Executive Assistant

Job Title: Executive Assistant to the CEO

Location: Amherst, NH (In-Office)

Employment Type: Full-Time

Compensation: Competitive salary + full benefits package

Position Overview

We are seeking a highly organized, proactive, and detail-oriented Executive Assistant to support the CEO of a growing Wealth Management firm in Amherst, NH. This individual will serve as a trusted partner, managing the CEOs day-to-day operations, optimizing time, and ensuring seamless coordination across business and personal commitments. This is a fully in-office role requiring strong judgment, discretion, and the ability to thrive in a fast-paced, client-focused environment.

Key Responsibilities

Executive Support

• Manage and maintain the CEOs complex calendar, including scheduling meetings, appointments, and priorities
• Coordinate domestic and international travel arrangements, including itineraries, accommodations, and logistics
• Act as a gatekeeper, prioritizing communications and requests to maximize the CEOs efficiency
• Prepare meeting agendas, briefing materials, and follow-up action items

Event & Meeting Coordination

• Plan, coordinate, and execute internal and client-facing events, including logistics, invitations, and materials
• Schedule and organize executive meetings, board meetings, and client engagements
• Ensure all meetings are efficiently structured and aligned with business objectives

Operational Efficiency

• Support time management by anticipating needs, resolving scheduling conflicts, and ensuring optimal use of the CEOs time
• Assist with special projects and strategic initiatives as needed
• Maintain confidentiality and handle sensitive information with discretion

Administrative Excellence

• Draft, review, and manage correspondence on behalf of the CEO
• Maintain organized records, files, and documentation
• Liaise with internal teams, clients, and external partners professionally and effectively

Qualifications

• 37+ years of experience supporting senior executives, preferably within financial services or wealth management
• Strong understanding of executive-level support and business operations
• Exceptional organizational and time management skills
• High attention to detail with the ability to anticipate needs and solve problems proactively
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and calendar management tools
• Ability to multitask and prioritize in a fast-paced environment
• Demonstrated professionalism, discretion, and sound judgment

Preferred:

• Experience in Wealth Management, Financial Services, or a Registered Investment Advisor (RIA) environment
• Familiarity with CRM systems and client relationship workflows

Benefits

• Competitive base salary
• Comprehensive health, dental, and vision insurance
• Retirement plan with company contribution
• Paid time off and holidays
• Professional development opportunities

Why Join Us?

This is an opportunity to work closely with executive leadership in a dynamic and growing wealth management firm. Youll play a critical role in driving efficiency, supporting strategic initiatives, and contributing to a high-performing team environment.