Executive Assistant

Company Description Dental Wealth Partners LLC is a fee-only, non-commission financial planning firm that serves dentists exclusively. The firm focuses on helping dental professionals transform their clinical work into lasting wealth, clarity, and personal freedom. Its planning process addresses dentist-specific challenges such as student debt, practice growth, taxation, and work–life balance. Through comprehensive strategies in investing, tax optimization, practice development, and retirement planning, Dental Wealth Partners supports clients at every stage of ownership and transition. The team is committed to helping dentists grow wealth intentionally so they can live and work with greater purpose and flexibility. Role Description This is a full-time, on-site Executive Assistant role based in Jackson, MS. The Executive Assistant will provide high-level administrative support to firm leadership, including managing calendars, scheduling meetings, coordinating travel, and preparing meeting materials. Daily responsibilities include organizing and maintaining digital and physical files, drafting and proofreading correspondence, and managing incoming communications such as email and phone inquiries. The role also involves preparing and tracking expense reports, supporting office operations, and assisting with special projects and client-related initiatives. The Executive Assistant will collaborate closely with the executive team to prioritize tasks, maintain confidentiality, and ensure smooth daily operations. Qualifications Candidates should possess strong Executive Administrative Assistance and Executive Support skills, including calendar management, meeting coordination, and task prioritization. Candidates should possess solid Administrative Assistance experience, including office organization, document preparation, and record management. Candidates should possess proficiency in preparing and reconciling Expense Reports and handling basic financial and billing-related administrative tasks. Candidates should possess excellent Communication skills, both written and verbal, with professional phone and email etiquette. Proficiency with common office software (e.g., Microsoft Office or Google Workspace) and comfort with cloud-based tools and CRMs. Strong attention to detail, discretion with sensitive information, and ability to manage multiple priorities in a fast-paced environment. Prior experience supporting executives in professional services, financial planning, or healthcare-related environments is beneficial. Associate or bachelor’s degree in business, communications, or a related field, or equivalent relevant experience. #J-18808-Ljbffr