Executive Assistant

Job Overview

The Executive Assistant is an enriching opportunity for a professional to grow their career in the finance industry and gain exposure to all facets of Dynasty’s dynamic service organization. The Executive Assistant will report to the Chief of Staff. This role focuses on the day‑to‑day administrative needs of the executive office, requiring professionalism, organization, and timely delivery of work assignments. Responsibilities are heavily administrative and project‑management based, including executive calendar management, triaging emails, internal administrative support, document preparation, record maintenance, note taking, and client and cross‑departmental communication.

Confidentiality is paramount; candidates must exercise extreme discretion and handle highly sensitive materials.

• Executive calendar management & scheduling: coordinate client and internal calls and meetings for the Chiefs; serve as their main point of contact and administrative assistant; support team‑wide calendaring needs for key events and activities.
• Travel coordination: arrange travel and accommodation for Executives as needed.
• Expense management: monitor and complete monthly expense reports for division leadership; coordinate with Finance.
• Meeting management & support: serve as point of contact for onsite client visits or team initiatives; coordinate client travel logistics; reserve and prepare meeting spaces and materials; handle technical and IT needs; take meeting minutes and circulate to appropriate parties.
• Data management & file storage: develop proficiency in Dynasty’s internal CRM (Salesforce); complete regular updates, pull reports, and basic tasks; champion CRM adoption by identifying best practices and improving data integrity.
• Document preparation & circulation: prepare, circulate, and store meeting materials (agendas, reports, slide decks) and follow‑ups, including meeting minutes for Executives.
• Event support: offer event support for local client and Dynasty engagements, including printing, shipping, compiling materials, staffing, and setup.
• Client service: return client calls, take and relay messages, order gifts for client milestones, and represent the CEO’s Office as appropriate.
• Assist with planning/scheduling team offsites and quarterly meetings, team milestones and celebrations, onboarding new hires, managing inventory, and general administrative needs.
• File storage and operational infrastructure: help manage file storage and structure; recommend improvements and serve as onsite point of contact with Dynasty IT.

• 5‑8 years of experience as an Administrative/Executive Assistant.
• Highly organized with strong attention to detail.
• Proficiency using Outlook, MS Word, and MS Excel; proficiency in Salesforce products a plus.
• Demonstrated professionalism and diplomacy; ability to work with a variety of stakeholders and styles.
• Strong organizational and time‑management skills, especially with competing priorities; responsive to multiple inquiries and project requests.
• Strong verbal and written communication skills and a professional phone manner; quick response time essential.
• Ability to meet strict deadlines and adapt to shifting priorities.
• Internally driven, self‑starter with good judgment and comfort working in uncertainty.
• Curiosity and desire to grow in the financial services industry.
• Confidentiality and discretion a must.

• Health Insurance
• Dental Insurance
• Vision Insurance
• Retirement Plan 401(k)
• 401(k) Matching
• Paid Time Off
• FSA/HSA Benefits Plans
• Disability Benefits
• Voluntary Life Insurance
• Basic Life Insurance

Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment‑related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties), veteran status, or any other protected status under applicable law.