Executive Assistant

Schulz Financial Group is a Tucson-based SEC-registered investment advisory firm that partners with clients to navigate all aspects of their financial lives. We are a small, tight-knit, and completely drama-free office located on the northwest side of town. Because we operate as a highly collaborative unit, we spend a lot of time together and heavily prioritize a positive, family-like environment where everyone supports one another. Role Description We are seeking a highly organized, proactive, and detail-oriented Executive Assistant to directly support the President and CEO of our SEC-registered Investment Advisor (RIA) firm. This critical role requires managing a high-volume email inbox, streamlining a complex executive calendar, and executing administrative tasks with absolute discretion. As a fiduciary firm, compliance, precision, and confidentiality are foundational to everything we do. The ideal candidate will act as a strategic gatekeeper, ensuring the President can focus on high-level growth and client management while operations run seamlessly in the background. Position Type This position is Part-Time, Benefits-Eligible, 25-30 hours per week with a Flexible, Predictable, Family-Friendly Schedule. This role is an excellent opportunity for a professional re-entering the workforce or a parent looking for a high-impact role with predictable, stable hours. Key Responsibilities Filter and triage upwards of 300+ daily emails, organizing them strictly by urgency and priority. Draft initial responses and follow-up communications on behalf of the President. Track action items embedded in email threads to ensure no deliverable or client request is missed. Delegate and tag internal team members into relevant email chains for resolution. Maintain inbox hygiene by systematically unsubscribing from junk mail and managing spam filters. Calendar & Schedule Optimization Own the executive calendar , coordinating and scheduling high-priority meetings without conflicts. Liaise with external partners , including wholesalers, our marketing & PR firm, and referral networks. Coordinate client logistics , such as booking reservation details for client lunches and partner meetings. Protect the President's time by proactively buffering meetings and prioritizing deep-work blocks. Task & To-Do List Execution Manage the President’s daily to-do list , preparing tasks that specifically require their direct attention or feedback. Follow up on outstanding tasks across the team to gather updates before executive review. Handle sensitive administrative duties unique to a wealth management environment with strict adherence to SEC compliance guidelines. Qualifications & Skills Experience: Prior experience as an Executive Assistant, Administrative Assistant, or Operations Coordinator. Experience within financial services, wealth management, or an SEC RIA environment is highly preferred but not required. Tech Savviness: Proficiency with executive tech stacks (e.g., Microsoft 365/Outlook, Google Workspace, CRM systems like Redtail, Orion, OnceHub, FMG Suite, etc.). Communication: Exceptional written and verbal communication skills, with the ability to mirror the President's professional tone. Discretion: Absolute commitment to maintaining confidentiality regarding sensitive financial data and client information. Proactivity: A self-starter mindset capable of anticipating needs and solving minor operational bottlenecks independently. What We Offer Competitive pay commensurate with experience: $25-$30/hour Performance-based quarterly bonus. Competitive 401(k) Match : We invest in your future with a 6% company match. Profit-Sharing Opportunities : When the company succeeds, our entire close-knit team wins together. Generous PTO Package : We work hard, but we deeply respect your personal time to rest and recharge. Professional Growth : Fully covered CE, continuous education, and certifications to advance your career. Business Travel : Opportunities to travel, explore, and bond with the team on company-sponsored trips. A Drama-Free, Supportive Workplace : Enjoy a cohesive, collaborative, and friendly environment where you are truly valued. Direct mentorship from the firm's principals and clear pathways for career equity or leadership growth as the firm expands. #J-18808-Ljbffr