Executive Assistant

Park Street Advisors is a Forbes “Best-In-State Top Next-Gen Wealth Advisors” and “Best-In-State Top Financial Security Professionals” award winning firm.

Our commitment is to provide our clients with unmatched service that makes them feel understood, special, and professionally supported while always maintaining our integrity and core values.

The Executive Assistant manages scheduling, client communication, client experience, and administrative tasks to ensure the advisors can focus on client relationships and strategic financial planning.

range $60,000-$80,000 depending on experience + best in class benefits.

include, but are not limited to:

• Manage calendar and email inbox for wealth management advisor
• Schedule client meetings
• Manage client experience
• Keep electronic files organized
• Update and maintain CRM system
• Coordinate all mailing
• Generate various reports
• Track licensing/certifications

• Commitment to maintain a high degree of confidentiality
• Work effectively with people at all levels
• Present a helpful, get-it-done attitude
• Strong written and oral communication skills
• High attention to detail and organizational skills