Woodward Financial Advisors is seeking a Client Service Associate & Executive Assistant to join our growing independent Wealth Management firm located in Chapel Hill, NC. Come be a part of our team of hard-working, dedicated, and fun-loving individuals!
The Client Service Associate & Executive Assistant is the welcoming face of our firm and a key member of our Operations Team. This hybrid role combines client service, office management, executive support, and business operations. Every day, you'll help create exceptional experiences for our clients while supporting our advisors and Leadership Team behind the scenes.
This is a highly collaborative role with broad responsibility across the firm. One moment you may be greeting clients for a meeting, the next coordinating executive calendars, planning travel, managing office operations, or helping execute a marketing initiative. Your work will allow our advisors to spend more time serving clients while enabling our Leadership Team to focus on the strategic growth of the firm. We're looking for someone who enjoys taking ownership, identifying opportunities for improvement, and making an immediate impact.
What you'll get to do immediately:
Client Experience
- Welcome clients, prospects, vendors, and guests with warmth and professionalism
- Answer and direct incoming phone calls while managing the firm's Zoom phone system
- Prepare conference rooms and ensure every client meeting delivers an exceptional experience
- Coordinate client birthday cards, milestone gifts, holiday gifts, and appreciation initiatives
Executive Assistant to Leadership
- Manage calendars for members of the Leadership Team
- Coordinate internal and external meetings with clients, centers of influence, vendors, and strategic partners
- Schedule business travel, conferences, hotels, and itineraries
- Assist with scheduling and preparation for quarterly planning sessions, leadership meetings, and strategic projects
- Prepare meeting agendas, presentations, reports, and other executive materials
- Track action items and assist with follow-up on key initiatives
- Manage incoming mail and organize executive correspondence and communications
- Handle confidential information with professionalism and discretion
- Anticipate leadership needs and proactively remove administrative obstacles
Office Operations
- Coordinate advisor calendars and client meeting scheduling
- Manage and optimize the firm's Calendly scheduling platform
- Maintain a welcoming, organized, and professional office environment
- Maintain office supplies, kitchen inventory, refreshments, flowers, and meeting materials
- Coordinate office maintenance, vendor relationships, and building needs
- Assist with website updates, social media, newsletters, and firm communications
- Support new business onboarding and CRM administration
- Help maintain accurate information within Salesforce
- Coordinate onboarding logistics for new employees, including office setup, equipment, and business cards
- Become a commissioned Notary Public
- Assist with special projects and continuously improve firm systems and processes
You are a good fit if you:
- Are exceptionally organized and detail-oriented
- Enjoy creating exceptional experiences for others
- Can successfully prioritize multiple responsibilities in a fast-paced environment
- Possess outstanding written and verbal communication skills
- Are proactive and naturally anticipate the needs of others
- Exercise sound judgment and maintain confidentiality
- Enjoy solving problems and improving processes
- Work well independently while collaborating closely with a team
- Have a Bachelor's degree or equivalent professional experience
- Have strong proficiency with Microsoft Office and enjoy learning new technology
You are a GREAT fit if you have ALL of the above qualities, plus...
- Love giving and receiving open, honest feedback
- Find satisfaction in helping others be successful
- Notice the small details that elevate an experience from good to exceptional
- Thrive in a role where every day is different
- Enjoy creating systems, checklists, and processes that improve efficiency
- Regularly ask yourself, "How can we make this even better?"
- Love bringing order to complexity
- Take ownership without waiting to be asked
- Believe hospitality and professionalism go hand in hand
Who we are:
Our firm's culture and human capital are our most important assets. In addition to placing strong importance on hiring and retaining the best and brightest minds, we walk our talk by providing:
- A competitive base salary with a performance-based compensation program and long-term career path
- Health, dental, and vision insurance
- 401(k) with annual employer contribution
- Educational reimbursement, conference attendance, professional development, and continuing education support
- Mentorship and learning opportunities in a collaborative team environment
- A one-month paid sabbatical after five years with the firm, and every five years thereafter
Where we live and why we love it:
Pursuing a career in Chapel Hill, NC means you'll enjoy a vibrant university community, beautiful outdoor spaces, and an exceptional quality of life. We are:
- Located in a brand-new office with free gym access and gated parking
- Conveniently situated between the Blue Ridge Mountains and North Carolina's beautiful beaches
- Near Raleigh-Durham International Airport (RDU)
- Home to the University of North Carolina, one of the nation's premier public universities
- Proud to call one of America's most desirable communities home
Pay: $60,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid parental leave
- Paid time off
- Professional development assistance
- Tuition reimbursement
- Vision insurance
Work Location: In person
Pay: $60,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Application Question(s):
- Describe your experience in roles such as executive assistant, office management, or administrative support.
- This role combines client service, executive support, office management, and operations. Which aspect of this role excites you most, and why?
- This role requires managing multiple priorities throughout the day. Please describe a time you successfully balanced several competing priorities.
Education:
Experience:
- Executive administrative support: 1 year (Required)
Ability to Commute:
- Chapel Hill, NC 27517 (Required)
Work Location: In person
