High Point Financial Group LLC · 16 hours ago
Executive Assistant
United States
Part-time
Remote
Mid LevelHigh Point Financial Group is a boutique, planning-first wealth management firm. They are seeking a Part-Time Executive Assistant to support the Lead Advisor with client communications, project management, and organizational tasks to ensure timely execution of planning processes.
Financial ServicesInsuranceWealth Management
Hiring Manager
Erik Brandt, CPFA
Responsibilities
Manage the Lead Advisor’s calendar, scheduling, and meeting flow
Assist with inbox management, prioritization, and follow-ups
Track ongoing projects, deadlines, and action items
Serve as a buffer to distractions and ad hoc requests
Create structure around tasks, priorities, and commitments
Draft and send professional client emails and follow-ups
Coordinate meeting scheduling, confirmations, and prep
Support onboarding and ongoing client service requests
Ensure clients feel proactively supported and informed
Maintain accurate records in Salesforce CRM
Track client tasks, planning milestones, and follow-through
Support planning workflows and implementation steps
Assist with eMoney or other planning software (experience is a plus)
Assist with social media engagement and content creation
Draft and organize SOPs, internal documentation, and workflows
Create PDFs, client-facing materials, and internal process docs
Help keep systems organized, current, and usable
Qualification
Required
Experience as an Executive Assistant in wealth management, law, accounting, or consulting
Experience as a client service / operations professional in a professional services environment
Exceptionally organized and detail-oriented
Comfortable managing multiple priorities independently
A strong written and verbal communicator
Proactive, reliable, and execution-focused
Comfortable working closely with one primary decision-maker
Preferred
Experience in wealth management or financial services
Familiarity with Salesforce, eMoney, or planning software
Experience managing social media or digital content
Life & Health license and/or Series 7 / 66 (or willingness to obtain)
Company
High Point Financial Group LLC
With more than 150 years of combined experience in the financial services industry, our firm offers local, independent, unbiased professional service to help create an insurance and financial blueprint for your future.
Founded in 1994
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Michael Stahl ChFC®, LUTCF®
Partner
Company data provided by crunchbase