About the Company: Join a high-performing private wealth management team supporting the CEO, key advisors, and leadership operations.
About the Role: This role is a blended role of executive assistant and operational support, giving you exposure to alternative investments, CRM systems, and financial workflows.
Responsibilities:
- Manage CEO and executive calendars with precision, coordinating meetings, reminders, and pipeline tracking while ensuring time optimization and travel logistics
- Gather, organize, and maintain client tax documents including K-1s, 1099s, and alternative investment paperwork
- Support client onboarding and account maintenance in Fidelity, Schwab, and Salesforce systems, ensuring accuracy and timeliness
- Prepare client reviews and manage operational data entry using eMoney, MoneyGuidePro, Orion, and internal CRMs
- Execute EA tasks including email management, meeting confirmations, and contact updates while aligning with CEO preferences
- Collaborate closely with the Head of Client Experience and advisory team to streamline processes, maintain compliance, and drive operational efficiency
Qualifications:
- 35 years of executive assistant experience with strong organizational skills
- 13+ years of operational support experience in finance or wealth management preferred
- Experience with CRM systems, preferably Salesforce, and proficiency in Outlook, Calendly, and other scheduling tools
- Detail-oriented, reliable, and skilled in data entry, document management, and operational workflows
- Familiarity with life insurance and alternative investment products is a plus
- Ability to manage multiple priorities, communicate effectively, and anticipate executive needs
Preferred Skills:
- Experience in finance or wealth management
- Familiarity with life insurance and alternative investment products
Pay range and compensation package: Salary up to $1,700/month
If you are a detail-oriented, organized, and professional Executive Assistant, we welcome your application!
