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Executive Assistant Wealth Management Jobs (NOW HIRING)

Hcj Cpas & Advisors

Executive Assistant

Little Rock, AR · On-site

Executive Assistant Little Rock - Little Rock, AR 72212 Position Summary The Executive Assistant ... Provide administrative support for Wealth Management activities as needed. * Maintain and update ...

CFS

Executive Assistant

Pittsburgh, PA · On-site

Associate's or Bachelor's degree preferred. * 5+ years of executive assistant experience supporting C-suite executives or senior leadership within a wealth management firm, family office, public ...

CFS

Executive Assistant

Pittsburgh, PA · On-site

Associate's or Bachelor's degree preferred. * 5+ years of executive assistant experience supporting C-suite executives or senior leadership within a wealth management firm, family office, public ...

Centric Advisors, LLC

Executive Assistant

Cypress, TX · On-site

$50K - $70K/yr

Executive Assistant At Centric, we're looking for an experienced Executive Assistant to support ... services, wealth management, or insurance preferred) _ * Strong understanding of RIA operations ...

Centric Advisors, LLC

Executive Assistant

Cypress, TX · On-site

$50K - $70K/yr

Executive Assistant At Centric, we're looking for an experienced Executive Assistant to support ... services, wealth management, or insurance preferred) * Strong understanding of RIA operations ...

Mohr Talent

NY · On-site

Smithtown, NY Employment Type: Full-Time Compensation: $96,000 + Bonus Position Overview Our client, a growing wealth management firm , is seeking a highly organized and proactive Executive Assistant ...

Bessemer Trust Company

Executive Assistant

Manhattan, NY · On-site

$120K - $150K/yr

The Executive Assistant will support the President of Bessemer Trust, a family office overseeing ... Partners with Marketing to execute important events including annual Wealth Management conferences ...

Bessemer Trust Inc.

Executive Assistant

Manhattan, NY · Hybrid

$120K - $150K/yr

The Executive Assistant will provide seamless administrative support and serve as a liaison with ... Partners with Marketing to execute important events including annual Wealth Management conferences ...

Choreo

Executive Assistant

Charlotte, NC · On-site

Choreo is seeking a highly organized, proactive, and polished Executive Assistant based in ... Experience in financial services, wealth management, or another highly relationship-driven ...

Chase

Executive Administrative Assistant

Denver, CO · On-site

Executive Assistant Become an integral part of the Asset & Wealth Management team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role ...

Chase

Executive Administrative Assistant

Chicago, IL · On-site

Executive Administrative Assistant Join our Commercial & Investment Banking team as an Executive ... Manage the coordination and logistics of both internal and external meetings * Arrange and ...

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All JobsFinance And Insurance JobsFinancial Services JobsFinancial Planner JobsExecutive Assistant Wealth Management Jobs

Executive Assistant Wealth Management information

See salary details

$30K

$64.5K

$102.5K

How much do executive assistant wealth management jobs pay per year?

As of Sep 15, 2026, the average yearly pay for executive assistant wealth management in the United States is $64,456.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $75,000.00 per year, depending on experience, location, and employer.

What is an executive assistant wealth management?

An Executive Assistant in Wealth Management provides high-level administrative support to executives and advisors within financial services firms. Their responsibilities typically include managing schedules, preparing reports, coordinating client meetings, handling confidential information, and assisting with compliance and document management. They play a key role in ensuring smooth daily operations and often act as a liaison between executives, clients, and other team members. This position requires strong organizational, communication, and multitasking skills, as well as a solid understanding of wealth management processes.

How does an executive assistant wealth management typically support multiple advisors or teams, and what are the key challenges in balancing these responsibilities?

Executive Assistants in Wealth Management often support several advisors or client teams simultaneously, which requires strong organizational skills and the ability to prioritize tasks effectively. Daily responsibilities may include managing complex calendars, coordinating client meetings, preparing confidential documentation, and handling time-sensitive requests. One of the main challenges is balancing the diverse needs and schedules of multiple stakeholders while maintaining a high level of accuracy and discretion. Success in this role often depends on proactive communication, adaptability, and a thorough understanding of compliance procedures within the financial industry.

What are the key skills and qualifications needed to thrive as an executive assistant wealth management, and why are they important?

To thrive as an Executive Assistant in Wealth Management, you need strong organizational abilities, attention to detail, and experience in financial services, often supported by a relevant degree or administrative certifications. Familiarity with CRM systems, financial planning software, and advanced proficiency in Microsoft Office Suite are typically required. Excellent communication, discretion, and proactive problem-solving are crucial soft skills for supporting executives and interacting with high-net-worth clients. These skills and qualities are essential for ensuring seamless executive operations, maintaining client trust, and upholding the high standards of the wealth management sector.

