Executive Assistant & Finance Associate

Location: Oxford, Mississippi. Work Arrangement: Full-time, on-site.

About the role

If you know you want to build a career in finance—or close to it—but are not yet sure exactly where you fit, this role offers an uncommon place to begin. Think of it as a management training program with a front‑row seat to the decisions shaping one of the South’s most sophisticated boutique advisory firms. You will work directly with a senior executive, first becoming a trusted partner in managing the details of a demanding schedule and then using that access to learn how the business operates from the inside. This is an executive assistant role first; calendar management, travel coordination, meeting preparation, follow‑through, and day‑to‑day administrative support are how you earn trust, exposure, and increased responsibility. For someone ambitious, grounded, and willing to master the fundamentals, this can become a launchpad into finance, consulting, private equity, business development, or shared services. As a direct extension of the executive, you will gain exposure to areas such as tax planning, structuring, and strategy; banking, finance, and deal negotiation; insurance and risk management; trust, estate, and legal matters; corporate structuring and private equity; capital markets and fund administration; venture capital and alternative investments. Depending on your strengths and interests, potential career paths within the firm may include consulting analyst or relationship management, private equity (asset management, capital raising, or fund administration), shared services (legal, tax, HR, or finance), and business development. The growth story is real: a previous employee successfully balanced this role with a full course load, learned the firm from the inside out, earned consistent unsolicited praise from clients, completed his degree, and advanced into Business Development. The firm has also supported professionals who eventually left to start their own practices or build books of business elsewhere.

Responsibilities

• Managing a complex and frequently changing calendar
• Coordinating travel arrangements, itineraries, meetings, and logistics
• Preparing for meetings and ensuring materials and information are ready
• Tracking action items, deadlines, commitments, and follow‑up
• Anticipating needs and resolving issues before they escalate
• Adjusting priorities quickly when schedules or circumstances change
• Handling sensitive information with discretion and professionalism
• Communicating with clients, advisors, and internal team members
• Conducting research and supporting special projects
• Creating reliable systems that keep details from being missed
• Taking on broader business responsibilities as trust and capability grow

Requirements

• Current college senior or recent graduate in business, finance, or a related field
• Minimum 3.0 GPA
• Established ties to Oxford or the surrounding area strongly preferred
• Genuine interest in building a career in Oxford (fully on‑site position)