Executive Assistant
Stonewater Financial is looking for an organized, client-focused Executive Assistant to support our Advisor team. In this role, you’ll be at the center of how we serve our clients — handling the client service, operational, marketing, and administrative work that keeps relationships strong and the practice running smoothly.
This is a high-touch position. You’ll work directly with the president and clients, so we’re looking for someone who genuinely enjoys building relationships, takes pride in getting the details right, and can move confidently between client service, account operations, and marketing throughout the day.
What You’ll Do:
Client Service & Relationship Support
- Help Advisors build and maintain strong client relationships, including ongoing financial planning support and referral source management
- Prepare materials for client meetings and assist with relationship and account reviews
- Produce timely, accurate performance reports for clients
Operations & Compliance
- Open and maintain client accounts, gather statements, and complete required documentation
- Facilitate accurate and timely account setup, money movement, and investment trades
- Proactively engage in risk management, including compliance procedures, account reviews, and inquiries
- Complete operational forms and maintain records in line with regulatory requirements
Business Development & Marketing
- Coordinate and facilitate marketing events for current and prospective clients
- Engage prospective new clients through approved social media channels
What We’re Looking For:
Experience
- At least two years of client relationship experience, with a proven ability to build lasting relationships, internal partnerships, and deliver outstanding client service
- Knowledge of investments, insurance, banking products, financial planning, and financial planning tools is an asset
Skills & Attributes
- Excellent interpersonal and communication skills, both written and verbal
- Strong problem-solving, organizational skills and a high attention to detail
- Comfortable working independently and managing competing priorities
How to Apply
To apply, please send your résumé and a brief cover letter to [email protected]. We review applications on a rolling basis and will reach out to qualified candidates directly.
Stonewater Financial is an equal opportunity employer. We welcome applications from all qualified candidates.