Job Description

Job Summary

Bear Market Financial Services is seeking a highly organized, proactive

Executive Assistant

to support the daily operations of our growing financial firm. This role is essential to keeping the firm running smoothly--providing administrative support to leadership, coordinating client-facing tasks, and helping ensure our office operates with precision, professionalism, and efficiency.

If you excel at managing details, staying ahead of deadlines, and creating structure in a dynamic environment, this is an ideal opportunity to make a meaningful impact.

Key Responsibilities

Communicate directly with both prospective and current clients. Provide direct administrative support to firm leadership, including scheduling, email management, and task coordination Prepare and organize documents, client files, meeting materials, and follow-up communications Assist with client service tasks such as appointment preparation, form completion, and tracking outstanding items Manage office operations and general workflow organization Identify opportunities to improve processes, enhance efficiency, and streamline administrative systems

Qualifications

Excellent written and verbal communication skills Previous administrative or executive assistant experience (financial services experience preferred but not required) Strong organizational skills with exceptional attention to detail Ability to manage multiple tasks and deadlines with calm, professional execution High level of discretion and professionalism when working with confidential information Comfortable learning new systems and software (CRM and financial tech experience is a plus) Positive, solutions-oriented mindset and ability to work both independently and as part of a team

Why Bear Market Financial Services

At Bear Market Financial Services, you'll join a team where authentic relationships and meaningful client outcomes are at the heart of everything we do. We're more than just a financial firm--we're a trust-based, family-focused retirement firm committed to helping clients achieve a simple, comfortable retirement that's tailored to them.

Here's what sets us apart:

Personalized, goal-driven approach.

We don't believe in one-size-fits-all solutions. Every client's aspirations, circumstances, and attitudes toward risk are different--and our team builds strategies around those unique factors.

Depth of experience.

Led by founder Curtis C. James, who brings over a decade of insurance and financial services experience, our team emphasizes clarity, honesty, and direct communication with clients.

Commitment to client education and long-term relationships.

We believe retirement planning is too important for regrets. Through client education, thought leadership, and one-on-one guidance, we help families feel confident about their futures.

Collaborative, high-integrity culture.

When you join Bear Market, you're part of a team that views clients like family. We prioritize honesty, transparency, and proactive service--not just in words, but in every interaction.

Opportunity to make a real impact.

As our Executive Assistant, you'll play a key role in supporting the team behind the scenes--ensuring operations run smoothly and enabling our advisors to focus on delivering exceptional service to clients. Your work helps shape the experience our clients receive from day one.
Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Paid time off Retirement plan Vision insurance
Application Question(s):

What makes you believe that you would be a good fit for the team here at Bear Market Financial Services? (Be specific! We read these!)
Work Location: In person