Executive Assistant/Office Manager

Company Description FrontPoint Wealth Management, LLC partners with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. to provide clients with securities and advisory services through registered representatives and a registered investment advisor. Cambridge Investment Research, Inc. is a broker/dealer and member of FINRA/SIPC, helping ensure regulatory oversight and client protection. FrontPoint Wealth Management focuses on delivering personalized wealth management and financial guidance supported by these established institutions. While FrontPoint and Cambridge are not affiliated companies, their collaboration enables a comprehensive range of investment and advisory solutions for clients.

Role Description The Executive Assistant role at FrontPoint Wealth Management, LLC is a Part-time, on site/ remote position based in Edmond, OK. The Executive Assistant will support daily office operations, including managing calendars, scheduling appointments, organizing client meetings, and maintaining records and files. Responsibilities include answering and directing phone calls, greeting clients, handling incoming and outgoing mail, and preparing basic correspondence and documents. The role also involves assisting with data entry, updating client information, coordinating with advisors and team members, and ensuring a professional, well-organized office environment. Hours common hours would be from 9am-2pm with additional flexibility.

Qualifications

• Candidates should possess strong Executive Assistance and Clerical Skills to manage office operations, documentation, and scheduling tasks efficiently.
• Candidates should possess excellent Phone Etiquette and Communication skills to interact professionally with clients, vendors, and team members.
• Candidates should possess Executive Administrative Assistance capabilities to support leadership with calendar management, meeting coordination, and confidential information handling.
• Relevant skills such as proficiency with office software (e.g., Microsoft Office or similar tools), attention to detail, and strong organizational abilities are beneficial.
• Prior experience in a financial services or professional office environment, along with a high school diploma or equivalent; post-secondary education or certifications in office administration are a plus.
• Ability to work on-site in Edmond, OK, maintain confidentiality, manage multiple priorities, and deliver reliable, client-focused support.

Pay: $15,000.00 - $25,000.00 per year

Benefits:

• Flexible schedule
• Professional development assistance

Work Location: In person