Executive Assistant

Job Description

Job Description

Rockstar is recruiting for a leading independent registered investment advisory firm based in Alpharetta, GA. The client provides comprehensive financial and retirement planning, wealth management, tax strategies, protection, legacy planning, and fiduciary services to high-net-worth business owners, executives, professionals, and independent women with $1 million or more in savings. The firm oversees more than $300 million in assets, including assets under management and insurance and annuity products. Rockstar is supporting this client in their search for an Executive Assistant to join their dynamic and purpose-driven team.

The core purpose of the Executive Assistant role is to provide support and drive business results alongside the CEO through : core project execution; gatekeeping of the CEO’s time; organization of CEO and business project priorities; calendar optimization; client scheduling; relationship management; strategic relationship touches; and excellence in client service.

The Executive Assistant will be located in Alpharetta, GA. This role is responsible for providing high-level support that involves making sure priorities are executed, the executive is able to remain focused on strategic initiatives, calendars are coordinated, travel is coordinated, email is filtered and managed, and helping ensure the team operates efficiently.

The CEO is high energy, fast-paced, and tends to have many projects going at the same time. He drives business results, launches new initiatives for growth, and juggles many projects in the business and volunteer charitable work outside the business. He is passionate about the work he does and is focused on achieving big business goals, growth, and team development.

Key Responsibilities

• Protect and focus the executive’s time, acting as a gatekeeper recognizing what is urgent vs important vs what can be delegated
• Prioritize, organize, manage, and track multiple detailed projects, tasks, and assignments that move the business forward
• Provide administrative support to the CEO, including (but not limited to) managing calendars, scheduling client visits, organizing priorities
• Arrange and coordinate travel plans, such as booking flights, accommodations, and transportation
• Assist with special projects and initiatives needed to move the business forward
• Handle sensitive information with the utmost discretion and confidentiality at all times
• Build and maintain positive relationships with clients, prospects, and team

Skills & Experience Needed

Salary

$80,000–$120,000 depending on experience

Benefits

Hours

About You

Is the candidate self-managed, self-motivated, self-resourced, and service focused?

The client is seeking candidates who are energized by making a difference by supporting executives and the team; adding value through contributions to the team; and providing excellent support and organizational skills.

(CID 2384)