Executive Assistant

Executive Assistant to Business Owner & Private Wealth Advisor

We are seeking a highly organized, proactive, and technologically proficient Executive Assistant to support a business owner and Private Wealth Advisor. This role serves as a trusted partner responsible for managing the day-to-day flow of client service, business operations, and personal administrative needs.

Key Responsibilities

• Manage and balance a dynamic calendar that includes client meetings, business commitments, and personal appointments.
• Maintain and oversee CRM (Salesforce client relationship manager) records, workflows, follow-up tasks, and client service activities.
• Serve as the primary point of contact for phone calls and email communications, ensuring prompt, professional, and client-focused responses.
• Screen, prioritize, and manage communications on behalf of the business owner.
• Coordinate meetings, travel arrangements, events, and other logistical needs.
• Track projects, deadlines, and action items to ensure timely completion.
• Organize digital files, documents, and administrative processes to improve efficiency.
• Provide personal executive support while maintaining the highest level of confidentiality and discretion.

Qualifications

• Proven experience as an Executive Assistant, Administrative Assistant, or similar role supporting a business owner or executive.
• Strong CRM and Microsoft Office proficiency; ability to quickly learn and leverage new technologies and software platforms.
• Exceptional phone, email, and written communication skills.
• Organizational, multitasking, and problem-solving abilities.
• Ability to manage multiple priorities independently in a fast-paced environment.
• Professional, detail-oriented, and highly trustworthy.

Ideal Candidate

The ideal candidate is technology-forward, resourceful, and thrives on creating organization out of complexity. They are an excellent communicator, comfortable interacting with clients and business partners, and capable of seamlessly balancing personal and professional responsibilities on behalf of the business owner.

Pay: $60,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person