Executive Assistant

Executive Assistant

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 handhelping 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.

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.

Maintain executive calendars by planning and scheduling meetings, conferences, video conferences, and travel arrangements.

Manage and book executive travel, lodging, transportation, and dining arrangements.

Format and prepare internal and external communications, including memos, presentations, organizational charts, workbooks, reports, and agendas.

Reconcile executive expense reports to ensure accurate financial tracking.

Plan and attend client and employee events as required, ensuring smooth execution.

Order office supplies and maintain inventory as needed to support office operations.

Support a fast-paced, demanding work schedule that can include early mornings, evenings, and weekends as needed.

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

If interested, please email me with the following:

A brief letter explaining why you believe you would be a great fit for this position.

Your updated resume, including 3 references with contact information.