Executive Assistant for Financial Advisor Are you ready to join a team that is dedicated to helping clients achieve their financial goals in Boise, ID? Boise Retirement Coach is seeking an Executive Assistant for a Financial Advisor. In this role, you will play a pivotal part in supporting the advisor to provide top-notch service to our clients. Your organizational skills and attention to detail will be key in managing administrative tasks efficiently. With a competitive hourly salary of $20 - $23, you'll have the opportunity to grow and develop in a dynamic financial advisory firm. Come be a part of a team that values professionalism, excellence, and client satisfaction. Apply today and embark on a rewarding career journey with us. Responsibilities: Administer all areas of the client process including but not limited to: • Schedule and confirm client appointments via phone and email • Welcome clients and guests in a professional manner • Answer and direct incoming communications and visitors both in person and via a multi-line phone system • Prepare, organize, coordinate, and maintain client paperwork • Assist with vendor communication including package delivery and preparing outgoing mail items • Record notes from appointments, assign tasks, record opportunities, and assist in creating a follow-up plan • Process changes to any address, phone, email, and bank information • Review applications, beneficiary forms, and other change requests for accuracy and completeness • Generate account paperwork including statements • Process client withdrawal, wire, and check requests, ensuring any relevant comments are documented appropriately • Research and resolve client service problems for errors as needed • Process and record all transactions on appropriate logs • Set up client files and obtain necessary information • Communicate necessary follow-up with clients • Update and maintain relationship management system • Assist in planning and coordinating client events • Preparing client reports (Morningstar Albridge) • Support ongoing efforts for growth with new clients and continuous interaction with current clientele to provide an excellent client experience • Maintain a clean and orderly office environment • Interact with a wide variety of companies to obtain needed information or request that certain actions be taken and follow up to ensure processes are completed in a timely manner • Obtain working industry knowledge and overall familiarity with relevant internal and Broker-Dealer resources • Other duties as assigned Qualifications: • 2+ years of experience as an executive assistant • Proficient in Microsoft Office suite • Strong skills in using spreadsheets • Part-time position, approximately 25 hours • Demonstrated ability to manage multiple tasks and priorities efficiently Compensation: $20 - $23 hourly

• Administer all areas of the client process including but not limited to: • Schedule and confirm client appointments via phone and email • Welcome clients and guests in a professional manner • Answer and direct incoming communications and visitors both in person and via a multi-line phone system • Prepare, organize, coordinate, and maintain client paperwork • Assist with vendor communication including package delivery and preparing outgoing mail items • Record notes from appointments, assign tasks, record opportunities, and assist in creating a follow-up plan • Process changes to any address, phone, email, and bank information • Review applications, beneficiary forms, and other change requests for accuracy and completeness • Generate account paperwork including statements • Process client withdrawal, wire, and check requests, ensuring any relevant comments are documented appropriately • Research and resolve client service problems for errors as needed • Process and record all transactions on appropriate logs • Set up client files and obtain necessary information • Communicate necessary follow-up with clients • Update and maintain relationship management system • Assist in planning and coordinating client events • Preparing client reports (Morningstar Albridge) • Support ongoing efforts for growth with new clients and continuous interaction with current clientele to provide an excellent client experience • Maintain a clean and orderly office environment • Interact with a wide variety of companies to obtain needed information or request that certain actions be taken and follow up to ensure processes are completed in a timely manner • Obtain working industry knowledge and overall familiarity with relevant internal and Broker-Dealer resources • Other duties as assigned