Executive Administrative Assistant

We are seeking a highly organized, proactive, and detail-oriented Executive Administrative Assistant to support a business owner in a fast-paced financial services environment. This individual will play a critical role in daily operations, helping ensure the office runs efficiently while delivering a high level of service to clients.

This is an ideal opportunity for someone who thrives behind the scenes, anticipates needs before they arise, and is motivated by making a meaningful impact on both the team and the clients we serve.

Benefits:

• Health Insurance is negotiable.
• SEP IRA Eligible after three years.

Key Responsibilities:

• Provide direct administrative and operational support to the business owner
• Manage scheduling, calendars, and coordination of meetings and appointments
• Assist with client communications, including calls, emails, and meeting preparation
• Prepare, process, and track paperwork with a high level of accuracy and timeliness
• Help coordinate client meetings, events, and follow-ups
• Maintain organized systems and ensure compliance with industry standards
• Identify opportunities to improve processes and enhance efficiency
• Act as a point of contact to help ensure a seamless client experience

Qualifications:

• Prior administrative experience required; experience supporting executives is a plus
• Previous experience in the financial services industry (or a related field) preferred
• Strong customer service skills with a client-first mindset
• Exceptional organizational skills and attention to detail
• Ability to prioritize, multitask, and manage time effectively in a fast-paced environment
• Proactive mindset with the ability to anticipate needs and solve problems independently
• Professional communication skills, both written and verbal
• High level of discretion and integrity
• Proficiency with standard office and CRM systems

What We’re Looking For:
We’re looking for someone who is diligent, forward-thinking, and takes pride in their work. The ideal candidate is not just reactive, but anticipates what needs to be done and takes initiative. They are energized by helping others succeed, enjoy being part of a collaborative environment, and are genuinely excited to come to work each day.

Pay: From $20.00 per hour

Work Location: In person