Executive Assistant to Chief Executive Officer

Executive Assistant to Chief Executive Officer

Executive Assistant to Chief Executive Officer

Key Responsibilities:

• Provide proactive administrative support to the CEO and executive team, including calendar management, email management, meeting preparation, and client communications.
• Draft, format, and edit client-facing documents and internal reports with absolute attention to detail.
• Manage confidential financial documents, organize client data, and maintain CRM records (Redtail CRM experience is a plus).
• Coordinate travel arrangements, handle logistics, and prepare detailed itineraries.
• Creation and refinement of financial spreadsheets, presentations, and tracking tools.
• Serve as a liaison between the CEO and clients, custodians, and internal teams with professionalism and discretion.

Required Skills & Qualifications:

• Advanced proficiency in Microsoft Excel is essential — including pivot tables, VLOOKUP/XLOOKUP, IF statements, dynamic formulas, and formatting for executive reporting.
• 3+ years of executive support experience, preferably in financial services, legal, or a high-touch professional environment.
• Exceptional written and verbal communication skills.
• Meticulous attention to detail and organizational skills.
• Ability to handle confidential information with discretion and integrity.
• Tech-savvy with proficiency in Microsoft 365 (Word, Excel, Outlook, PowerPoint, Teams), Adobe Acrobat, Zoom, and document management tools (Box.com a plus).
• Self-starter with the ability to anticipate needs, manage deadlines, and operate with a sense of urgency.
• Experience working in financial services, wealth management, or investment advisory firms.
• Familiarity with tools such as Redtail CRM, Morningstar Advisor, Black Diamond, SmartRIA, and/or FMG Suite.
• Licensing in the financial services industry is a plus, including Series 66, Series 7, Series 6, Life & Health, or similar certifications.

About Triumph Capital Management:

We are a fiduciary financial planning and investment advisory firm dedicated to serving high-net-worth individuals and families with integrity, insight, and personalized guidance. We value excellence, tradition, and the power of strong client relationships. Learn more at

How to Apply:

To apply, please submit your resume and a brief cover letter highlighting your Excel skills and relevant experience. Resumes can be emailed to

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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