Executive Assistant

About the Company

Merit is a fast-growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients receive tailored solutions that promote growth and help achieve financial goals. Merit addresses retirement challenges in America by helping clients reach financial freedom and confidence.

Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility, and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest-growing companies list in both INC 5000 and Georgia’s Fastest 40.

About the Role

The Executive Assistant serves as the central point of contact and support for our Executive Leadership Team to achieve business objectives by organizing and effectively leveraging the time, priorities, and scheduling of our Chief Executive Officer and President using independent judgment and discretion. This includes communications, scheduling, and preparation. The position manages and maintains knowledge to influence, connect, and leverage relationships, business tools, and information to strategically drive effectiveness and efficiency for Merit’s leadership.

Responsibilities

• Executive Support & Administration
  • Independently manage complex, high-volume calendars for the CEO and President, including scheduling across internal and external stakeholders and identifying priorities.
  • Coordinate meetings, prepare agendas and materials as requested, and track logistics to ensure smooth execution; support executive preparation in advance.
  • Coordinate and prepare executive meetings, including room setup, audiovisual arrangements, materials distribution, and day-of logistics.
  • Independently manage all travel arrangements, itineraries, and expense reconciliation.
• Coordination & Follow-Up
  • Partner with the Chief Administrative Officer to ensure executive priorities are supported through effective scheduling and timely follow-up.
  • Assist in cross-departmental coordination for information gathering, updates, and material generation.
  • Drive and execute administrative aspects of executive initiatives at the direction of the Chief Administrative Officer, CEO, and President.
• Relationship & Interface Management
  • Serve as a professional, polished point of contact between executives and internal/external stakeholders, guiding direction at the executive’s behest.
  • Welcome and coordinate guests, clients, and partners as needed.
  • Maintain discretion and confidentiality with sensitive matters at all times.
• Operational & Office Support
  • Maintain organization of executive files, records, and systems; identify opportunities for improvement and implement enhancements.
  • Plan and manage logistics for select executive meetings or events (internal or external).
  • Serve as backup support for phones or front desk coverage when necessary.
  • Manage, organize, and maintain executive office spaces.
  • Provide leadership in best practices for administrative support staff as the organization grows.
• Special Projects
  • Provide support for, and may independently own, administrative aspects of special projects as assigned.
  • Research, compile, and format information or materials.
  • Support executive communications or internal materials (e.g., presentations, summaries, briefs), drafting communications independently for executive review and sending on their behalf.

Please note: job responsibilities may vary, grow, and change.

Requirements

• A minimum of 2-4 years of Executive Assistant experience, supporting executive-level leaders (CEO, President, Chairman, etc.) at similar organizations in size, industry, scope, or organization life cycle.
• Minimum education of an associate’s degree; bachelor’s degree preferred (directly relevant experience may substitute for education).
• Excellent written and verbal communication skills.
• Ability to see the “big picture” corporate strategy and organizational structure and make logical connections.
• High attention to detail, accuracy, and polished presentation across a variety of media requiring minimal rework and editing.
• Strong organizational and time management skills.
• Documented leadership and project management skills.
• Excellent problem-solving and anticipatory, forward-thinking skills.
• Proactive with demonstrated ability to function successfully in a fast-paced environment.
• Proficiency in Microsoft Office Suite.

Benefits

• Medical Insurance
• Dental/Vision Insurance
• Life & Personal Accident Insurance
• Short-term Disability Insurance
• Long-term Disability Insurance
• Flexible Spending Account (FSA), Health Savings Account (HSA), or Dependent Care FSA
• 401(k) Plan with company matching
• Paid Time Off (PTO) and paid holidays

Merit has been recognized as a “Best Places to Work for Financial Advisors” (2018–2024) and has appeared on the INC 5000 and Georgia’s Fastest 40 lists.