Executive Assistant to Senior Leaders - On-Site

Job Description

Title: Executive Assistant

Employment Type: Full-time, Exempt, On-site (63141)

Proposed

Start Date:

ASAP

Compensation: $80-90K, plus benefits

Requirements:

• Minimum of 5 years’ experience as a high-level Administrative, Executive, or Personal Assistant supporting Senior Leadership
• Proven ability to manage complex, fast-moving tasks in a professional and client-centric environment
• Must be comfortable with outbound phone calls and client communications
• Legally authorized to work in the United States
• Ability to clear a criminal background check
• High School diploma or equivalent
• Experience with Wealth Management is a plus
• Strong proficiency in Microsoft Office and general tech platforms; familiarity with CRM tools a plus

This role supports a dynamic, fast-paced Senior Leadership Team that values strong relationships, thoughtful execution, and a high level of personal ownership. The Socium Advisors team operates with a client-first mindset, prioritizing long-term partnerships and meaningful, results-driven work.

They are collaborative, communicative, and deeply invested in what they do, with a shared commitment to excellence and continuous growth. The environment is energetic and detail-oriented, where no task is too small and follow-through is everything.

As their Executive Assistant, you’ll become a trusted right hand—helping keep priorities aligned, operations running smoothly, and ensuring the team can stay focused on big-picture goals while knowing the day-to-day details are handled with care and precision.

The right person for this role is a high-energy, detail-oriented, and adaptable individual who thrives in a fast-paced environment. You should be client-focused, have an innate sense of professionalism, and be comfortable working with high-net-worth clients. You’ll be proactive, constantly thinking ahead and ensuring that tasks are completed efficiently without needing constant guidance.

Your ability to anticipate needs, take ownership of tasks, and maintain a high standard of service will be key. We’re looking for someone who is eager to contribute to a dynamic and growing firm while maintaining a polished, white-glove demeanor in all client interactions. If you have a background in hospitality or service roles, that’s a big plus, as we value individuals who genuinely care about helping others and creating positive experiences.

Calendar & Meeting Management

• Maintain executive calendars by planning and scheduling meetings, conferences, video conferences, and travel arrangements.
• Track these meetings and follow-up meetings in the CRM for seamless coordination.
• Oversee executive email and Slack inbox, ensuring timely responses, organizing emails, forwarding tasks to appropriate team members, and responding as needed.

Travel & Logistics

• Manage and book executive travel, lodging, transportation, and dining arrangements.
• Handle last-minute changes or reservations as needed to ensure smooth operations.

Communication & Documentation

• Format and prepare internal and external communications, including memos, presentations, organizational charts, workbooks, reports, and agendas.
• Manage information flow in a timely and accurate manner, ensuring all parties are aligned.

Expense & Financial Management

• Reconcile executive expense reports to ensure accurate financial tracking.

Event Planning & Coordination

• Plan and attend client and employee events as required, ensuring smooth execution.

Office & Administrative Support

• Order office supplies and maintain inventory as needed to support office operations.
• Collaborate with other team members to ensure a seamless workflow across departments.
• Perform other position duties when required.

General Support

• Support a fast-paced, demanding work schedule that can include early mornings, evenings, and weekends as needed.

• Annual company retreat and occasional travel for client events
• Competitive benefits package, including medical, dental, and vision insurance, 401k matching, and more
• Opportunity for growth and development within the firm, with the potential for new roles as the firm expands