Job Position: Remote Executive Administrative Assistant
Company: Equitable Advisors Affiliated Wealth Management Practice
Pay: Full-time hourly $25-30/HR with bonus opportunity
Job Summary
We are seeking a motivated & highly organized Executive Administrative Assistant to join our close-knit financial planning team! We are a privately-owned wealth management practice affiliated with Equitable Advisors that advises over $150 million in client assets as of July 2026. In this role, you will provide comprehensive administrative support to two primary senior financial advisors, ensuring smooth daily operations and enhancing overall efficiency.
Responsibilities
- Manage client communications and scheduling, including appointment coordination, calendar management, meeting reminders, and follow-up for required documents and signatures.
- Support client account administration through accurate data entry, preparation and processing of paperwork, document management, and maintain strict confidentiality.
- Deliver exceptional client service by professionally handling phone calls, emails, and client inquiries with excellent communication and customer service skills.
- Coordinate with internal departments and service teams to facilitate account servicing, paperwork processing, and timely resolution of client requests.
- Provide executive administrative support to the two Senior Financial Advisors while helping ensure the efficient day-to-day operation of our wealth management practice.
Skills
- Proven experience in office management or administrative roles with clerical experience preferred
- Strong computer literacy including proficiency in Microsoft Office (Word, Excel, PowerPoint), Microsoft Teams, data entry, and typing skills
- Excellent organizational skills with the ability to multitask effectively in a fast-paced environment
- Exceptional written and verbal communication skills, with the ability to communicate professionally and courteously via email and phone
- Time management skills to prioritize tasks efficiently and meet deadlines consistently
Join us as an Executive Assistant where your energy drives success! We value proactive individuals who thrive on supporting leadership through exceptional organization, clear communication, and dedicated service. This role is perfect for someone eager to grow their career in office administration and prefers remote work flexibility without the need for micromanagement.
Benefits:
- Flexible schedule/ Work from home
- Generous scheduling flexibility with unpaid time off available upon approval
- Medical/Dental/Vision (higher hourly pay if not needed)
Work Location: Remote with some in person
Pay: $25.00 - $30.00 per hour
Benefits:
- Dental insurance
- Flexible schedule
- Vision insurance
Work Location: Hybrid remote in Honolulu, HI 96813
