Scion Staffing has been engaged to conduct a search for an Executive Assistant for an established, growing independent wealth management firm.
This is a full-time, permanent opportunity that is fully onsite in West Chester, Ohio.
POSITION OVERVIEW: Our client is seeking a polished, resourceful, and highly organized Executive Assistant to provide direct professional and personal support to the firm's Chief Technology Officer and Chief Compliance Officer.
This hands-on role combines executive support, calendar and travel management, personal administrative assistance, and coordination of the firm's compliance activities.
The ideal candidate is proactive, exercises sound judgment and takes ownership of competing priorities while ensuring important tasks, deadlines, and follow-ups are managed effectively.
PERKS: Competitive Compensation: Earn $55,000–$65,000 annually, based on qualifications and experience Comprehensive Benefits: Access medical, dental, and vision insurance, with 70% of premiums paid by the employer.
Retirement Planning: Build your financial future with a 401(k) retirement plan featuring a 3% safe-harbor employer match.
Work-Life Balance: Enjoy paid time off and company holidays.
Professional Growth: Expand your skills through professional development opportunities while working closely with executive leadership in a collaborative, growing organization.
RESPONSIBILITIES: Executive & Personal Support: Manage professional and personal calendars, appointments, meetings, correspondence, and scheduling priorities while proactively anticipating needs and resolving conflicts.
Travel & Meeting Coordination: Arrange business and personal travel, including flights, accommodations, transportation, reservations, and itineraries; prepare meeting agendas and materials, document notes when requested, and track follow-up items.
Personal Administrative Assistance: Coordinate personal administrative matters and occasional local errands, including purchases, returns, reservations, appointments, and other requests.
Compliance Administration: Maintain the firm's compliance calendar, track recurring tasks and deadlines, coordinate employee attestations and training, organize documentation, and follow up on outstanding assignments.
Records & Regulatory Coordination: Maintain organized executive and compliance records, assist with gathering documentation for regulatory filings and reviews, and coordinate with external consultants and service providers.
Administrative Project Management: Maintain task lists and project trackers, communicate progress and outstanding items, identify opportunities to improve workflows, and handle confidential information with exceptional discretion.
QUALIFICATIONS: Progressively responsible experience providing executive-level or high-level administrative support, including managing complex calendars, coordinating travel, prioritizing competing demands, and following through independently.
Exceptional organizational, time management, problem-solving, and communication skills, with the ability to anticipate needs and adapt to changing priorities.
Proficiency in Microsoft 365, particularly Outlook, Word, Excel, and Teams.
Demonstrated professionalism, sound judgment, discretion, and the ability to manage sensitive business, client, employee, and personal information.
Comfortable balancing professional and personal administrative responsibilities, including occasional local errands; a valid driver's license and reliable transportation are required.
Experience in compliance administration, financial services, wealth management, or another regulated professional environment is a plus.
COMPENSATION AND BENEFITS: The annual base salary range is $55,000–$65,000 , depending on qualifications and experience, with potential flexibility for a highly qualified candidate.
Benefits include medical, dental, and vision insurance with 70% of premiums paid by the employer, a 401(k) retirement plan with a 3% safe-harbor…