Executive Assistant

Company Description Arista Wealth Management is an investment advisory firm providing financial planning, investment management, retirement planning, institutional services, and individual wealth solutions. The firm’s advisors and support team bring over 60 years of combined experience and advanced professional designations, offering clients modern, research-driven strategies in wealth management and tax minimization. Arista emphasizes frequent, clear communication through meetings, phone calls, newsletters, statements, and educational client events. The team applies behavioral finance principles to help clients make informed decisions and avoid common investing pitfalls. More information about the firm and its services can be found at aristawealth.com. Role Description The Executive Assistant is a full-time, on-site role based in Summerlin South, NV, providing high-level administrative support to firm leadership and contributing to smooth office operations. Day-to-day responsibilities include managing calendars, scheduling meetings, coordinating travel, and preparing expense reports for executives. The role also involves organizing client meetings and events, handling correspondence, drafting and formatting documents and presentations, and maintaining accurate records and files. The Executive Assistant will interact regularly with clients and internal team members, ensuring professional communication and timely follow-up on action items. This position requires strong attention to detail, discretion with sensitive information, and the ability to prioritize tasks in a fast-paced, client-focused environment. Qualifications Candidates should possess strong Executive Administrative Assistance and Executive Support skills, including calendar management, meeting coordination, and support for senior leadership. Candidates should possess experience with Administrative Assistance and Expense Reports, including office organization, document handling, and accurate tracking and reconciliation of executive expenses. Candidates should possess excellent Communication skills, both written and verbal, with the ability to interact professionally with clients, vendors, and internal team members. Proficiency with office productivity tools (e.g., Microsoft Office or Google Workspace) and ability to quickly learn firm-specific systems and client management platforms. Strong organizational and time management abilities, with a track record of handling multiple priorities and meeting deadlines. High level of integrity, discretion, and professionalism when working with confidential financial and personal information. Prior experience in financial services, wealth management, or a professional services environment is beneficial. Associate’s or Bachelor’s degree in Business, Finance, Communications, or a related field, or equivalent relevant experience. #J-18808-Ljbffr