Executive Assistant

Client Service Associate – Bare Wealth Advisors (BWA) ABOUT US

At Bare Wealth Advisors, we provide wealth management grounded in Biblical wisdom to encourage generosity, empower vision, and influence the world for good. As a mission-driven Registered Investment Advisor (RIA), we serve individuals and families through comprehensive financial planning and investment management—helping clients steward resources according to their God-given purpose.

The Executive Assistant provides administrative, operational, and client experience support to Advisors and the broader team. This role serves as a key point of contact for clients and is responsible for coordinating onboarding, preparing for client meetings, managing CRM workflows, and ensuring timely follow-through on client-related activities. Working closely with Advisors and Client Service Associates, this position plays a critical role in delivering a consistent, high-quality client experience while enhancing advisor effectiveness and supporting efficient internal processes.

The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions listed below:

• Serve as a primary point of contact for client communication and service inquiries (non-transactional)
• Coordinate and execute new client onboarding workflows from start to finish
• Prepare advisors for client meetings (agendas, materials, data gathering)
• Document meeting notes and ensure timely follow-up on action items
• Manage advisor calendars, scheduling, and meeting logistics
• Assist in managing advisor email communications and prioritization
• Maintain and optimize CRM workflows, templates, and activity tracking
• Ensure accuracy and completeness of client data within BWA systems
• Coordinate with CSA team to initiate and track account-related tasks
• Support cross-functional communication with advisors, CSAs, and operations; as well as client follow-up with COI’s (accountants, attorneys, bankers, etc.)
• Perform expanded functions and other tasks as assigned by Senior Advisor(s)

• At least 3-5 years of administrative experience preferred
• Knowledge of office management systems and procedures
• College degree preferred, but not required
• Industry experience preferred, but not required
• Excellent organizational and time management skills with ability to handle frequent interruptions. Ability to prioritize tasks in order of importance and urgency.
• Strong attention to detail and a strategic thinker with strong problem-solving skills
• Excellent verbal and written communication skills; strong interpersonal skills with ability to interact and make clients feel welcome and valued
• Excellent Microsoft Office skills and adept at learning and utilizing new software
• Self-motivated with a desire to complete work with excellence