Planning Operations Associate

Elevate Financial Partners is a multi‑entity financial services organization serving ultra‑high‑net‑worth individuals, business owners, and sophisticated investors. We operate across advisory, consulting, planning, life insurance, and investment platforms, delivering coordinated strategy and execution for complex client needs.

We are seeking a highly organized, detail‑oriented, and proactive Executive Assistant to support the CEO. This role is ideal for someone who thrives in a fast‑paced environment, communicates professionally, and enjoys keeping operations running smoothly.

The Executive Assistant reports directly to the CEO and provides administrative and operational support across Elevate and its affiliated entities. This individual will manage day‑to‑day logistics, email management, coordinate communication, and ensure follow‑through on key tasks and priorities.

This is a trusted, high‑visibility role requiring professionalism, discretion, and strong organizational skills.

• Executive Support
• Manage and organize the managing partners calendar, appointments, and daily schedule
• Coordinate professional and occasional personal scheduling needs
• Prepare emails, correspondence, and basic reports
• Assist with meeting preparation, agendas, and follow‑up tasks
• Coordinate travel arrangements and itineraries
• Track deadlines, commitments, and action items to ensure follow‑through
• Maintain confidentiality across all business matters

• Support communication between the managing partner and clients, advisors and employees
• Answer and route calls professionally, ensuring a positive client experience
• Escalate sensitive matters to leadership when appropriate
• Maintain professionalism and discretion in all interactions

• 2–4 years of experience supporting executives or teams in a professional environment
• Experience in financial services, professional services, or a client‑focused organization preferred
• Strong written and verbal communication skills
• High comfort level interacting with clients, advisors, and external partners
• Excellent organizational skills with strong attention to detail
• Ability to manage multiple priorities in a fast‑moving environment
• Proficiency with Microsoft Office, Google Workspace, and basic CRM or workflow tools
• Demonstrated ability to handle confidential information with discretion
• A bachelor’s degree is preferred but not required for the right candidate with relevant experience.

At Elevate Financial Partners, we are building a long‑term team of high performers who take ownership and operate with excellence.

We offer:

• $60,000 annual base salary
• Performance based bonuses as part of the role
• Health, dental, and vision benefits
• Group life and disability insurance with employer cost‑sharing
• Paid Time Off and holiday pay
• Opportunity for long term growth within a growing financial organization