Executive Coordinator

Wescott Financial Advisory Group, a leading Philadelphia-based RIA, is seeking a highly organized, proactive, and professional Executive Coordinator to support our senior leadership team. This pivotal role ensures the smooth operation of day-to-day activities, facilitates effective collaboration across the firm, and serves as a trusted administrative partner to our executives.

The Executive Coordinator is a valued representative of the firm who interfaces with clients, vendors, and colleagues. For those who thrive in fast-paced professional settings, embrace complex priorities, and take pride in delivering support with discretion and professionalism, this position offers a rewarding, high-impact opportunity.

What You'll Do

Executive & Leadership Support

• Manage complex calendars, scheduling internal and external meetings while anticipating leadership priorities
• Prepare, edit, and organize correspondence, presentations, and meeting materials
• Coordinate travel arrangements, itineraries, and logistics for executives
• Support leadership committees, firm initiatives, retreats, and events, including post-event follow-up
• Serve as a collaborative liaison across departments to ensure seamless communication and workflow
• Handle sensitive and confidential information with the utmost professionalism

Office Coordination & Administrative Support

• Maintain a professional, organized, and welcoming environment for employees, clients, and visitors
• Coordinate conference rooms, shared workspace resources, and office logistics
• Assist with vendor coordination, office supplies, and mail management
• Provide backup administrative support during peak periods or staff absences

Operations & Project Support

• Facilitate client gifting, engagement letter preparation, and document management
• Support HR and culture initiatives, including employee recognition communications
• Maintain and update firm templates, standardized documents, and internal reference materials
• Assist with internal systems, Salesforce task tracking, and workflow coordination
• Partner with Advisor Support Specialists and Client Service staff to support cross-functional administrative needs
• Contribute to the continuous improvement of administrative and operational processes

Technology & Tools

• Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Salesforce (CRM), iManage (Document Management), Zoom, Adobe Acrobat
• Calendly, DocuSign, ExpenseWire, 15Five, Paychex Flex

What Success Looks Like

• Executives can focus on strategic priorities with confidence that administrative and operational details are seamlessly handled
• Firm events, meetings, and initiatives run smoothly and efficiently
• Office operations and workflows are consistently organized, accurate, and professional
• Stakeholders across the firm experience proactive, service-oriented collaboration

Core Competencies

• Organizational & Planning Skills
• Communication Proficiency
• Technical Capacity
• Initiative & Judgment
• Collaboration & Teamwork
• Client Service Orientation
• Adaptability & Flexibility
• Confidentiality & Professionalism

Why Wescott

At Wescott, our people are our greatest asset. As an Executive Coordinator, you will play a key role in keeping our firm running smoothly while supporting leaders who shape client outcomes and the firm's culture. You'll work in a collaborative, inclusive environment where initiative, judgment, and professionalism are recognized and valued.

Requirements

What Success Looks Like

• Executives can focus on strategic priorities with confidence that administrative and operational details are seamlessly handled
• Firm events, meetings, and initiatives run smoothly and efficiently
• Office operations and workflows are consistently organized, accurate, and professional
• Stakeholders across the firm experience proactive, service-oriented collaboration

Benefits

Wescott is dedicated to creating an inclusive workplace that fosters and values diversity. More importantly, it aims to create an environment where everyone, regardless of background, can perform at their best. All qualified applicants will be considered for employment at Wescott without regard to race, creed, color, religion, national origin, sex, age, disability, sexual orientation, gender identity or expression, genetic predisposition or carrier status, veteran, marital, or citizenship status; or any other status protected by law. Wescott is proud to be an affirmative action and equal opportunity employer.

Our competitive salary is commensurate with experience. Performance-based bonus and a wide range of employee benefits and support programs that include:

• Medical / Dental / Vision Insurance
• 401(k)/Employee's Pension Plan
• Domestic Partner Benefits
• Family/Dependent Care Leave
• Basic Life/AD&D Insurance / Voluntary Life Insurance
• Short-term and Long-term Disability Insurance
• Sick Leave
• Vacation (20 days per year)
• Holidays (11) and Floating Holidays
• Volunteer Paid Time Off
• Spring Health EAP
• Employee Resource Groups
• Flexible Spending & Health Care Spending
• Commuter Benefit
• Global Fit / Walk My Mind / Back-Up Care Advantage
• Pet Insurance
• Business Casual Dress Code
• Caring team of co-workers

When applying, include a cover letter when uploading your resume.

Preference will be given to candidates residing in the Philadelphia Region.

We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Wescott is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Wescott via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Wescott, and no fee will be paid in the event the candidate is hired by Wescott of affiliates