Operations & Executive Assistant

Role Overview

You will be the right hand to the principal and the first impression for our clients. This role combines executive assistant, operations associate, and receptionist. Your job is to keep the office running smoothly, protect the principal’s time, and ensure every client interaction feels white-glove.

Success in this role looks like:

• The principal spends most of their day on client work and growth, not admin.
• Clients feel known, remembered, and taken care of at every touchpoint.
• The back office is organized, accurate, and on top of paperwork and follow-ups.

• Manage calendar, schedule client meetings, coordinate calls and travel.
• Prepare meeting materials, reports, and follow-up summaries.
• Triage emails, voicemails, and incoming requests; prioritize what the principal sees.

• Be the primary point of contact for routine client requests (documents, updates, scheduling).
• Prepare and process forms, paperwork, and custodian requests (new accounts, transfers, money movements, etc.).
• Maintain our CRM with accurate notes, tasks, and client details.
• Help with compliance-related admin (file organization, signatures, documentation).

• Greet clients and visitors, answer and route phone calls.
• Manage mail, supplies, and general office organization.
• Coordinate vendors and service providers as needed.

• 2+ years in an administrative, client service, operations, or EA role in a professional office (finance, legal, accounting, medical, or similar).
• Exceptional organization, attention to detail, and follow-through.
• Strong written and verbal communication skills; professional presence with high-net-worth clients.
• Comfortable learning financial systems and handling sensitive information with discretion.
• Experience in wealth management / RIA / financial services is a plus but not required.
• Competitive salary commensurate with experience
• Health Insurance
• 401(k)
• PTO