Schedule: 40 hours per week – Salaried

Location: 1956 Carter Road Cleveland, OH

Firm Type: Boutique Holistic Wealth Management Firm

Our Mission: To help the clients we serve protect their family, business, and ownership interest through

integrated planning that reduces complexity, minimizes risk, builds wealth, and improves tax efficiency.

Position Overview

Ready to work with a team that appreciates your natural ability to coordinate, communicate, and

accurately complete your job, making sure it’s done right? Ready to work in a fast-paced, team-oriented

environment with people that are there to succeed, not just survive?

We’re looking for a highly organized, proactive, and service-oriented professional to support two Senior

Wealth Management Advisors who provide holistic wealth management, business succession, estate, tax,

retirement, and risk management planning for successful families, business owners, and executives. This

person will serve as an operational hub on the advisory team, ensuring client relationship, planning

engagement, and internal projects move forward efficiently. The primary responsibility is to help advisors

execute client work by managing cases, coordinating projects, prioritizing competing demands, and

delivering exceptional client experience. Key to this role is precision, process excellence, confidentiality,

and teamwork within a high-trust advisory environment.

We are a rapidly growing financial services company. We need someone to help us manage the

momentum with a professionalism that shines through.

Primary Responsibilities

• Calendar management – coordination and management of the Advisors’ calendars, schedule client

meetings and other events. Resolve conflicts as they arise.

• Scheduling – arrange meetings and events coordinating all logistics and preparation of materials as

required.

• Inbox/Email Management – monitor and prioritize Advisors’ email, respond on behalf of the Advisor

as directed, ensure timely response to all critical emails.

• Client Experience – serve as point of contact for clients ensuring inquiries and requests are

addressed promptly. Oversee client meeting preparation, materials distributions, and follow up

activities.

• Administrative Support – oversee and implement client review process; assist with preparation of

reports, presentations, and other documentation as needed; proactively reach out to solve

problems and achieve set goals.

• Business Development Support – coordinate prospective client meetings and presentations, track

new business and client opportunities, support marketing events and referral relationship activities.

What Success Looks Like

• Thinks beyond today's tasks and anticipates future needs.

• Prioritizes effectively in a dynamic environment.

• Keeps advisors organized and client cases moving forward.

• Builds trusted relationships with clients and professional partners.

• Demonstrates ownership, accountability, and a continuous improvement mindset.

• Own the outcome, not just the task.

• Prioritize the firm's objectives over individual work queues.

• Communicate early when priorities shift.

• Continuously improve systems and processes.

• Deliver a "white glove" client experience.

• Be willing to step outside your job description when the team needs support.

• Contributes positively to a collaborative, high-performing team culture.

Qualifications

• Education: Bachelor’s degree in business administration, Finance, or a related field preferred.

• Experience: Minimum of 3-5 years of experience as an executive assistant or in a similar role within

financial services.

• Skills:

o Excellent organizational and time-management skills.

o Strong written and verbal communication skills.

o Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

o Ability to work independently and as part of a team.

o High level of discretion and confidentiality.

Hiring Process

As part of our hiring process, candidates will participate in:

• Culture Index assessment

• Additional behavioral and aptitude evaluations

• Structured interview process

• Salary considerations commensurate with experience

• Benefits include group medical insurance, 401k, vacation (PTO)