Stillwater Financial Services · 1 day ago
Executive Office Administrator
Stillwater, OK
Full-time
Onsite
New Grad, Entry Level
$20/hr - $35/hrStillwater Financial is a reputable financial planning firm specializing in investment, tax, and retirement planning for individuals approaching their retirement years. They are seeking a detail-oriented Executive Office Administrator to support day-to-day operations, manage client services, and oversee administrative tasks to ensure smooth office operations.
Investment Management
Responsibilities
Assist the company's leader by managing scheduling, correspondence, and projects
Handle new client document processing, account forms, and compliance paperwork
Provide excellent client service through timely responses to inquiries, meeting scheduling, and regular client communication
Organize schedules, communications, data entry, and document handling in accordance with company standards
Support marketing and community initiatives, including event organization and follow-ups
Maintain accurate records and ensure secure data management
Qualification
Required
Strong organizational abilities and keen attention to detail
Awareness to anticipate the next steps and needs of tasks
Excellent written and verbal communication skills including typing
Proficiency in Google Workspace, CRM software, and digital file organization (familiarity with bookkeeping platforms is a plus)
Demonstrated professionalism and discretion in handling client information
Preferred
Previous experience in administrative, financial services, or executive support roles
Benefits
A supportive and positive team environment.
Comprehensive training and ongoing learning opportunities.
Competitive compensation based on experience.
Opportunities for advancement as the company grows. Including a Financial Advisor track.
Company
Stillwater Financial Services
Welcome to Stillwater Financial, a leading financial planning firm specializing in investment, tax, and retirement planning for individuals who are approaching their retirement years.
Founded in 2022
1 employee
Funding
Current Stage
Early StageCompany data provided by crunchbase