What is the difference between Executive Assistant Wealth Management vs Financial Advisor?

AspectExecutive Assistant Wealth ManagementFinancial Advisor
CredentialsTypically no formal certifications requiredCertifications like CFP, CFA often required
Work EnvironmentSupports wealth management teams, administrative tasksProvides financial planning and investment advice
Employer & Industry UsageUsed within wealth management firms, banksIndependent or firm-based financial services
Search & Comparison IntentUnderstanding support roles in wealth managementSeeking financial planning or investment advice

While both roles operate within the wealth management industry, an Executive Assistant Wealth Management primarily handles administrative support for wealth managers, whereas a Financial Advisor directly provides financial planning and investment advice to clients. The roles differ in credentials, responsibilities, and client interaction, catering to different career paths within the industry.

What cities are hiring for Executive Assistant Wealth Management jobs?

Cities with the most Executive Assistant Wealth Management job openings:

What states have the most Executive Assistant Wealth Management jobs?

States with the most job openings for Executive Assistant Wealth Management jobs include:

What are popular job titles related to Executive Assistant Wealth Management jobs?

For Executive Assistant Wealth Management jobs, the most frequently searched job titles are:

Infographic showing various Executive Assistant Wealth Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $64,456 per year, or $31 per hour.

Executive Assistant

Little Rock, AR • On-site

Hcj Cpas & Advisors
Accounting Services • 51 - 200 employees
Learn more about Hcj Cpas & Advisorsexternal

Other

Posted 25 days ago

Job description

Executive Assistant

Little Rock - Little Rock, AR 72212

Position Summary

The Executive Assistant provides high-level administrative, client-service, and operational support to the firm's partners, with a primary focus on tax as well as support to the wealth management and marketing leader at the firm. This role is responsible for managing complex calendars, coordinating client interactions & data, generating due date reports, and ensuring partners are fully supported in their daily activities. The Executive Assistant serves as a key liaison between partners, clients, internal teams, and external contacts, maintaining a high level of professionalism, confidentiality, and responsiveness. This position requires exceptional communication skills, strong organizational abilities, and the capacity to manage multiple priorities in a fast-paced CPA firm environment.

Essential Job Functions
  • Manage and screen all incoming calls for firm partners, with emphasis on tax partners.
  • Coordinate and schedule client meetings, including preparation of related materials.
  • Assist in gathering, organizing, and tracking client documentation and data requests.
  • Enter and maintain partner CPE records, expense reports, and related compliance items.
  • Arrange and manage partner travel schedules, itineraries, and logistics.
  • Review XCM status reports and provide partners with timely updates and summaries.
  • Register partners for CPE courses and ensure compliance with licensing requirements.
  • Provide administrative support for Wealth Management activities as needed.
  • Maintain and update MAP, ABLE, and other internal tracking systems or dashboards.
  • Support partners with scheduling requests, calendar management, and workflow coordination.
  • Track marketing initiatives, deadlines, and deliverables to ensure timely completion.
  • Coordinate marketing event planning efforts such as seminars, webinars, and client appreciation events
  • Coordinate partner meetings and strategic retreat
  • Additional duties:

Other duties as assigned

Qualifications

Innovation

  • Anticipate and solve problems with original and tailored solutions.
  • Forward thinking and big picture focused

Teamwork

  • Think of others, humble, loyal and puts the firm first.
  • Collaborate within teams.
  • Develop relationships with peers and attend firm events.

Ownership

  • Self-driven and strives to get the job done in a timely manner without passing the buck.
  • Total responsibility of knowledge on assigned tasks and technical matters
  • Provide quality work.

Communication

  • Effectively exchange meaningful information and ideas on a timely basis with tact and open minds by listening first and asking questions second
  • Communicate effectively and professionally.
  • Keep immediate supervisor informed

Education:

  • High School Diploma, GED or equivalent required

Experience:

  • 5 years of executive assistant experience, preferably with a CPA firm, financial services, or other professional services environment

Software:

  • Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
  • Familiarity with CRM and Due date tracking systems
  • TEAMS
  • Adobe Acrobat

Other knowledge, skills, and abilities:

  • Demonstrates exceptional verbal and written communication skills when interacting with clients, partners, and internal teams.
  • Serves as a professional, polished point of contact for clients, ensuring timely and accurate responses to inquiries.
  • Builds strong client relationships through proactive communication, follow-up, and attention to detail.
  • Maintains a high level of confidentiality and professionalism in all client and partner interactions

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