Executive Assistant

The Opportunity

Asset Financial Planners is a high-performance wealth management firm built on precision, strategy, and an uncompromising standard of client service. We are seeking an Executive Assistant who thrives in a fast-paced, results-driven environment. Someone who doesn't just keep up, but sets the pace.

Role Overview

Reporting directly to firm leadership, the Executive Assistant serves as a critical operational hub managing communications, coordinating client-facing logistics, supporting compliance workflows, and working in close partnership with our Operations team. This is not an administrative support role. It is a high-trust position for a sharp, self-directed professional who takes ownership of outcomes.

What You'll Do

Manage executive calendars, travel, and communications with precision

Coordinate client correspondence and meeting preparation

Partner with Operations to ensure seamless workflow execution

Maintain documentation, files, and compliance records with zero margin for error

Leverage AI tools to increase efficiency and output quality

Anticipate needs and resolve problems before they surface

Draft communications, proposals, and internal materials

Manage time-sensitive tasks across multiple concurrent priorities

Who You Are

Obsessive attention to detail errors are not an option

Calm, organized, and decisive under pressure

Comfortable with AI tools and eager to learn new ones

Strong communicator, written, verbal, and professional

Discreet with sensitive client and firm information

Proactive you solve problems without being asked

Collaborative by nature; blends well within a tight-knit operations team

Competitive mindset with a track record of delivering

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• Paid time off

Work Location: In person