Executive Assistant | Wealth Management and Financial Company

Position Overview

We are seeking a highly organized, proactive, and positive Executive Assistant to support the

leadership team of a fast-paced wealth management and financial planning firm. This role will

primarily support the founder/CEO and work closely with the COO and President to keep

priorities, communication, scheduling, and initiatives moving efficiently.

The ideal candidate is experienced supporting senior executives, thrives in fast-moving

environments, can manage competing priorities, and is comfortable serving as a trusted

gatekeeper and organizational partner.

Key Responsibilities

Executive & 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 members

Social 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 online

Personal 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 preferred

but not required

● Familiarity with Salesforce CRM

● Experience managing executive travel and schedules

● Experience handling client-facing communications