Executive Assistant

Rockstar is recruiting for a leading independent registered investment advisory firm based in Alpharetta, GA. The client provides comprehensive financial and retirement planning, wealth management, tax strategies, protection, legacy planning, and fiduciary services to high-net-worth business owners, executives, professionals, and independent women with $1 million or more in savings. The firm oversees more than $300 million in assets, including assets under management and insurance and annuity products. Rockstar is supporting this client in their search for an Executive Assistant to join their dynamic and purpose-driven team.

The core purpose of the Executive Assistant role is to provide support and drive business results alongside the CEO through: core project execution; gatekeeping of the CEO’s time; organization of CEO and business project priorities; calendar optimization; client scheduling; relationship management; strategic relationship touches; and excellence in client service.

The Executive Assistant will be located in Alpharetta, GA. This role is responsible for providing high-level support that involves making sure priorities are executed, the executive is able to remain focused on strategic initiatives, calendars are coordinated, travel is coordinated, email is filtered and managed, and helping ensure the team operates efficiently.

The CEO is high energy, fast-paced, and tends to have many projects going at the same time. He drives business results, launches new initiatives for growth, and juggles many projects in the business and volunteer charitable work outside the business. He is passionate about the work he does and is focused on achieving big business goals, growth, and team development.

Key Responsibilities

- Protect and focus the executive’s time, acting as a gatekeeper recognizing what is urgent vs important vs what can be delegated

- Prioritize, organize, manage, and track multiple detailed projects, tasks, and assignments that move the business forward

- Provide administrative support to the CEO, including (but not limited to) managing calendars, scheduling client visits, organizing priorities

- Arrange and coordinate travel plans, such as booking flights, accommodations, and transportation

- Assist with special projects and initiatives needed to move the business forward

- Handle sensitive information with the utmost discretion and confidentiality at all times

- Build and maintain positive relationships with clients, prospects, and team

Skills & Experience Needed

- 2+ years as an Executive Assistant or Administrative Assistant required

- Desire and ability to handle many projects and priorities at the same time

- Ability to focus on priorities set by the CEO and bring projects to completion

- Desire to be part of a team that is living with purpose, and loves to support others

- A servant's heart, caring about serving people and supporting an outstanding client experience

- High character, with integrity and trustworthiness

- Clear and effective communication (written, verbal (phone), and in person)

- Desire to know details and leave no stone unturned when gathering information

- Systematic in approach; able to weigh the pros and cons and prioritize as a strategy

- Task-oriented with the ability to get things done quickly, efficiently, accurately, and effectively

- Process-driven and able to follow a system to complete projects on schedule

- Organized and detail-oriented; able to find and access information when needed

- Proficient with Microsoft Office Suite including Excel, Word, and PowerPoint

- Ability to use technology and outside resources to finish projects quickly

- Experience using Customer Relationship Management software, preferred

- Bachelor’s Degree, preferred

Salary

$80,000–$120,000 depending on experience

Benefits

- 10 Paid Time Off (PTO) days and about 10 Paid Holidays per calendar year

- Health Plan is available

- Automatic 3% contribution to 401k after 6 months of employment

Hours

- Monday–Friday, 9am–5pm (in office)

About You

Are you self-managed, self-motivated, self-resourced, and service focused?

The client is seeking candidates who are energized by making a difference by supporting executives and the team; adding value through contributions to the team; and providing excellent support and organizational skills.

(CID 2384)