Wealth Management Executive Assistant
25 days ago
Memphis
Job Description Position: Executive Assistant | Wealth Management Location: Memphis, TN Compensation: $60,000 – $80,000 base salary (commensurate with experience) Job Type: Full-time, in-person Our client, a mission-driven and community-focused financial advisory firm, is seeking a highly organized and experienced Executive Assistant to support the daily operations of their leadership team. This role is ideal for someone with a relevant background in wealth management, proven experience supporting financial advisors or client service operations, and the ability to handle sensitive information with the utmost discretion. The Executive Assistant will play a critical role in managing executive schedules, overseeing compliance and documentation workflows, and ensuring operational efficiency throughout the firm. This is a high-impact role requiring professionalism, adaptability, and excellent communication skills. Key Responsibilities of the Executive Assistant: Executive Support & Scheduling • Manage calendars, schedule meetings, and coordinate travel arrangements, • Prepare materials and agendas for meetings in a timely manner, • Serve as first point of contact, answering phones, greeting clients, and directing inquiries appropriately, • Review and file daily mail and documents as needed, • Support project management initiatives such as client events and marketing activities, and track follow-up items, • Support client service staff by assisting with basic account transactions (e.g., opening new accounts, beneficiary or bank changes, etc.), • Assist with regulatory compliance tasks and maintain accurate documentation, • Maintain and update CRM records (Redtail preferred) and internal databases, • Utilize Excel, Word, and PowerPoint to update business logs and tables, create reports, and develop presentations, • Draft, edit, and proofread internal and external communication, • Interact professionally with clients and internal stakeholders while maintaining strict confidentiality, • Prior experience supporting executives in a wealth management or financial services environment, • Advanced proficiency in Microsoft Excel, Word, and PowerPoint, • Preferred: Familiarity with Redtail or comparable CRM platforms, • Detail-oriented with exceptional organizational, multitasking, and communication skills, • Positive, proactive, and professional demeanor with strong emotional intelligence (EQ), • Ability to manage sensitive and confidential information with discretion, • Experience with compliance-related tasks is a plus, • A passion for learning and being part of a team, • Competitive salary commensurate with experience, • Comprehensive benefits including health insurance and 401(k), • Opportunities for professional growth and advancement, • Potential to learn and expand into additional leadership or operational responsibilities depending on skillset and interest Right Executive Search is a woman-owned, boutique executive search firm that specializes in placing professionals in the financial services, fintech, and professional services industries. Our geographic focus is the Tri-State Area (NYC, NJ & CT) but we have a strong national presence as well. We have built strong and trusted relationship with both Fortune 500 companies as well as smaller and rapidly growing firms. Our direct financial services background has given us access to many talented professionals & has made networking & referrals our primary source for candidates. Placing the right person in the right position is personal to us. RES upholds a commitment to integrity, honesty & professionalism in Recruiting. Clients & Candidates will benefit not only from our experience & expertise but the value we place on our relationships. We love what we do and it is evident in our people, process, and of course our results!! *Additional Information: -Specialties: Industries: Financial Services, FinTech, Professional Services Finance: Accounting, Analysts, FP&A, Controlling, CFO General: C-Suite/Executive Level, Investments, Managerial, Strategy, Operations, Product Management, Project Management, Trading, Wealth Management, Information Technology Human Resources: Generalist, HR Management, Recruitment Sales: Account Management, Business Development, Relationship, Sales (Individual Contributor), Inside Sales, Sales Management/Leadership Support: Admin, Exec, Sales & Trading Assistant, Client ServiceHiring on behalf of our clients...\r\nRight Executive Search: Relationship driven executive search services with an emphasis on matching...\r\n"The Right Candidate for the Right Position... Right from the Start".\r\n \r\nRight Executive Search is a woman-owned, boutique executive search firm that specializes in placing professionals in the financial services, fintech, and professional services industries. Our geographic focus is the Tri-State Area (NYC, NJ & CT) but we have a strong national presence as well. \r\n\r\nWe have built strong and trusted relationship with both Fortune 500 companies as well as smaller and rapidly growing firms. Our direct financial services background has given us access to many talented professionals & has made networking & referrals our primary source for candidates. \r\n\r\nPlacing the right person in the right position is personal to us. RES upholds a commitment to integrity, honesty & professionalism in Recruiting. Clients & Candidates will benefit not only from our experience & expertise but the value we place on our relationships.\r\n\r\nWe love what we do and it is evident in our people, process, and of course our results!!\r\n\r\n*Additional Information:\r\n-Specialties:\r\n\r\nIndustries: Financial Services, FinTech, Professional Services\r\n\r\nFinance: Accounting, Analysts, FP&A, Controlling, CFO\r\nGeneral: C-Suite/Executive Level, Investments, Managerial, Strategy, Operations, Product Management, Project Management, Trading, Wealth Management, Information Technology\r\nHuman Resources: Generalist, HR Management, Recruitment\r\nSales: Account Management, Business Development, Relationship, Sales (Individual Contributor), Inside Sales, Sales Management/Leadership\r\nSupport: Admin, Exec, Sales & Trading Assistant, Client Service