Executive Assistant

Company Description Johnson & Associates Wealth Strategies is a boutique financial firm focused on helping business owners and high‑net‑worth individuals protect, grow, and transfer their wealth with intention. The firm provides advanced, customized strategies for successful entrepreneurs, affluent families, and professionals across fields such as medicine, law, real estate, sports, entertainment, and hospitality. Services include business succession planning, investment and retirement optimization, and estate and philanthropic planning aligned with each client’s goals and values. Johnson & Associates emphasizes that true wealth is about freedom, impact, and generational opportunity, serving as a long‑term partner in clients’ financial decision‑making. The firm operates independently while offering insurance and securities products through established financial institutions, with appropriate licensing and regulatory oversight. Role Description The Executive Assistant role is a full-time, on‑site position based in Monroe, LA. This role provides direct support to firm leadership, including managing calendars, scheduling meetings, coordinating travel, and preparing agendas and follow‑up materials. The Executive Assistant will handle expense reports, maintain client files and records, draft and proofread correspondence, and assist with presentations and basic document formatting. Day‑to‑day responsibilities include managing phone and email communications, greeting visitors, organizing office operations, and ensuring timely completion of administrative tasks. The role also supports special projects, assists with event coordination, and helps maintain a professional, client‑focused office environment. Qualifications Candidates should possess strong Executive Administrative Assistance and Administrative Assistance skills to manage calendars, meetings, and office operations. Candidates should possess Executive Support capabilities, including handling confidential information and supporting senior leadership with high attention to detail. Candidates should possess Communication skills, including clear written and verbal communication and professional client interaction. Candidates should possess proficiency in preparing and reconciling Expense Reports and basic financial documentation. Proficiency with productivity software (e.g., Microsoft Office or similar tools) and digital filing systems. Strong organizational, time management, and prioritization skills, with the ability to manage multiple tasks in a fast-paced environment. Professional demeanor, discretion, and reliability when working with sensitive client and firm information. Relevant experience in an executive assistant or administrative support role; experience in financial services or professional services is a plus. High school diploma required; associate or bachelor’s degree in business, administration, or a related field is preferred. #J-18808-Ljbffr Johnson & Associates Wealth Strategies