Job description

Executive Assistant

Damon Financial is seeking an experienced Executive Assistant to work with, and report to, a highly successful, established Financial Advisor in our Medway office. The purpose of this role is to help the Financial Advisor effectively and efficiently run and grow their practice. This Advisor runs a complex business offering a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy.

Duties and responsibilities may include but are not limited to:

Work directly with clients

Assist in case design and development

Prepare client presentation materials

Process new business applications for insurance, annuities and investments

Maintaining client database and files

Draft letters and documents

Maintain customer confidence and protect operations by keeping information confidential

Perform general office duties and administrative tasks

Qualifications, Characteristics and Requirements:

Minimum of 4 years of experience in a professional office environment at a financial services company

College education

Excellent people skills, positive friendly attitude

Excellent communication skills, written, verbal and email

Diligent, responsible, punctual, detail-oriented, organized with strong time management skills

Expertise with Microsoft Office
Ability to make decisions and solve problems

Compensation: 75-85k base salary based on experience, bonus and benefits

Job Type: Full-time

Pay: $75,000.00 - $85,000.00 per year

Benefits:

• Flexible schedule
• Health insurance
• Paid time off
• Retirement plan

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• No weekends
• On call

Ability to commute/relocate:

• Medway, MA 02053: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Preferred)

Experience:

• Financial concepts (Preferred)

Shift availability:

• Day Shift (Preferred)

Work Location: In person

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