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