Company Description

Nightingale Wealth Solutions is a fiduciary wealth management and financial planning firm offering more than just financial advice and investment products. We prioritize the well-being and support of our clients, providing guidance and assistance outside of anyone with the same last name. Our team is dedicated to delivering exceptional service and personalized solutions.

Position Overview: We are seeking a dynamic and organized individual to join our team as an Executive Personal Assistant. This role is pivotal in providing comprehensive support to ensure seamless operations and exceptional client service at Nightingale Wealth Solutions. The ideal candidate will embody the spirit of Mary Poppins – efficient, resourceful, and capable of turning every task into an opportunity for excellence.

Key Responsibilities:

Office Management: Implementing and maintaining office systems, procedures, and policies to ensure organizational effectiveness and efficiency.
Project Management: Coordinate and oversee various projects to ensure deadlines and objectives are met.
Client Hospitality: Provide warm and professional hospitality to clients visiting the office.
Client Meeting Preparation: Assist in preparing materials and logistics for client meetings, ensuring a professional and welcoming environment.
Phone, Email, and Calendar Management: Handle incoming calls, emails, and maintain an organized calendar for efficient scheduling.
Event Planning and Follow-Up: Plan and execute events from inception to completion, including post-event follow-up and evaluation.
Meeting Coordination and Objection Handling: Schedule meetings, manage conflicts, and adeptly handle client inquiries and objections.
Personalized Client Communications: Craft thoughtful birthday and anniversary cards for clients to maintain strong relationships.
Magazine Article Management: Manage subscriptions and organize relevant articles for reference and client engagement.
Client Folder Organization: Maintain accurate and well-organized client records and documents.
Form Completion: Assist in completing various applications and new client forms accurately and promptly.
Social Media Management: Maintain and enhance our social media presence with engaging content and timely updates.
Newsletter Creation: Create (with the assistance of advisors) and distribute a monthly newsletter to keep clients informed and engaged.
Office Maintenance: Perform light cleaning duties to maintain a tidy and welcoming office environment.
Travel: Coordinating travel plans including hotel, flights, etc.

Qualifications:

Proven experience in a similar role, ideally within a financial or professional services environment.
Exceptional organizational and time management skills with the ability to prioritize tasks effectively.
Strong communication skills, both written and verbal, with a keen eye for detail.
Proficiency in Microsoft Office Suite and familiarity with social media platforms.
Ability to handle confidential information with discretion and professionalism.
A proactive and adaptable approach, with a strong commitment to client satisfaction.

Nightingale Wealth Solutions

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