Job Openings McCulley Financial Group: If You Love to Create Impeccable Client Experiences, Join Our Team as Executive Assistant

About the job McCulley Financial Group: If You Love to Create Impeccable Client Experiences, Join Our Team as Executive Assistant

Please Note: This job is being posted on behalf of McCulley Financial Group (mcculleycompanies.com) by Great Assistant (greatassistant.com/). Great Assistant is a company that works with entrepreneurs to match them to assistants.

Founded by Kort McCulley, a family-focused entrepreneur and former golf pro, McCulley Financial Group specializes in investment advisory and financial planning services. Our commitment to prudent stewardship, lifelong learning, community building, and finding balance serves our clients with unmatched dedication and excellence. At McCulley Financial Group, we're not just managing finances; we're building a community that supports meaningful work, including initiatives like cancer research, and emphasizes the importance of balance in life.

If you're passionate about service, excel in organization, and thrive in roles where meticulous organization and proactive problem-solving are key, we'd love to hear from you. Join McCulley Financial Group in our mission to serve our clients and make a significant difference in the world, one financial plan at a time. We invite you to apply for the Executive Assistant position to our founder, Kort McCulley, and join us in our pursuit of excellence and making a real impact in people's lives.

We are seeking an Executive Assistant who is passionate about service, excellence, and making a real difference in people's lives, aligning with our core values.

Some of your responsibilities will include:

  • Manage and optimize Kort McCulley's calendar for efficient scheduling and meeting preparation.
  • Follow-up on meetings with concise notes and actionable items.
  • Maintain and update client files and documents promptly.
  • Update CRM and planning details in eMoney, keeping client data current and accurate.
  • Assist in preparing meeting documents and client applications.
  • Support both client onboarding and maintenance tasks.
  • Manage email inbox, calendar, and travel planning, including some light management of personal items.

In addition to these responsibilities, the ideal candidate must be:

  • Exceptional organizational skills and attention to detail.
  • Strong communication and interpersonal skills.
  • Tech-savvy with a fast and reliable internet connection and a modern computer.
  • A self-starter who can work independently and as part of a team.
  • Aligned with our core values of service, excellence, and community involvement.
  • Experience in administrative roles preferred, with experience in financial services or a related field being a plus.

You'll need to be familiar with these tools:

  • Microsoft Suite

You'll need to come ready to learn and be trained on the following tools:

  • Calendly
  • Redtail CRM
  • eMoney
  • DocuSign

Position Details

  • This is a 1099 contractor position.
  • Part-time position at 20-25 hours per week, with the potential to grow into 30-40 hours per week.
  • Flexible hours within a supportive and dynamic team environment.
  • The pay rate is $25/hr. USD
  • Were looking for someone to become a long-term (3+ years) member of our team.

**Please do not contact Kort McCulley or McCulley Financial Group directly. Doing so will disqualify you for the position.**