Executive Assistant | Wealth Management and Financial Company

Job Description

Position OverviewWe are seeking a highly organized, proactive, and positive Executive Assistant to support theleadership team of a fast-paced wealth management and financial planning firm. This role willprimarily support the founder/CEO and work closely with the COO and President to keeppriorities, communication, scheduling, and initiatives moving efficiently.The ideal candidate is experienced supporting senior executives, thrives in fast-movingenvironments, can manage competing priorities, and is comfortable serving as a trustedgatekeeper and organizational partner.

Key ResponsibilitiesExecutive & Administrative Support● Manage complex calendars, scheduling, and meeting coordination● Coordinate domestic travel arrangements and itineraries● Monitor and manage executive inboxes● Delegate tasks and communications appropriately● Prioritize emails and action items within CRM workflows● Ensure deadlines, initiatives, and follow-ups stay on track● Work closely with leadership to maintain organizational alignment

CRM & Workflow Management● Utilize Salesforce CRM to organize tasks, priorities, and communications● Create and maintain prioritized action lists● Track ongoing projects and accountability items● Support internal workflow coordination across departments

Communication & Client Coordination● Coordinate client-related logistics and follow-ups● Draft and respond to communications on behalf of executives when appropriate● Serve as a professional point of contact for clients and internal stakeholders● Build trusted relationships with clients and team membersSocial Media & Marketing Support● Post approved content to LinkedIn and company social channels● Utilize compliant posting systems (e.g., SaySocial)● Assist with maintaining consistent executive and company visibility onlinePersonal Assistance (Occasional)● Assist with occasional personal administrative tasks● Help streamline day-to-day logistics to maximize executive productivity

Ideal Candidate Profile● Previous experience supporting C-level executives or founders● Exceptional organizational and time management skills● Strong written and verbal communication abilities● Highly proactive, resourceful, and detail-oriented● Comfortable operating in high-pressure and fast-paced environments● Positive, upbeat personality with strong interpersonal skills● Able to balance professionalism with personable communication● Strong discretion and confidentiality standards● Comfortable adjusting communication style based on urgency and workload

Preferred Qualifications● Experience in financial services, wealth management, or regulated industries preferredbut not required● Familiarity with Salesforce CRM● Experience managing executive travel and schedules● Experience handling client-facing communications

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