Executive Assistant (series 7 required)
2 days ago
Houston
Dagen is recruiting an Executive Assistant for an independent family-owned financial planning firm in the Galleria area. This is an in-office position. Responsibilities: • Calendar and schedule management: coordinate calendars client meetings, internal reviews, and firm events; manage travel arrangements as needed, • Client follow-up and service delivery: liaise with clients on routine inquiries, action items, and follow-ups; ensure responsive and professional communication on behalf of the advisors., • Paperwork and documentation: prepare and review client correspondence, onboarding documents, account opening packets, and other regulatory or internal forms; ensure accuracy and timely delivery., • Account updates: assist with updating client records, profile changes, contact information, beneficiary designations, and other account-related updates., • Money movement support., • Compliance and governance support: maintain confidentiality and handle sensitive information in accordance with firm policies., • Administrative support: manage onboarding/onshore/offshore schedules, expense Qualifications: • 5+ years of experience as an executive assistant or similar role, preferably in wealth management, financial services, or professional services., • Strong organizational and multitasking skills with meticulous attention to detail., • Excellent written and verbal communication; professional demeanor and high level of client service., • Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint), • Ability to handle confidential information with discretion and integrity., • Must be willing to sit for Series 7., • Problem-solving mindset, proactive approach, and ability to work independently as well as collaboratively., • Bachelor’s degree preferred; equivalent experience considered.