Executive Assistant, Financial Services
- Source: LinkedIn
- Continuum Wealth Advisors, LLC
- On-site
- Saratoga Springs
- Full-Time
- Mid level
Job Description
Continuum Wealth Advisors — Saratoga Springs, NY (On-site)
Compensation $50-$65k, based on experienceIf interested, apply here (NOT on LinkedIn): https://www.forgent.io/role/continuum-ea
About Continuum Wealth Advisors
Continuum Wealth Advisors is a growing independent Registered Investment Advisor dedicated to helping retirees and families make confident financial decisions. We pride ourselves on exceptional client service, operational excellence, and a collaborative culture. We are looking for an organized, proactive professional who enjoys creating order, anticipating needs, and supporting a high-performing team.
Position Summary
This position is much more than answering phones and managing calendars. As our Executive Assistant & Client Operations Coordinator, you will become an integral member of our leadership team, helping advisors stay focused on serving clients while ensuring our office runs smoothly. Over time, you’ll assume increasing responsibility for client operations, technology systems, and firm initiatives.
What You’ll Do
• Provide executive support including calendar management, scheduling, meeting preparation, and follow-up.
• Deliver a first-class client experience by greeting visitors, coordinating meetings, and preparing materials.
• Assist with Schwab account paperwork, client maintenance requests, and CRM updates.
• Maintain organized digital files and process client documentation.
• Coordinate office operations including mail, supplies, vendors, and internal logistics.
• Support quarterly reporting, newsletters, and client communications as responsibilities expand.
Qualifications
• 2+ years in an administrative or executive support role preferred.
• Excellent organizational and communication skills.
• Strong attention to detail and follow-through.
• Professional, client-first attitude.
• Financial services experience is a plus.
• Ability to learn systems including Advyzon, Schwab Advisor Center, Asset-Map, Jump, DocuSign, and Microsoft 365.
What Success Looks Like
• You proactively solve problems before they become issues.
• You keep advisors organized and clients informed.
• You continuously improve office processes.
• You take ownership and thrive in a growing business.
Benefits
• 401(k) with employer match
• Profit sharing
• Paid Time Off
• Insurance premium reimbursement (if applicable)
• Professional development and growth opportunities
Skills
- ability-lms
- docusign
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