Executive Assistant

Stepp & Rothwell | Kansas City Metro Area

Stepp & Rothwell is a boutique, multi-family family office providing comprehensive financial planning, investment management, and ongoing coordination for about 300 families nationwide.

Our model is built on long-term relationships, proactive planning, and high-touch client service. We meet with clients quarterly and coordinate all aspects of their financial lives—not just investments. Responsibility for follow through does not sit with the client – it sits with us.

As we continue to grow, we are looking for a high-trust operator who can support multiple leaders, manage competing priorities, anticipate needs, and build strong working relationships across the firm. The ideal candidate can make busy leaders more effective.

We are looking for a highly organized, proactive, and trustworthy professional who can help our leadership team operate at a higher level.

This is not a traditional administrative role.

We are looking for someone who enjoys anticipating needs, solving problems, managing competing priorities, and helping busy leaders stay focused on what matters most. The right person will become a high-trust operator who helps create clarity, organization, and follow-through in a fast-moving environment.

This role is ideal for someone who enjoys being the person others rely on. Success requires sound judgment, professionalism, discretion, emotional intelligence, and the ability to build trust with a variety of personalities and work styles.

This role supports multiple leaders across the firm, including our two founders, our two owners, and our support manager.

• Serve as a trusted partner to firm leadership
• Manage complex calendars, scheduling priorities, and meeting logistics
• Coordinate travel, appointments, events, and special projects
• Anticipate needs and proactively solve problems before they become issues
• Track action items and ensure follow-through on commitments
• Help leaders stay organized and focused on high-value activities

• Support day-to-day office operations
• Assist with internal projects and process improvements
• Coordinate communication and logistics across departments
• Help create consistency and organization within the firm
• Take ownership of special projects and one-off requests

• People describe you as dependable and trustworthy
• You remain calm under pressure
• You enjoy supporting others and helping things run smoothly
• You can adapt your communication style to different personalities
• You notice details that others miss
• You are comfortable juggling multiple priorities
• You take initiative without waiting to be told every next step
• You can receive feedback professionally and adjust quickly
• You are confident without needing to be the center of attention

• Strong organizational and time management skills
• Excellent written and verbal communication
• High degree of professionalism and discretion
• Ability to exercise sound judgment
• Strong follow-through and attention to detail
• Experience supporting executives, business owners, or leadership teams preferred
• Proficiency with Outlook and Microsoft Office

The ideal candidate is warm, emotionally intelligent, proactive, resilient, and highly trustworthy. They build strong relationships, communicate professionally, handle confidential information appropriately, and take ownership of their responsibilities. Most importantly, they make the people around them more effective.