Executive Assistant to CEO - Investment Firm

BURKE+CO.

THE GIST:

Our client, a rapidly growing independent wealth management firm managing over $1 billion in assets for UHNWIs, is seeking an Executive Assistant to serve as a trusted partner to their CEO. This is a highly visible position that requires someone who can act as an extension of the CEO, helping drive priorities, coordinate initiatives, and ensure seamless execution across the business.

This role offers direct exposure to executive leadership, involvement in strategic initiatives, and the chance to work alongside a talented and dedicated team committed to long-term success!

THE NITTY GRITTY:

• Keep the CEO organized and focused by managing priorities, tracking action items, and ensuring timely follow-up on key initiatives
• Manage the CEO's calendar, scheduling, and meeting preparation
• Execute and support projects independently, including research, coordination, document preparation, and logistics management
• Assist with client communications and relationship management activities
• Help advance strategic firm initiatives, including marketing projects, branding efforts, team events, and vendor coordination
• Maintain clear documentation of delegated tasks, responsibilities, and project updates through Microsoft Teams and other internal systems
• Coordinate across departments to ensure accountability and execution of key business objectives
• Assist with other ad hoc administrative tasks and projects, as needed

THE ESSENTIALS:

• 5+ years of experience as an Executive Assistant
• Previous experience working as an EA in the financial services industry required
• Exceptional organizational and project management skills
• Strong attention to detail
• Proactive mindset with the ability to anticipate needs and take initiative
• Excellent written and verbal communication skills
• Strong emotional intelligence and professional judgment
• High degree of discretion and ability to handle confidential information
• Collaborative approach with a proven ability to work effectively across teams

THE CHERRY ON TOP:

• Build a trusted & strategic partnership with an accomplished CEO
• Play a meaningful role within a growing, entrepreneurial organization!

LOCATION: Chicago, IL (Onsite)

COMPENSATION: $100k to 110k base salary + bonus + benefits (exact compensation will vary based on skills, experience, and expertise)

What are you waiting for? BURKE UP! Email your resume today to View email address on click.appcast.io

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*Compensation is aligned with experience, level, and role scope. Most offers fall within the mid-range, with the top of the band generally reserved for candidates with extensive, directly relevant backgrounds. Leveling is determined during the interview process