Executive Assistant to the CEO

About Piazza Wealth Management
We are a fiduciary financial planning firm with a national clientele—headquartered in Northwest, Ohio—that specializes in serving football coaches, business owners, and medical professionals. Our philosophy is rooted in providing clarity, confidence and peace of mind for our clients through our personalized financial planning process. We believe financial planning should be relationship-first and in alignment with what matters most to each family we serve through a high-touch, quarterback-style advisory experience.

Role Summary

The Executive Assistant to the CEO is a critical organizational team member responsible for ensuring the efficiency, effectiveness, and organization of the CEO’s day-to-day operations. This individual serves as a trusted liaison, managing executive priorities, coordinating key initiatives, and supporting business objectives. The ideal candidate is highly organized, proactive, technologically proficient, and deeply committed to delivering exceptional service while maintaining the highest level of professionalism, discretion, and attention to detail.

Key Attributes & Values Fit

· Present: Fully engaged with team members and clients

· Positive: Solution-oriented, professional, and service-minded

· Purposeful: Intentional in execution, communication, and preparation

· Consistent: Reliable delivery of high-quality, accurate work

Qualifications

Must-Have

· Proficiency in Microsoft Office Suite

· 4+ years of experience in office administration

· Strong written and verbal communication skills

· Exceptional attention to detail, multi-tasking and follow-through skills

Nice-to-Have

· Notary (Ohio)

· Experience working in our current organization systems (Canva, Calendly, Adobe)

· Customer Relationship Manager (CRM) experience (ideally RedTail)

Core Responsibilities

Executive Support

Purpose: Protect the CEO’s time, attention, and energy.

· Calendar Management (Personal & Professional Integration)

· Inbox Management (Email, Social Media, Phone)

· Meeting Coordination

· Travel Planning

· Priority Management

Excellence Metric: The CEO is focused on the highest-value activities and proactive rather than reactive.

Personal Administration

Purpose: Reduce personal and family administrative burdens to create more capacity at work and home.

· Family Calendar Management

· Personal Appointments

· Gift Purchasing & Special Occasions

· Holiday & Travel Coordination

· Personal Reminders & Task Management

Excellence Metric: Personal logistics are handled efficiently, allowing the CEO to be fully present at work and at home.

Project Management

Purpose: Ensure key initiatives move forward on time and with excellence.

· Book Launch

· Client Events & Experiences

· Social Media (Firm & CEO) Coordination

· Vendor/Bill Paying Coordination

Excellence Metric: Projects are completed on schedule and without requiring constant CEO oversight.

Relationship & Office Management

Purpose: Strengthen relationships by delivering a memorable, white glove experience reflecting the PWM brand and values for clients and community partners.

· New Client Welcome & Onboarding Experiences

· Office Experience Coordination

· Client Gifts & Recognition

· Volunteer & Community Engagement

· Gratitude & Appreciation Initiatives

Excellence Metric: Clients, centers of influence, and community partners feel valued, cared for and connected.

Work Environment

This is an in-office, highly collaborative role at our Sylvania Township, Ohio headquarters and will work closely with the CEO, advisors and team members to deliver a “white-glove” client experience.

Compensation & Benefits

· Base Salary: $50,000 - $70,000+, based on experience

· Performance-based bonus opportunity

· Health, dental, and vision insurance

· Retirement Plan with employer match

· Paid time off and holidays

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person