Executive Assistant to Advisor

Hiring Advisor: Gio Salvetti

About Us

We are a San Franisco-based financial planning practice, we believe wealth is more than numbers on a page - it’s about creating confidence today and leaving a lasting impact for tomorrow. Our team works with families and business owners to protect what matters most, seize opportunities, and design legacies that endure.

Our approach is rooted in three things: clarity, conviction, and care. We translate complex financial strategies into simple, actionable plans and we stay present through every stage of life’s changes. As we expand, we’re looking for people who match that same energy -passionate, driven, and committed to making a real difference in the lives of the clients we serv e.

Position Overview

Seeking a detail-oriented and proactive Executive Assistant to support a growing financial advisory practice. This role plays a critical part in ensuring a seamless client experience, maintaining efficient internal workflows, and supporting the advisor(s) in delivering high-quality financial planning and investment services.

The ideal candidate is highly organized, detail-oriented, exercises sound judgment and discretion, and can manage multiple priorities in a fast-paced environment.

Key Responsibilities

Administrative Support

• Manage the advisor’s calendars, including scheduling meetings, appointments, and travel
• Coordinate internal and external meetings; prepare agendas and capture meeting notes
• Screen calls, emails, and correspondence, responding or escalating as appropriate
• Prepare reports, presentations, and briefing materials

Client Service & Relationship Support

• Serve as a point of contact for client service and operational requests
• Prepare and process client paperwork with accuracy and timeliness
• Assist in meeting preparation, including generating reports and client-ready materials
• Maintain client records and ensure data accuracy in CRM systems

Communication & Coordination

• Act as a liaison between advisors, clients, and internal/external stakeholders
• Draft, review, and edit correspondence and communications
• Coordinate projects and follow up on deliverables and deadlines
• Support special projects, research, and data analysis
• Assist with planning events, client meetings, and firm offsites

Advisor & Business Support

• Support advisor(s) with scheduling, meeting logistics, and follow-ups
• Assist with reporting, performance summaries, and portfolio documentation
• Track key business metrics and assist with operational reporting
• Support implementation of new tools, systems, and technology

Confidentiality & Discretion

• Handle sensitive information with a high level of confidentiality
• Maintain professionalism and discretion in all interactions

Qualifications

Required

• Bachelor’s degree or equivalent experience
• 1–3+ years of experience in an operations or assistant-type role
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Strong organizational and time-management skills
• Excellent written and verbal communication skills

Core Competencies

• Strong attention to detail
• Ability to multitask and prioritize effectively
• Problem-solving and critical thinking skills
• Interpersonal skills and professionalism
• Adaptability and initiative

Compensation & Growth

• Part-time
• $25.00/ hourly
• Flexible in-office position in San Francisco. SoMa District.
• Opportunity for career growth into operations leadership or advisory support roles
• Potential pathway to licensing and expanded responsibilities

Why Join Us

• Collaborative and client-centric culture
• Opportunity to help build and scale a growing advisory practice
• Exposure to all aspects of wealth management operations
• Meaningful impact on client outcomes and firm success