Executive Operations Assistant

About Covenant Wealth Management

Covenant Wealth Management (CWM) is a growing wealth management firm serving business owners, professionals, and families. Our work centers on helping clients make wise financial decisions with clarity, confidence, and long-term perspective.

Our team operates with a strong commitment to:

- Excellence in our work

- Deep, trusted client relationships

- Integrity in every decision

- Wisdom in planning and execution

We are a values-driven firm, and our culture reflects a Christian worldview and a commitment to integrating biblical wisdom into both our work and how we serve clients. As a Kingdom Advisor firm, we are intentionally prepared to serve clients who desire to incorporate biblical values into their financial decisions, while also serving others with professionalism and respect.

Position Overview

This role exists to create clarity, organization, and operational momentum inside a growing firm.

You will work directly with the founder and leadership team to help manage priorities, support client-related processes, and ensure priorities are executed with clarity, consistency, and follow-through.

This role is an important part of how our clients experience the firm.

This is a hybrid role that blends executive support and operational coordination. On any given day, you may be organizing calendars and communications, assisting with client account processes, coordinating internal projects, or supporting recruiting and marketing efforts.

The right person for this role brings a high level of personal ownership, a strong ability to create and maintain organization, attention to detail, and a desire to contribute to a team environment built on trust, excellence, and shared values.

Key Responsibilities

Executive Support

- Manage calendar, scheduling, and meeting coordination for the founder

- Organize and prioritize incoming communication (email, tasks, follow-ups)

- Prepare materials and ensure readiness for client and internal meetings

Operations & Client Support

- Assist with client account setup, paperwork, and follow-through

- Coordinate internal workflows and ensure tasks are completed on time

- Support ongoing client service processes and requests

- Serve as a point of first contact for clients by greeting them in the office, creating a welcoming environment, and contributing to a high-quality client experience

Team & Firm Support

- Assist with recruiting coordination and candidate communication

- Support marketing and event logistics

- Help maintain organization across systems, files, and processes

The Ideal Candidate

- Takes ownership of responsibilities and follows through consistently

- Is highly organized and detail-oriented

- Enjoys creating structure and clarity in a fast-moving environment

- Is comfortable supporting both executive-level priorities and day-to-day operations

- Values being part of a team that prioritizes trust, integrity, and purpose in its work

- Is aligned with a professional environment where the Christian faith is part of the firm’s culture

This Role May Not Be the Right Fit If …

- You do your best work in environments with clearly defined responsibilities, structured workflows, and predictable routines

- You are most energized when priorities and next steps are clearly directed, rather than self-initiated

- You tend to thrive in roles with a focused, specialized set of responsibilities rather than a broader, multi-dimensional scope

- You are most fulfilled in roles that are either primarily administrative or primarily strategic, rather than a blend of both

- You do your best work in environments where personal values and faith are not integrated into day-to-day professional interactions

Compensation & Benefits

- Salary Range: $55,000 – $68,000 (based on experience and demonstrated ability)

- Paid time off

- Professional development opportunities

- Opportunity for long-term growth within the firm

We view this role as an important long-term position within the firm and are committed to developing the right individual over time. Compensation will grow with increased responsibility, consistency, and contribution to the team.

Work Environment

- In-office role in Winston-Salem, NC

- Collaborative, team-oriented environment

- High level of trust and responsibility

- Opportunity to work closely with firm leadership

Application Instructions

To apply, please submit your resume along with brief written responses to the following:

1. Covenant Wealth Management operates from a Christian worldview and integrates biblical wisdom into its culture and client work. How do you view working in an environment like this, and how would you expect to engage with it in a professional setting?

2. This role involves a blend of executive support and operational responsibilities, often requiring flexibility and shifting priorities. How do you approach managing a role like this, and what helps you stay effective in that kind of environment?

3. Describe a time when you were responsible for ensuring something important was completed. How did you stay organized and ensure it was followed through successfully?

4. How do you typically organize your work and keep track of multiple responsibilities and deadlines?

5. What specifically interests you about this role and this type of work environment?

(Optional but encouraged)

You may also include a short video (2–3 minutes) introducing yourself and sharing why this role is a strong fit.

Job Type: Part-time

Pay: $52,000.00 - $65,000.00 per year

Benefits:

• Health insurance
• Paid time off
• Retirement plan

Education:

• Bachelor's (Preferred)

Experience:

• Microsoft Office: 1 year (Required)
• Administrative & Business Operations: 1 year (Required)

Work Location: In person