Executive Assistant to CEO – Wealth Management Firm

I’m partnering with a well-established, growing wealth management firm to identify an experienced Executive Assistant to provide high-level support to the firm’s Chief Executive Officer.

Based in the Washington, DC metro area, this is a critical, trusted role for someone who thrives in a fast-paced, professional environment and enjoys being the right hand to senior leadership. The successful candidate will be highly organized, detail-oriented, and comfortable managing competing priorities while maintaining absolute discretion.

The Role

This position serves as the operational backbone of the CEO’s office, ensuring seamless day-to-day execution while supporting broader strategic initiatives. You’ll act as a key liaison between the CEO and internal/external stakeholders and play an integral role in keeping priorities on track.

Key Responsibilities

• Provide comprehensive executive-level administrative support, including complex calendar management, meeting coordination, and travel planning

• Serve as a primary point of contact for senior stakeholders, handling correspondence and communications with professionalism and discretion

• Prepare meeting materials, agendas, and summaries; track action items and follow through to completion

• Support ad hoc projects, research, and analysis tied to firm-wide initiatives

• Maintain strict confidentiality around sensitive business and client matters

• Oversee organization of executive files, documents, and workflows to ensure operational efficiency

• Coordinate logistics for meetings, offsites, and occasional events, delivering a polished and professional experience

Ideal Background

• Bachelor’s degree preferred

• 5+ years of experience supporting C-suite or senior executives, ideally within financial services, wealth management, or a professional services environment

• Exceptional organizational and time-management skills

• Strong written and verbal communication abilities

• High proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint) and related tools

• Ability to juggle multiple priorities calmly and effectively

Personal Attributes

• Proactive, resourceful, and solutions-oriented

• Highly professional with sound judgment

• Comfortable working independently while collaborating with senior leadership and broader teams

Compensation & Benefits

• Competitive base compensation

• Comprehensive health benefits

• Bonus eligibility

• 401(k) with employer match