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
About the Role & Team:
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.
Our Ideal Candidate:
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.
Key Responsibilities:
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.
Additional Information:
- 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
How to Apply:
If interested, please email me with the following:
- A brief letter explaining why you believe you would be a great fit for this position.
- Your updated resume, including 3 references with contact information.