Executive Assistant to Chief Executive Officer (McLean) Job at Bogart Wealth in

Executive Assistant to Chief Executive Officer

Bogart Wealth is a leading provider of wealth management solutions, dedicated to helping our clients achieve their financial goals. With a focus on personalized service and innovative strategies, we pride ourselves on our commitment to excellence and integrity.

Position Overview

We are seeking a highly organized and proactive Executive Assistant to support our CEO. The ideal candidate will possess exceptional communication skills, a strong attention to detail, and the ability to manage multiple tasks in a fastpaced environment. This role is critical in ensuring the efficient operation of the executive office and will serve as a trusted partner to the CEO.

Key Responsibilities

• Administrative Support: Provide comprehensive administrative support to the CEO, including managing calendars, scheduling meetings, and coordinating travel arrangements.


• Communication: Act as the primary point of contact for internal and external stakeholders, handling correspondence and facilitating communication on behalf of the CEO.


• Meeting Coordination: Prepare agendas, take minutes, and follow up on action items from meetings, ensuring timely completion.


• Project Management: Assist with special projects, research, and data analysis as directed by the CEO, ensuring deadlines are met and objectives are achieved.


• Confidentiality: Maintain a high level of discretion and confidentiality regarding sensitive information and business matters.


• Office Management: Oversee the organization of the executive office, including maintaining files, organizing documents, and ensuring a productive work environment.


• Event Planning: Coordinate logistics for meetings, conferences, and special events, ensuring a professional and seamless experience.

Qualifications

• Education: Bachelors degree in Business Administration, Finance, or a related field preferred.


• Experience: Minimum of 5 years of experience supporting Csuite executives, preferably within the financial services or wealth management industry.


• Skills: Exceptional organizational and timemanagement skills; strong written and verbal communication; proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software; ability to handle multiple priorities with a calm and positive demeanor.


• Attributes: Proactive, resourceful, and adaptable; high level of professionalism and a strong work ethic; ability to work independently and as part of a team.


• Compensation: Competitive salary with additional benefits.

Benefits

• Medical insurance


• Vision insurance


• 401(k) retirement plan with company match

Seniority Level

Associate

Employment Type

Fulltime

Job Function

Administrative

Location: Washington, DC

Compensation: $90,000.00 $105,000.00 per year

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