Executive Assistant
Elevation Financial Group
Santa Fe, NM US
Posted ago
Elevation Financial Group

Executive Assistant - Wealth Management Industry

***Please complete all assessments! We do not consider any applicant until all assessments are completed. Thank you!***

We’re looking for a motivated self-starter who is looking to grow their career. If you enjoy interacting with clients in a professional services environment and making a daily impact on the overall business, this opportunity is for you!

We enjoy a healthy work/life balance. We work hard and then go home to our lives.

You will be provided with the training and tools you need to understand the important regulatory financial standards and to succeed.


  • $45,000 - $58,000 annual - depending on proven years of experience and skills


  • Health, Vision, and Dental Insurance
  • 10 Standard Holidays paid days off
  • 12 Base paid time off (PTO) days per year
  • Birthday paid day off
  • Quarterly bonus (eligibility dependent upon reaching performance standards)
  • Retirement plan with company match
  • Complimentary financial planning


What you will be doing:

  • Maintains calendars and prioritizes meeting requests and related logistics
  • Provides administrative support to the Financial Advisors in a successful women-owned business
  • Coordinates internal/external meetings and conference calls
  • Handles a high volume of phone calls and interacts with business leaders in a professional and effective manner while maintaining confidentiality
  • Responds to and follows up on client requests
  • Maintains an understanding of the group’s policies and handles certain tasks and responsibilities independently
  • Responsible for participation in general administrative duties (copying, filing, faxing, archiving), ad-hoc projects, events, etc.
  • Orders supplies and keeps inventory well-stocked


What we’re looking for:

  • Enjoys working within a professional environment
  • Knows how to dress for success
  • Associate or bachelor’s degree preferred
  • Ability to handle highly sensitive, confidential, and non-routine information
  • Strong administrative skills as demonstrated in the legal and tax industries
  • Demonstrated dependability and sense of urgency about getting results
  • Ability to successfully handle multiple projects and priorities at the same time
  • 3+ years of client-facing administrative experience
  • Strong comfort level with technology and learning new software and enterprise programs
  • Understands a high transactional multi-tasking environment
  • Knowledge of office management systems and procedures
  • Be flexible and willing to perform administrative tasks that are necessary for a small group environment
  • Excellent organizational, planning, problem-solving, and project managing skills, with the ability to multitask and be detail-oriented
  • Great written and verbal communication skills with an excellent customer service attitude with the internal team, clients, and visitors
  • With a calm and confident demeanor, possess the ability to solve problems quickly and efficiently and gain the trust of our team and clients

$45,000 - $58,000 yearly
About Elevation Financial Group

Elevation Financial Group is a full-service financial planning firm in Santa Fe, New Mexico. Our approach combines tax-smart investing with a plan that lays out and keeps you on a path to achieve your goals. We're a firm passionate about helping other women feel empowered and in control of their finances.

Our team is committed to giving back to the Santa Fe community and going above and beyond for our clients.

***Please complete all assessments! We do not consider any applicant until all assessments are completed. Thank you!***

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