Executive Assistant

Title Executive Assistant Employment Type Full-time, Exempt, On-site (63141) Proposed Start Date ASAP Compensation $80-90K, plus benefits Requirements Minimum of 5 years’ experience as a high-level Administrative, Executive, or Personal Assistant supporting Senior Leadership Proven ability to manage complex, fast-moving tasks in a professional and client-centric environment Must be comfortable with outbound phone calls and client communications Legally authorized to work in the United States Ability to clear a criminal background check High School diploma or equivalent Experience with Wealth Management is a plus Strong proficiency in Microsoft Office and general tech platforms; familiarity with CRM tools a plus About the Role & Team This role supports a dynamic, fast-paced Senior Leadership Team that values strong relationships, thoughtful execution, and a high level of personal ownership. The Socium Advisors team operates with a client-first mindset, prioritizing long‑term partnerships and meaningful, results‑driven work. They are collaborative, communicative, and deeply invested in what they do, with a shared commitment to excellence and continuous growth. The environment is energetic and detail-oriented, where no task is too small and follow-through is everything. As their Executive Assistant, you’ll become a trusted right hand—helping keep priorities aligned, operations running smoothly, and ensuring the team can stay focused on big-picture goals while knowing the day-to-day details are handled with care and precision. Our Ideal Candidate The right person for this role is a high-energy, detail-oriented, and adaptable individual who thrives in a fast-paced environment. You should be client-focused, have an innate sense of professionalism, and be comfortable working with high-net-worth clients. You’ll be proactive, constantly thinking ahead and ensuring that tasks are completed efficiently without needing constant guidance. Your ability to anticipate needs, take ownership of tasks, and maintain a high standard of service will be key. We’re looking for someone who is eager to contribute to a dynamic and growing firm while maintaining a polished, white-glove demeanor in all client interactions. If you have a background in hospitality or service roles, that’s a big plus, as we value individuals who genuinely care about helping others and creating positive experiences. Key Responsibilities Calendar & Meeting Management Maintain executive calendars by planning and scheduling meetings, conferences, video conferences, and travel arrangements. Track these meetings and follow-up meetings in the CRM for seamless coordination. Oversee executive email and Slack inbox, ensuring timely responses, organizing emails, forwarding tasks to appropriate team members, and responding as needed. Travel & Logistics Manage and book executive travel, lodging, transportation, and dining arrangements. Handle last-minute changes or reservations as needed to ensure smooth operations. Communication & Documentation Format and prepare internal and external communications, including memos, presentations, organizational charts, workbooks, reports, and agendas. Manage information flow in a timely and accurate manner, ensuring all parties are aligned. Expense & Financial Management Reconcile executive expense reports to ensure accurate financial tracking. Event Planning & Coordination Plan and attend client and employee events as required, ensuring smooth execution. Office & Administrative Support Order office supplies and maintain inventory as needed to support office operations. Collaborate with other team members to ensure a seamless workflow across departments. Perform other position duties when required. General Support Support a fast-paced, demanding work schedule that can include early mornings, evenings, and weekends as needed. Additional Information Annual company retreat and occasional travel for client events Competitive benefits package, including medical, dental, and vision insurance, 401k matching, and more Opportunity for growth and development within the firm, with the potential for new roles as the firm expands #J-18808-Ljbffr