Job Description
Job Description
We are looking for a highly organized Executive Assistant to support the CEO in a wealth management company. This person will manage email inboxes, calendars and will perform a variety of administrative tasks efficiently. The ideal candidate brings strong communication skills, attention to detail, and the ability to manage multiple responsibilities in a fast-paced environment. This role is 100% on site in Spokane Valley, WA.
Responsibilities:
• Coordinate calendars, appointments, and client meetings to ensure priorities are managed efficiently and follow-up commitments stay on track.
• Reach out to clients to arrange reviews, confirm meetings, and support ongoing communication for active opportunities and accounts.
• Prepare presentations, meeting documents, and supporting materials ahead of scheduled discussions to ensure all information is complete and ready to use.
• Enter and maintain accurate records of customer interactions, tasks, and updates within CRM and other internal tracking systems.
• Partner with CEO and internal colleagues to relay requests, resolve open items, and help deliver timely responses to client needs.
• Monitor pipelines, account activity, and outstanding items by maintaining organized tracking lists and status updates.
• Support weekly planning sessions by organizing upcoming priorities, scheduling needs, and action items for the team.
• Keep work areas, files, and essential materials well organized so information is easy to access when needed.
BENEFITS OFFERED:
Medical/Dental/Vision – 100% paid for employee
Life and long-term disability
401k plan
PTO/holidays
• Minimum of 5 years' experience with administrative support at a high level.
• Ability to manage emails, calendars, meetings, and multiple deadlines with a high level of accuracy.
• Strong written and verbal communication skills, including clear and accurate email correspondence.
• Proficiency with CRM platforms and Microsoft Outlook, Word, Excel, and PowerPoint.
• Strong organizational skills with careful attention to detail and record accuracy.
• Ability to work collaboratively with internal teams while managing tasks independently.