Executive Assistant - Wealth Management and Financial Company

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

Requirements

• 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

Additional Information

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.

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