Executive Assistant to the CEO

What We Offer "IF SOMEONE OFFERS YOU A SEAT ON A ROCKET SHIP, YOU DON’T ASK ‘AISLE OR WINDOW’ – YOU JUST CLIMB ON BOARD.” – RICK WEDELL, CIO You should be excited to go to work. You should love who you work with. You should be inspired by the mission. You should feel challenged, appreciated, and energized. We are committed to building an inspirational workplace that puts our team first so we can wake up every morning to CRUSH IT for our clients. Competitive Salary & Bonus We’re committed to rewarding your talent and ambition. With competitive salaries and a bonus program designed to recognize exceptional performance, we invest in our team just as they invest in us. Comprehensive Benefits Package Health, dental, vision, life, and disability insurance, as well as ancillary benefits like IDShield, LegalShield, and pet insurance. We also offer parental leave. Paid Vacation & Holidays We celebrate taking time off to recharge. Start off with 20 days of PTO each year and 14 holidays, including all stock exchange holidays. One-Team, One-Dream Mindset Monthly town hall, roundtable calls and training for tech and compliance, regular huddle calls, functional team check-ins, quarterly performance checks. Community Involvement We participate in Crush It for Charity, our annual firm-wide event raising money for The Boys & Girls Club, St. Jude's, and Alzheimer’s Association. Team members also receive 8 hours each year of paid Charitable Workday time. Swag It isn’t just about looking good – it’s about feeling part of something great. RFG’s lineup includes everything you need to showcase your team spirit, whether you're in the office or on the go. Join the RFG Advisory Team We are building a team of A-players only. Ours is a mission fueled by passion, enthusiasm, and grit. We like to say, “Look left, look right – there’s a force multiplier.” We make mistakes, we practice radical candor, we iterate to excellence, we love big. If you want to be a part of building something special, we’d love to meet you! Open Opportunities All Jobs Executive Assistant to the CEO RFG Headquarters Full-time Intermediate About The Position RFG Advisory is looking for a detail-obsessed, process-driven Executive Assistant to serve as the operational backbone of our CEO’s office. This is not a stepping-stone role. It’s a mission-critical position for someone who finds deep satisfaction in creating order, protecting time, and ensuring nothing falls through the cracks. If you thrive on execution, love logistics, and take pride in being the person others count on, you’ll fit right in. Location Birmingham, AL (In-office; remote flexibility available when the CEO is traveling) Reports to Director of Executive Operations What You’ll Do Calendar Mastery Manage the CEO's calendar with precision and foresight. Anticipate conflicts, protect strategic time, and ensure every meeting has purpose. Coordinate seamlessly with the Chief of Staff to align time with priorities. Meeting & Travel Logistics Triage and organize the CEO's inbox with clarity and discretion. Draft, proof, and send communications on behalf of the CEO. Ensure timely follow‑up and closed‑loop communication with internal and external stakeholders. Meeting & Travel Logistics Prepare agendas, materials, and briefing documents for meetings. Coordinate complex travel with attention to detail and contingency planning. Ensure the CEO is always prepared, focused, and never surprised. Operational Consistency Build and maintain systems for meeting prep, follow-up, and stakeholder engagement. Create repeatable processes that bring order to a dynamic environment. Track commitments and ensure nothing falls through the cracks. Trusted Support Serve as a calm, steady presence in a fast‑paced, high‑growth environment. Maintain confidentiality and professionalism at all times. Be the go‑to person for getting things done right, the first time. Requirements Experience 3+ years of experience supporting senior executives in a fast‑paced environment preferred Proven track record in calendar, travel, and communication management Demonstrated ability to build systems, enforce processes, and manage details independently Skills & Competencies Detail-obsessed: notices what others miss and takes pride in precision Process-driven: creates systems that bring order to a dynamic environment Steady under pressure: remains calm, focused, and thorough even when things move fast Warm and professional: builds trust through consistent, thoughtful communication Loyal and discreet: protects sensitive information and relationships with care Technology & Tools High proficiency in Microsoft Office Suite and Microsoft Teams Experience with scheduling platforms and executive communication tools Proficiency with AI tools (such as Claude, Copilot, ChatGPT, or similar) to enhance productivity and streamline workflows Education Bachelor's degree preferred Company RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution. We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day. If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you. This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law. We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process. Benefits And Compensation Salary: $80,000 - $95,000 Competitive salary + bonus pool Generous PTO, holidays, and a Charitable Service Day Health, dental, vision insurance + RFG Advisory stipend Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage Lifestyle Spending Account 401(k) with Safe Harbor contribution Paid parental leave, short- and long-term disability, life insurance Surface Pro + home office setup Pet Insurance Continuing education and professional development support #J-18808-Ljbffr Socket.dev