Executive Assistant

Manage calendars, scheduling, and meeting logistics for advisors and firm leadership. Serve as a first point of contact for clients by phone, email, and in person, ensuring a warm and professional experience. Prepare, proofread, and organize client-facing documents, agendas, and correspondence. Support CRM data entry and maintenance to keep client records accurate and current.

Handle general office administration: mail, supplies, vendor coordination, and expense tracking.

Requirements

Strong written and verbal communication skills, with a professional and client-first demeanor. High attention to detail and comfort managing multiple priorities in a fast-paced office. Proficiency with Microsoft Office (Outlook, Word, Excel) and comfort learning new software, including CRM systems. Discretion and sound judgment when handling confidential client and financial information.

A proactive, self-starter mindset and genuine interest in supporting a collaborative team.

Benefits

Comprehensive health, dental, life, and short and long term disability insurance. 401(k) with company match. Generous paid time off. Direct mentorship from senior advisors, with a clear path to expanded client responsibility. Competitive base salary plus performance based incentive compensation. A small, collaborative firm environment with direct access to leadership and a real seat at the table.