Executive Administrative Assistant

Position Purpose

Reporting directly to an owner of the company, the Executive Assistant is a high-level, multi-function support role designed for a proactive execution professional. This position goes beyond traditional administrative tasks—it combines executive assistance with proactive account management to serve as a self-motivated, process driven administrator. Operating under high expectation, low-touch management, your primary goal is to take complete ownership of daily execution, streamline operations, and free up at least 20% of the Executive’s capacity so he can focus on high-leverage growth, and business development.

This is an in office role with set hours.

How You’ll Make an Impact

• Elevate operational support from “okay” to an extraordinary standard of execution.
• Protect and optimize the Executive’s time, reclaiming 20%+ of his bandwidth for revenue-generating activities.
• Act as a reliable operational anchor for client accounts, delivering seamless service and timely follow-through.

Key Responsibilities

• Executive Support & Calendar Mastery: Manage daily scheduling, priority tracking, and calendar optimization to keep the Executive focused on high-value tasks.
• Proactive Workflow Ownership: Identify bottleneck issues, manage action items end-to-end, and execute solutions independently without requiring constant instruction.
• Account Management: Serve as a key operational liaison for client accounts, overseeing client onboarding, task follow-ups, and ongoing communication flows, following our established Account Management processes and working as a productive member of the Account Management team.
• Recruitment & Growth Support: Assist with recruitment efforts including postings, candidate coordination, resume screening, and interview scheduling.
• Communication & Correspondence: Screen incoming requests, draft professional correspondence, and ensure client inquiries receive timely, top-tier responses.
• Operational Execution: Coordinate vendor relationships, manage key documentation, and ensure day-to-day business operations run smoothly.
• Event Planning & Coordination: Plan, coordinate, and execute client appreciation events, corporate gatherings, and executive meetings, and recruiting events with flawless detail and logistics.

What You Must Bring to This Role

• 5+ years of executive support experience: Proven track record directly supporting executive-level leadership in a high-demand environment - required.
• Financial Services industry experience - preferred.
• Proactive Execution & Proactive Mindset: Self-sufficient problem solver who thrives with low-touch management and takes complete accountability for outcomes - required.
• A natural detail orientations and long-standing dedication to a detailed job, well done - required.
• Tech Proficiency: proficiency of Microsoft Office/ Google Workspace, modern web-based collaboration tools, practice with AI tools, and comfortability working with a computer, software, and online services- required.
• Purpose and Values alignment - required.

Values

• Loved by God: Our foundation is built on the idea that being loved by God provides strength and assurance. This relationship drives us to seek His will and strive for excellence in all we do.
• Humble Hero: We serve with humility, fighting for what is right and just. We care deeply about our community, approaching our work without arrogance, and always striving to make a positive impact.
• Better Together: We believe in the power of collaboration. Achieving great things is always better when done together, fostering strong, healthy relationships within our team and with our clients.
• Master Simplicity: We aim for clarity and simplicity in all we do. Whether managing complex financial portfolios or engaging with clients, we prioritize straightforward communication and living a balanced, uncomplicated life.

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• Paid time off

Experience:

• Executive administrative support: 4 years (Preferred)

Language:

• English (Required)

Work Location: In person