Executive Assistant

<ul>
<li>Manage calendars, scheduling, and meeting logistics for advisors and firm leadership.</li>
<li>Serve as a first point of contact for clients by phone, email, and in person, ensuring a warm and professional experience.</li>
<li>Prepare, proofread, and organize client-facing documents, agendas, and correspondence.</li>
<li>Support CRM data entry and maintenance to keep client records accurate and current.</li>
<li>Handle general office administration: mail, supplies, vendor coordination, and expense tracking.</li>
</ul><h2>Requirements</h2><ul>
<li>Strong written and verbal communication skills, with a professional and client-first demeanor.</li>
<li>High attention to detail and comfort managing multiple priorities in a fast-paced office.</li>
<li>Proficiency with Microsoft Office (Outlook, Word, Excel) and comfort learning new software, including CRM systems.</li>
<li>Discretion and sound judgment when handling confidential client and financial information.</li>
<li>A proactive, self-starter mindset and genuine interest in supporting a collaborative team.</li>
</ul><h2>Benefits</h2><ul>
<li>Comprehensive health, dental, life, and short and long term disability insurance.</li>
<li>401(k) with company match.</li>
<li>Generous paid time off.</li>
<li>Direct mentorship from senior advisors, with a clear path to expanded client responsibility.</li>
<li>Competitive base salary plus performance based incentive compensation.</li>
<li>A small, collaborative firm environment with direct access to leadership and a real seat at the table.</li>
</ul>