Executive Assistant

DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life.

This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence.

Are you the kind of professional who thrives behind the scenes — anticipating needs before they’re spoken, orchestrating complex schedules with precision, and keeping high-performing leaders focused on what matters most? We’re looking for an exceptional Executive Assistant who doesn’t just manage calendars — they drive momentum.

In this high-impact, in-office role, you’ll serve as a trusted partner to senior leadership, acting as a gatekeeper, problem-solver, and operational powerhouse. From coordinating executive travel and leadership retreats to streamlining workflows and drafting high‑level communications, you’ll play a pivotal role in ensuring seamless day‑to‑day execution across departments.

This isn’t just an administrative role — it’s a strategic position at the heart of the organization. If you’re proactive, detail‑oriented, tech‑savvy, and thrive in a fast‑paced environment where professionalism and discretion are paramount, we want to meet you.

Step into a role where your organizational mastery, independent judgment, and ability to anticipate the next move will directly support executive success — and shape the efficiency of an entire organization.

This position provides a high level of support to senior leadership
. The Executive Assistant will assist with administrative tasks, event coordination and logistics, creating travel itineraries, calendar and project management, completing personal and professional tasks, while always utilizing professionalism and discretion.

• Provide administrative support directly to members of executive leadership through complex calendar management including internal and client meetings, travel days, personal time and desk blocks, scheduling meetings and appointments, following up on action items including deadlines and commitments made by or involving executives, and partnering with other departments (Operations, Office Management, administrative teams) in the company to ensure operational efficiencies, clear objectives, and smooth day‑to‑day execution.
• Create activities and add detailed notes in firm systems (CRM, task management tools, internal platforms).
• Maintain accurate documentation, workflows, and records.
• Assist with project coordination across departments and leadership initiatives.
• Draft, review and manage executive communications such as email correspondence, messages, and internal updates.
• Act as gatekeeper for executive time‑prioritizing requests, preventing over‑scheduling, and aligning meetings with strategic goals.
• Provide organizational support through process improvement, special projects as assigned, implement training schedules for new employees within the organization, and collaborate with other departments and team members to ensure project completion.
• Anticipate executive needs and proactively prepare materials, meeting agendas, briefing notes, documents, and context for meetings.
• Serve as primary point of contact on behalf of executives, representing leadership with professionalism, warmth, and clarity.
• Coordinate travel logistics with itineraries, and scheduled events associated with team building and external events. Coordinating also includes logistics for executive meetings, off‑site events, conferences, and leadership retreats across multiple leaders, departments, and locations.
• Manage and submit travel and expense reports accurately and timely.
• Introduce new processes and workflows to…