Senior Executive Assistant

Senior Executive Assistant, Chief of Staff Seattle, WA Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. Wearen’tyour typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart byactually livingand acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day. In this role,you’llbe challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hopeyou’llgrow as a person and leader in your field and transform those around you as well. We are seekingaSeniorExecutive Assistant, Chief ofStaffto join our team in Seattle, WA. The ideal candidate will provide executive-level administrative, operational, and business support for the Seattle office and Regional Director, ensuring smooth day-to-day operations, strong internal coordination, anda high-quality client and employee experience. Responsibilities: Regional/Location-Level Chief of Staff Support Strategic Support & Advising Serve as a trusted thought partner to the Regional Director, helping define and track key performance indicators (KPIs) for the location/region. Provide insightonregional business opportunities, risks, and priorities to support effective decision-making. Operations & Execution Lead and coordinate cross-functional projects and initiatives within the location/region, particularly those that span multiple departments. Communications & Coordination Synthesize and filter information relevant to the location/region, and draft communications, reports, and presentations for internal stakeholders. Represent the Regional Director in meetings as needed, ensuring alignment and follow-through across regional teams. Executive & Regional Director Support Manage the Regional Director’s calendar, priorities, and meetinglogistics, serving as strategic gatekeeper. Coordinate internal and external meetings, prepare materials, confirmlogistics, and ensuretimelydelivery of reports. Oversee team members to ensure timely delivery of all presentations, proposal and review serving as Chief of Staff. Assistwith travel planning, itineraries, agendas, and expense reporting. Office & Operations Management Oversee front desk operations, phone coverage, mail, office supplies, kitchen needs, and building management. Manage office-wide communications, firm calendars, and meeting coordination. Support office culture initiatives and events,leveragingoffice assistant support as needed. Advisor & Business Support Assist Advisors with service requests, CRM updates, production tracking, reporting, and information requests. Support RFPs, presentations, rankings submissions, webinars, and advertising coordination. Meetings, Events & Marketing Plan and execute client meetings, board meetings, sponsorships, webinars, and firm events. Support firm marketing and rebranding initiatives, including website updates, social media, print assets, and content distribution. Financial & Budgetary Support Support AP/AR, billing and expense reconciliations, aging reports, 1099 preparation, and audit support. Assist with annual budgeting, financial tracking, and advisor T&E allocations Support compensation planning, bonuses, and performance review coordination. Human Resources Administration Serve as on-site HR liaison supporting home office policies and RTO compliance. Help forecast hiring needs and coordinate new hirelogistics. Manage Seattle team RTO/WFH scheduling and coverage. Coordinate technology assessments, vendor relationships, implementations, and troubleshooting. Manage vendor contracts, renewals, and evaluations. Oversee annual insurance and license renewals. Qualifications: Education: Bachelor’s Degree. Experience: Minimum of5years of experience in office administration with proventrack recordproviding excellent service, 3 years minimum as an Executive Assistant. Outstanding communication and interpersonal abilities. Excellent organizational skills. Knowledge of small business recordkeeping. Familiarity with office management procedures and basic accounting principles,proficiencyin MS Office. Strategic Mindset: High-level problem-solving and critical-thinking skills. Cross-functional Leadership: Ability to manage and influence without direct authority across various departments. Travel: Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Must be able to lift 15 pounds at times. Must be able to access and navigate each department at the organization’s facilities. Compensation: For this role, we have a range of $140,000 to $175,000 annually to commensurate with experience. Comprehensive Health, Dental, and Vision coverage to support your overall well ‑ being. 401(k) retirement plan with match and profit sharing to help you invest in your future. Twelve paid holidays each year. An extra vacation day during your birthday week—so you cancelebrateyou! Responsible Time Off Policygivingflexibility without annual PTO limits, while balancing team responsibilities and business needs. Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service. Compensationcommensuratewith experience. Legal: Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law. #J-18808-Ljbffr