Executive Assistant to Lead Financial Advisor - Right Executive Search, LLC : Job Details

Executive Assistant to Lead Financial AdvisorExecutive Assistant to Lead Financial Advisor

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Right Executive Search, LLC provided pay range

This range is provided by Right Executive Search, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $120,000.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from Right Executive Search, LLC

President & Managing Partner at Right Executive Search LLC *Speciality: Financial Services, Fintech…

Executive Assistant to the CEO & Lead Advisor/Office Manager

Industry: Wealth Management/Registered Investment Advisor (RIA)

Our client is a fast-paced, well-established wealth management firm that has been serving high-net-worth individuals including business owners and medical professionals for over 30 years.

The firm is seeking a highly organized, proactive Executive Assistant/Office Manager to serve as the right hand to the CEO and Lead Financial Advisor. This is a mission-critical role focused on ensuring operational excellence, driving team accountability, and enabling the CEO to concentrate on high-impact, revenue-generating activities.

The Executive Assistant/Office Manager will take on a broad range of responsibilities, including executive support, firm operations oversight, strategic project coordination, and day-to-day execution.

Key Responsibilities of the Executive Assistant/Office Manager:

Executive Support to the CEO & Lead Advisor

• Manage the CEO's calendar, meetings, and correspondence.
• Act as a gatekeeper to protect the CEO's time and prioritize initiatives.
• Prepare and organize meeting materials, reports, and follow-up action items.
• Handle confidential information with discretion and professionalism.

Operations & Practice Management

• Maintain a deep understanding of firm workflows, client relationships, and goals.
• Oversee daily operations, ensuring efficiency and accuracy across all functions, assist with creating SOPs for reference and consistency
• Collaborate with internal teams to resolve issues and support compliance.
• Track key initiatives and ensure the CEO remains informed and aligned.

Project & Team Coordination

• Lead execution of strategic projects from planning through completion.
• Coordinate internal meetings and drive accountability on deliverables.
• Support onboarding and training of new team members.

Client & Relationship Support

• Serve as liaison between the CEO and high-value clients or external partners.
• Ensure timely, professional communication that reflects the firm's standards.

Marketing & Client Engagement (Secondary Focus)

• Assist with client communications, events, and outreach initiatives.
• Support brand visibility and business development efforts.

Qualifications of the Executive Assistant/Office Manager:

· 5+ years of proven experience (EA, Office Manager, Operations, or similar role) supporting top-producing financial advisor(s)/Wealth management Executive

· Strong operational background in wealth management; process-oriented with excellent organizational and project management skills.

· Proficiency in Microsoft Office Suite, CRM systems (such as Salesforce or Redtail), and industry-specific platforms.

· Bachelor's degree required.

· Ability to multitask, prioritize, and thrive in a fast-paced environment.

· High level of discretion, EQ, and integrity

· Exhibits strong communication skills and an upbeat, team-oriented and proactive demeanor.

If you are a results-driven administrative or operations professional with experience supporting financial advisors and excited to contribute to the success of a collaborative, growth-focused firm, we would love to hear from you. This is a warm, team-oriented culture with an exceptional group of professionals.

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionCustomer Service, Finance, and Administrative
• IndustriesFinancial Services, Investment Management, and Investment Advice

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Inferred from the description for this job

Medical insurance

401(k)

Paid maternity leave

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