Senior Executive Assistant

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Who We Are Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Summary The Executive Assistant provides high-level administrative support to Senior Leadership. This role demands exceptional organizational abilities, sound judgment, and a high degree of discretion in handling sensitive and confidential matters. Operating in a fast-paced, dynamic environment, the Executive Assistant must be proactive, detail-oriented, and an effective communicator. The ideal candidate demonstrates initiative, professionalism, and a collaborative mindset, ensuring seamless support to the leadership. This role requires strong self-motivation and effective use of remote collaboration tools.

Key Responsibilities

• Manage daily calendars, meetings, and appointments with flexibility and discretion
• Draft and edit emails, memos, and communications on behalf of executives
• Plan and execute internal and external meetings, including logistics, catering, and presentation materials
• Arrange corporate travel, including itineraries, transportation, lodging, and meeting accommodations, and handle last-minute changes
• Support occasional marketing initiatives in collaboration with the Marketing Department
• Coordinate and maintain Senior Leaders’ calendars and expense reports and provide administrative support on various tasks as required
• Prepare presentations, spreadsheets, and other documents as requested. Assist with special projects, often involving research and data collection
• Handle confidential matters and independently manage special assignments
• Provide general administrative support and participate in team meetings and training sessions
• Mentor junior administrative staff and model exceptional client service across the organization

Qualifications

• Bachelor’s degree and 3+ years of experience supporting senior executives, preferably in financial services
• Advanced proficiency in Microsoft Outlook, Word, PowerPoint, and strong skills in Excel
• Highly organized, adaptable, and capable of managing multiple priorities independently
• Strong interpersonal skills and ability to build relationships across the organization
• Demonstrated integrity, initiative, and reliability
• Excellent verbal and written communication skills, with the ability to tailor messaging to various audiences
• Commitment to confidentiality and discretion in all aspects of the role. Some travel may be required

What We Offer We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $111,000 – $130,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire and You… Better Together! *Wealthspire Advisors is an inclusive Equal Employment Opportunity e…