Executive Assistant to Chief Executive Officer Job at Plancorp Wealth Management

Executive Assistant to Chief Executive Officer

Plancorp is seeking an Executive Assistant to join our growing team. Reporting directly to the CEO, this role provides high‑level administrative support that enhances the CEO’s effectiveness and efficiency. This is a collaborative role which will interface with individuals from all functional areas of the firm, as well as outside stakeholders.

Who We Are:

• Nationally recognized fee‑only RIA firm
• St. Louis based; in business for 35+ years
• AUM approximately $7.5 billion
• Serving individuals, families, business owners, non‑profit and institutional clients

Position Overview:

The EA exercises attention to detail in all duties, including scheduling meetings, arranging travel, drafting communication, and providing administrative support. The EA is adaptable, will balance multiple priorities and will have the ability to exercise good judgment. The EA must take ownership of their assignments and handle a wide variety of activities and confidential matters with discretion.

What you bring:

• Experience performing administrative duties in a professional services environment
• Demonstrated ability to build credibility, trust and support with leadership
• Strong organizational skills that reflect the ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail
• A proven ability to handle confidential information with discretion and to be adaptable to various competing demands
• Strong interpersonal skills and the ability to build relationships
• Champion of the culture
• Experience in planning events
• Proficient in MS 365 Office, Salesforce, Calendly, Adobe Acrobat; tech savvy
• Experience in EOS Traction is a plus
• Willingness to utilize AI‑driven solutions
• Prepare and distribute Board materials and other sensitive executive documents

Why Work With Us?

You’ll have the opportunity to learn from our team of experts, do work that touches people’s lives, and be a part of our unique culture. We take great care of the people who take care of our clients. Comprehensive rewards package includes annual bonuses, daily catered lunch and free access to a workout facility. People from underrepresented communities are encouraged to apply. We look forward to meeting you!

This is a salaried, non‑exempt position. The expectation is that 40 hours worked per week will not be exceeded without written approval from CEO, per Plancorp policy.

Job Details

• Seniority level: Mid‑Senior level
• Employment type: Full‑time
• Job function: Finance and Sales