A wealth management firm is looking for an Executive Assistant to the Founder. The Executive Assistant will have their own office. The office has mountain views, an employee lounge, secure parking and a collaborative, positive culture. Te role is 5 days in office.
Own a complex calendar: client meetings, prospect conversations, internal huddles, tax and planning deadlines, and external appointments.
Prepare daily briefs: who, why, materials needed, and follow-up from the last conversation.
Coordinate domestic travel, itineraries, and ground transportation.
Own the owner’s personal and professional organization systems, including calendar hygiene, email workflows, file structure, task tracking, meeting preparation, and follow-up processes.
Evaluate, recommend, and roll out productivity tools as needed (Microsoft 365 plus tools such as Notion, Asana, Monday.Use AI tools (Grok) to draft, summarize, organize information, and reduce administrative friction.
Document reusable processes, so work is consistent and transferable.
Deliver consistent, high-touch service to high-net-worth clients and professional partners.
Draft, format, and proofread presentations, agendas, memos, and meeting materials (Word, Excel, PowerPoint).
Assemble packets for client reviews, planning meetings, and tax-season work.
Organize physical and digital files so nothing sits in a pile, and everything is easy to find.
Maintain confidential client, contract, and firm records in line with privacy, cybersecurity, and retention standards.
Support office operations: supplies, vendors, meeting logistics, and client events or dinners.
Assist with special projects (process improvements, system rollouts, event planning, transition from the retiring assistant).
Handle other duties that keep the owner’s office and the firm running well.
Experience working at a financial firm a plus
Excellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook)
Salary, Profit Sharing, Benefits (medical, dental vision), 401K, Paid Vacation
Own a complex calendar: client meetings, prospect conversations, internal huddles, tax and planning deadlines, and external appointments.
Prepare daily briefs: who, why, materials needed, and follow-up from the last conversation.
Coordinate domestic travel, itineraries, and ground transportation.
Own the owner’s personal and professional organization systems, including calendar hygiene, email workflows, file structure, task tracking, meeting preparation, and follow-up processes.
Evaluate, recommend, and roll out productivity tools as needed (Microsoft 365 plus tools such as Notion, Asana, Monday.Use AI tools (Grok) to draft, summarize, organize information, and reduce administrative friction.
Document reusable processes, so work is consistent and transferable.
Deliver consistent, high-touch service to high-net-worth clients and professional partners.
Draft, format, and proofread presentations, agendas, memos, and meeting materials (Word, Excel, PowerPoint).
Assemble packets for client reviews, planning meetings, and tax-season work.
Organize physical and digital files so nothing sits in a pile, and everything is easy to find.
Maintain confidential client, contract, and firm records in line with privacy, cybersecurity, and retention standards.
Support office operations: supplies, vendors, meeting logistics, and client events or dinners.
Assist with special projects (process improvements, system rollouts, event planning, transition from the retiring assistant).
Handle other duties that keep the owner’s office and the firm running well.
Experience working at a financial firm a plus
Excellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook)
Salary, Profit Sharing, Benefits (medical, dental vision), 401K, Paid Vacation
Executive Assistant (Lone Tree) in lone tree at Unknown Company
- Typical pay
- $44,860–$71,112
For context, most administrative assistants earn between $44,860–$71,112 a year according to Bureau of Labor Statistics wage data. What this particular role pays is set by the employer — check the description above.
This position is listed as contract and onsite.