Executive Assistant

Locations: Atlanta, GA (2300 Windy Ridge Pkwy SE, Suite 750); La Vista, NE (12325 Port Grace Blvd); Oakdale, MN (7755 3rd St. N); Scottsdale, AZ (18700 N Hayden Rd, Suite 255); St. Petersburg, FL (877 Executive Center Dr. W, Suite 300). Hybrid schedule requiring a minimum of 4 days weekly in the office.

About the role

We are seeking an Executive Administrative Assistant to provide day-to-day comprehensive administrative support in a fast-paced, entrepreneurial environment. The Executive Assistant must be effective in planning, prioritizing, and executing tasks in a timely manner, and exhibit skills in building and maintaining strong relationships both internally and externally. This role contributes to the efficiency of our business by providing personalized and timely support to executive members.

The ideal candidate is approachable, respectful, comfortable with new technology and virtual meeting platforms, and takes initiative in administrative decisions. This individual must possess excellent interpersonal, communication, and client/leader management skills while displaying the highest degree of integrity and confidentiality.

Responsibilities

• Extensive calendar management, travel planning, call and webinar logistics
• Expense reporting and management
• Event, meeting, and interview planning, execution, and oversight
• Project and special assignment work
• Process support within systems and tools
• Presentation and document creation, version management

The successful candidate will be detail-oriented, organized, creative, proactive, and understand the urgency and confidential nature of the position. Our Executive Assistant thrives in dynamic and fast-paced environments, works well under pressure, and has a passion for administrative support work.

Requirements

• Bachelor’s degree preferred; high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree
• Minimum of high school diploma or equivalent is required
• Minimum of 2 years of executive administrative support experience or similar position
• Advanced proficiency in Outlook and PowerPoint
• Proficiency in Workday and Concur is a plus
• Advanced proficiency with Microsoft Office (specifically Outlook, PowerPoint, Word, and Excel), travel systems (e.g., Concur), and expense management and reimbursements
• Good judgment and initiative
• Strong agility and adaptability to meet the needs of a dynamic and changing organization
• Organizational awareness with the ability to identify and understand key stakeholders and needs in the organization

Preferred Qualifications

• Prior experience in financial services and/or wealth management

Skills

• Scheduling, travel, presentations, team meetings, communications, and calendar management

Pay

$70,000 - $80,000 per year plus annual bonus. Actual compensation offered will be determined individually based on job-related factors, including location, skills, experience, and education.

Benefits

• Health, vision, and dental insurance
• 401k
• Vacation and sick time
• Volunteer days
• Additional benefits available; visit our careers page for more details