THE TEAM YOU WILL BE JOINING

• A well-established, multi-location financial services organization with a national footprint and a strong reputation in the wealth and advisory space
• A close-knit Executive Leadership Team operating in a high-trust, fast-paced environment where discretion, responsiveness, and sound judgment are essential
• A collaborative leadership culture that spans corporate and field-based teams across the organization
• An executive office environment where administrative support is a key enabler of leadership effectiveness and organizational alignment
• A professional, relationship-driven culture that values precision, anticipation, and the ability to operate in a dynamic and evolving environment

WHAT THEY OFFER YOU

• A high-visibility Executive Assistant opportunity supporting the CEO and Executive Leadership Team in a dynamic, growth-oriented organization
• Direct exposure to executive decision-making, strategic priorities, and cross-functional leadership initiatives
• A role that blends traditional executive support with project coordination, with scope that evolves as trust is established
• High levels of autonomy and ownership in managing priorities, communications, and executive workflows
• A fast-paced environment where your work directly enables leadership effectiveness and organizational execution
• A culture that values discretion, judgment, and professionalism, with the opportunity to become a trusted partner to senior leadership

WHY THIS ROLE IS IMPORTANT:

• Serves as a critical extension of the CEO and Executive Leadership Team, ensuring leadership time is protected, organized, and aligned to priorities
• Manages complex calendars and competing demands, acting as a gatekeeper for time, meetings, and scheduling priorities
• Coordinates executive communications, meeting preparation, and follow-up to ensure execution is accurate and timely
• Supports alignment across leadership initiatives by organizing materials, meetings, and deliverables tied to business priorities
• Anticipates needs and proactively addresses scheduling, logistical, and operational issues before they impact leadership effectiveness

A BACKGROUND THAT FITS

• 10+ years of experience supporting senior executives or C-suite leaders in fast-paced, high-touch environments requiring strong judgment and discretion
• Proven ability to manage complex calendars, travel coordination, and shifting priorities across multiple stakeholders
• Experience in financial services, professional services, or other structured corporate environments
• Strong written and verbal communication skills with the ability to interact professionally with senior leaders and external partners
• Demonstrated ability to function as a trusted partner to leadership with a proactive, anticipatory, and highly organized approach