Are you a highly skilled executive assistant well-versed in financial services? Do you love anticipating the needs of your executive and being the orchestrator of their work life? Are you looking to work for a small/tight knit team who has a huge impact on the lives of others?

If you answered YES! then we have a great opportunity for you. Join the team at Ownership Advisors!

Intro for Company

Based in Independence Ohio, Ownership Advisors helps plan and protect wealth to optimize and honor family and business legacies. We do this through a combination of sophisticated insurance planning and protection solutions. As a legacy architect, we lead with the “soft stuff” of family dynamics before designing customized protection and insurance funding solutions. We are paid exclusively through fees and financial products that are fully disclosed.

So, you must be a financial planner or investment advisor? Not exactly. We fill gaps in traditional financial services that fail to embrace generosity, stewardship, and family legacy dynamics.

Learn more on our website: ownershipadvisors.com

Summary of Responsibilities

Our Executive Assistant supports our President, Richard Tanner. This role will be responsible for many important administrative tasks from coordinating schedules with staff and clients, to working on diverse and interesting projects, as well as meeting the day to day needs of the office and keeping all aspects of the office running smoothly. This is an in-office position.

Essential Functions

• 60% executive assistant, 40% office manager
• General office management
• Coordinate and schedule client and new business meetings
• Calendar and data base management
• File management
• Assist in compliance oversight, licensing, continuing educating etc.
• Assist and manage projects as needed
• Enter expenses, checks, and deposits into QuickBooks
• Human resources, benefits administration, and payroll tasks
• Banking and related tasks

Education, Experience, and Skills Required

• Bachelor’s Degree or relevant experience
• 3-5 years of administrative experience, executive assistant preferred
• Working knowledge/proficiency in life insurance, financial planning and/or wealth management, a must
• Experience with QuickBooks, a plus
• Familiarity with standard industry CRM systems (SmartOffice) a plus
• Industry-related licensing and broker dealer compliance experience preferred
• Human Resources, benefits administration, payroll, and 401k plan experience a plus
• Adept with technology, a must

Compensation

• $60,000-$75,000 salary DOE
• Performance-based Bonus
• Medical
• Dental
• Life Insurance
• Long Term Disability Insurance
• Accidental Death & Dismemberment Insurance
• 401K Retirement plan with company match
• Time off - 6 weeks including holidays, personal and sick time
• Maternity - 6 weeks paid leave

Personal characteristics needed to be successful in this role

• Ability to anticipate needs
• Strong relationship builder
• Professional and polished
• Organized with a high attention to detail and follow-through
• Excellent verbal and written communication skills
• Ability to work independently
• Problem solver
• Confident
• Warm, caring, patient, and calm

How to Apply

• Apply with your updated Resume
• Include cover letter telling us one thing that appealed to you about our posting
• Include references or letters of recommendation

We have a formal recruiting process and have a relationship with Zephyr Connects LLC, whom we use for the screening and hiring process. If you are selected for the next step you will get instructions from Annie, our recruiter, within 3 days of your submission. Everyone will be contacted.

Ownership Advisors provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Ownership Advisors complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

ZC1

Alternative Titles: Office Manager, Office Administrator, Executive Assistant, Personal Assistant, Assistant, Administrative Assistant

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Independence, OH: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Have you submitted a cover letter per the application requirements?

Experience:

• Administrative: 3 years (Preferred)
• life insurance, financial planning and/or wealth management: 1 year (Preferred)

Work Location: One location

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