and general tech-savviness.
- Exceptional organizational skills, attention to detail, ability to manage multiple priorities.
- Highest levels of discretion, integrity, confidentiality, and professional judgment.
- Comfortable handling both business and personal administrative tasks (with appropriate boundaries).
- Excellent written and verbal communication skills; good judgment in triaging tasks, requests, and communications.
Responsibilities
- Triage and manage inbound email/communications — filter, prioritize, and escalate appropriately.
- Manage advisor’s calendar: meetings, client appointments, travel planning, and coordination internally.
- Maintain documentation, manage CRM data-entry, and track tasks and follow-ups.
- Oversee routine operational workflows: task prioritization, deadlines, project support, client-service tasks.
- Provide limited personal support as needed (e.g., personal email management, discreet scheduling or errands) — with a high level of discretion and confidentiality.
- Proactively anticipate needs and independently manage administrative workflow to keep the advisor’s output efficient and organized.
- Prepare for and follow up on client meetings
Benefits
- Flexible hybrid schedule with in-office presence 1-2 days a week
- Health insurance stipend (taxable).
- Flexible work from home schedule with the ability to come into the office 2 days a week.
- Two weeks paid time off.
- Opportunity to support a high-net-worth advisory practice, gaining exposure to wealth-management operations and client service.
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
