Executive Assistant Job at Wealthspire Advisors in Annapolis

Overview

Executive Assistant role at Wealthspire Advisors. The Executive Assistant provides high-level administrative support to the President & COO, as well as two Senior Leaders. This role demands exceptional organizational abilities, sound judgment, and a high degree of discretion in handling sensitive and confidential matters. Operating in a fast-paced, dynamic environment, the Executive Assistant must be proactive, detail-oriented, and an effective communicator. The ideal candidate demonstrates initiative, professionalism, and a collaborative mindset, ensuring seamless support to the leadership. This role offers flexibility and can be performed in either a hybrid or fully remote work setting, requiring strong self-motivation and effective use of remote collaboration tools.

Responsibilities

• Manage daily calendars, meetings, and appointments with flexibility and discretion.
• Draft and edit emails, memos, and communications on behalf of executives.
• Plan and execute internal and external meetings, including logistics, catering, and presentation materials.
• Arrange corporate travel, including itineraries, transportation, lodging, and meeting accommodations, and handle last-minute changes.
• Support occasional marketing initiatives in collaboration with the Marketing Department.
• Coordinate and maintain senior leaders’ calendars and expense reports and provide administrative support on various tasks as required.
• Prepare presentations, spreadsheets, and other documents as requested. Assist with special projects, often involving research and data collection.
• Handle confidential matters and independently manage special assignments.
• Provide general administrative support and participate in team meetings and training sessions.
• Mentor junior administrative staff and model exceptional client service across the organization.

Qualifications

• Bachelor’s degree and 3+ years of experience supporting senior executives, preferably in financial services.
• Advanced proficiency in Microsoft Outlook, Word, PowerPoint, and strong skills in Excel.
• Highly organized, adaptable, and capable of managing multiple priorities independently.
• Strong interpersonal skills and ability to build relationships across the organization.
• Demonstrated integrity, initiative, and reliability.
• Excellent verbal and written communication skills, with the ability to tailor messaging to various audiences.
• Commitment to confidentiality and discretion in all aspects of the role.
• Some travel may be required.

What We Offer

Wealthspire Advisors offers a competitive salary and benefits package, including PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. The base salary range for this position is $74,000 – $108,000, determined by factors including experience, credentials, education, certifications, skill level, scope of position, and geographic location. In addition to base salary, this position may be eligible for performance-based incentives.

NFP, an Aon company, and Wealthspire Advisors is proud to offer an inclusive Equal Employment Opportunity employer.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Other

Industries: Insurance

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We are an inclusive Equal Employment Opportunity employer.