Executive Assistant
1 month ago
Saint Louis
Job Description Are you a highly organized professional who thrives in a fast-paced environment and excels at supporting senior leaders with precision, discretion, and proactive problem-solving? Gatewood Wealth Solutions, a comprehensive wealth management firm, is seeking a detail-oriented Executive Assistant to provide high-level administrative, scheduling, and logistical support to firm leadership. This role is centered on optimizing executive time, managing complex calendars, and supporting executive-led business and personal priorities, including client-facing key moments and relationship-building activities. You will work closely with senior leadership and internal partners to ensure seamless coordination of meetings, travel, and executive-hosted engagements, while maintaining the highest standards of professionalism and confidentiality. Key Responsibilities Executive Scheduling & Time • Provide full-service scheduling support for firm leadership, including client meetings, strategic planning sessions, and business development activities, • Optimize executive calendars to minimize conflicts, prioritize high-impact work, and improve overall efficiency, • Coordinate internal meetings across advisors, planners, and specialists to ensure alignment and preparedness, • Manage external meeting coordination with clients, prospects, Centers of Influence, and business partners, • Prepare agendas, pre-meeting materials, and follow-up notes as needed, • Support executive-hosted activities related to business development and client experience, including client celebrations, milestone events, and relationship-building engagements, • Assist with logistics for select personal events tied to executive priorities and client or firm relationships, • Coordinate venues, vendors, reservations, and timelines in partnership with internal teams or external providers, • Manage invitations, confirmations, and attendee tracking for executive-hosted engagements, • Ensure executives are prepared for key moments with schedules, materials, and logistical support, • Maintain executive calendars and support scheduling tied to firmwide initiatives, • Take detailed notes during leadership meetings, strategy sessions, and retreats, capturing decisions and action items, • Track follow-ups and progress on leadership initiatives to ensure accountability, • Serve as a liaison between executives and internal teams to support clear communication and timely execution, • Maintain accurate and up-to-date records in Practifi, including contacts, meetings, and business development activities, • Ensure relationship-building meetings and engagements are properly documented and coded, • Code business and personal expenses accurately in Divvy, ensuring compliance and proper documentation, • Review and refine administrative and scheduling processes to support firm growth and scalability, • Identify inefficiencies and recommend solutions to improve executive support and operational effectiveness Core Competencies • Expert-level calendar management and organizational skills, • Exceptional attention to detail and follow-through, • Strong written and verbal communication skills, • High level of discretion, judgment, and professionalism, • Proactive, service-oriented mindset, • Ability to manage competing priorities in a fast-paced environment, • 3+ years of experience in an Executive Assistant or similar executive support role, • Proven experience managing complex, high-volume calendars for senior leaders, • Experience supporting executive-hosted engagements, client activities, or personal logistics preferred, • Proficiency in Microsoft Outlook, Excel, and scheduling tools, • Familiarity with CRM systems and project management tools (e.g., Practifi, Asana, Trello) is a plus, • Bachelor’s degree preferred