# Executive Assistant

**Company:** [Waggoner Financial](http://jobs.workable.com/companies/tZ6VCSEHXFZ5JWHDRMg3FB.md)
**Location:** Lansing, United States
**Workplace:** on site
**Employment type:** Full-time

[Apply for this job](http://jobs.workable.com/view/25c410a8-c0bc-4e23-9f6d-e1d66400a348)

## Description

-   Manage calendars, scheduling, and meeting logistics for advisors and firm leadership.
-   Serve as a first point of contact for clients by phone, email, and in person, ensuring a warm and professional experience.
-   Prepare, proofread, and organize client-facing documents, agendas, and correspondence.
-   Support CRM data entry and maintenance to keep client records accurate and current.
-   Handle general office administration: mail, supplies, vendor coordination, and expense tracking.

## Requirements

-   Strong written and verbal communication skills, with a professional and client-first demeanor.
-   High attention to detail and comfort managing multiple priorities in a fast-paced office.
-   Proficiency with Microsoft Office (Outlook, Word, Excel) and comfort learning new software, including CRM systems.
-   Discretion and sound judgment when handling confidential client and financial information.
-   A proactive, self-starter mindset and genuine interest in supporting a collaborative team.

## Benefits

-   Comprehensive health, dental, life, and short and long term disability insurance.
-   401(k) with company match.
-   Generous paid time off.
-   Direct mentorship from senior advisors, with a clear path to expanded client responsibility.
-   Competitive base salary plus performance based incentive compensation.
-   A small, collaborative firm environment with direct access to leadership and a real seat at the table.