Senior Executive Assistant

Why Work at the company?

For more than 40 years, the company has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, the company is an independent fiduciary legally bound to act in our clients’ best interests — always.*

The company offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

• the company was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, the company has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology  here .

Job Summary

The Senior Executive Assistant is a strategic, highly organized, and proactive professional who provides high-level administrative and operational support to senior executives in a fast-growing business. This role serves as a trusted partner to executive leadership and cross-functional teams, enabling efficiency, anticipating needs, and ensuring seamless day-to-day operations of the corporate hub. The Executive Assistant exercises sound judgment, maintains strict confidentiality, and operates with a high degree of autonomy in a dynamic environment.

Essential Job Functions for this role include

• Provide comprehensive, high-level administrative support to multiple executives and senior leaders

• Proactively manage complex and frequently changing executive calendars, schedule meetings, and coordinate domestic travel arrangements

• Serve as a key point of contact and trusted liaison between executives, internal teams, external partners, and clients, ensuring timely, professional, and service-oriented communication

• Anticipate executive needs, prioritize requests, and independently resolve issues while escalating risks or delays as appropriate

• Maintain accuracy and integrity of internal systems, records, reports, and executive documentation

• Manage sensitive and confidential information with the highest level of discretion

• Screen, prioritize, and respond to incoming meeting requests on behalf of executives

• Prepare, organize, and track reports, presentations, data, and materials to support executive decision-making

• Coordinate and execute internal and external meetings and events as needed, including logistics, materials distribution, and follow-up on action items

• Plan, organize, and support corporate and executive-sponsored events, ensuring alignment with business objectives

• Uphold and enhance office procedures, processes, and best practices to improve efficiency

• Lead or support special projects and initiatives as assigned, often across multiple teams and stakeholders

Knowledge, Skills, and Abilities

• 5+ years of experience in an Executive Assistant or senior administrative support role, supporting C-suite or senior leadership

• Demonstrated ability to operate as a trusted partner to executives, exercising sound judgment and professionalism

• Highly organized, detail-oriented, and results-driven with exceptional ability to manage competing priorities

• Strong interpersonal skills with the ability to build relationships and communicate effectively at all levels of the organization

• Excellent written and verbal communication skills

• Proven ability to plan, prioritize, and manage a diverse and high-volume workload in a fast-paced, deadline-driven environment

• Experience managing complex calendars, travel, and logistics for senior executives

• Demonstrated experience planning and executing corporate and executive-level events

• Advanced proficiency in Microsoft Word, Excel, Outlook, and PowerPoint

• Proven discretion and integrity in handling sensitive and confidential information

• Ability to work independently, take initiative, and collaborate effectively across teams

• High school diploma required; associate’s or bachelor’s degree preferred

• Highly organized and detail-oriented

Work Schedule

This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.

Working Conditions

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs.

Application Deadline : The initial deadline for applications is 11/3/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.  This position is also eligible to earn incentive compensation through one of the company’ incentive compensation programs.

Base Pay Range

$85,000 — $120,000 USD

Benefits

The company offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance

• Company Paid Short-Term and Long-Term Disability Insurance

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance

• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans available in California

• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.

• Two comprehensive Dental Plans

• Vision Insurance Plan

• Dependent Care Savings Account for child and dependent care.

• 14 Company Paid Holidays including a full week off at Thanksgiving.

• Generous paid time off program for vacation and sick days

• Employee Assistance Plan

• Family Medical Leave

• Paid Parental Leave (8 weeks)

• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.

• Adoption Assistance Reimbursement Program

• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.

• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option

• Pet Insurance

• Personalized financial planning and guidance from the company professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The company is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. The company participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email  [link for members] . This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our  Applicant Notices and Employment Rights .

If you are a resident of California, learn more about the company's California Consumer Privacy Policy  here .

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If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act  here .