Executive Admin Partner to the CEO

Financial Designs; Forest (VA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with employer matching

Profit sharing and growth program

15 days of PTO + 13 holidays

Job summary

Financial Designs in Forest, Virginia is seeking an Executive Admin Partner to the CEO to enable growth and ensure operational excellence. This position demands professionalism and strategic thinking, acting as a trusted confidant overseeing key projects and client engagements.

The ideal candidate should have a Bachelor’s degree and 3-5 years of experience in a strategic support role within the financial sector. The company offers a range of benefits including health insurance and PTO.

Qualifications

• 3-5 years’ experience in a leadership or strategic support role within the financial sector.
• Able to operate with ambiguity and proactively drive work forward with limited oversight.
• State and federal background checks required.

Responsibilities

• Provide strategic support to the CEO and manage client engagements.
• Oversee key projects and ensure smooth execution of organizational priorities.
• Foster effective communication and collaboration between the CEO and internal/external partners.
• Identify improvement opportunities and support business development efforts.

Skills

Organizational skills

Analytical skills

Problem-solving skills

Interpersonal skills

Ability to handle confidential information

Education

Bachelor’s degree in business administration, finance, or a related field

Job description

At Financial Designs and Financial Designs Business Advisors, we are dedicated to helping businesses and legacy families achieve financial success. With a highly driven team, we provide tailored advisory and coaching services that empower our clients to navigate complex financial landscapes. We help business owners who want to take massive action in creating a more abundant future and having the time to enjoy it.

Our mission is to continuously improve the quality of life for all our clients.

We are seeking an Executive Admin Partner to the CEO to enable the company’s growth and ensure its operational excellence. This role is critical to supporting the CEO’s strategic vision and maintaining the infrastructure of the business.

Role Overview

This role requires a high level of professionalism, strategic thinking, and operational expertise. As the Executive Admin to the CEO, you will act as a trusted confidant and operational leader, managing client engagements, overseeing key projects, and ensuring the smooth execution of organizational priorities. Your ability to adapt, lead, and execute will directly contribute to the company’s success.

Key Responsibilities

• Strategic Support: Serve as the CEO’s partner, providing insights, managing priorities, and ensuring alignment with organizational goals.
• Operational Leadership: Understand and oversee the infrastructure of client engagements, ensuring seamless delivery of services.
• Strategic Planning: Assist in developing and executing strategic initiatives, conducting in-depth research, and preparing for the future.
• Stakeholder Collaboration: Act as the primary liaison between the CEO, internal teams, and external partners, fostering effective communication and collaboration.
• Growth Focus: Identify opportunities for operational improvements and support business development efforts.

Qualifications

• Bachelor’s degree in business administration, finance, or a related field is preferred.
• Minimum of 3-5 years’ experience in a leadership or strategic support role within the financial sector.
• Organizational, analytical, and problem-solving skills.
• Able to keep pace with a fast-moving executive team by turning ideas into action quickly, operating well with ambiguity, and proactively driving work forward with limited oversight.
• Ability to handle sensitive and confidential information with discretion.
• State and federal background checks.

Compensation and Benefits

• Health insurance.
• 401(k) plan with employer matching.
• Profit sharing and growth program.
• 15 days of PTO + 13 holidays.
• Schedule: Monday to Friday, 8:00 a.m. – 5:00 p.m., in person (this is not a remote position)

Personal Attributes

• Kolbe scores in Quick Start (5/6), Fact Find, and Follow Through.
• Proactive thinker with a strategic mindset and the ability to anticipate a client-centered environment.
• Collaborative leader with strong interpersonal skills and a focus on growth.
• Operationally savvy with a background in financial services or related industries.
• Resilient and adaptable under pressure, capable of maintaining company operations in the CEO’s absence.

Why Join Us?

This role is not a traditional administrative position—it’s an opportunity to become a trusted partner and integral leader within our organization. You’ll have the chance to shape the future of Financial Designs while building a career with room for significant growth and impact.

If you can commit to and live with the following principles, then you are the type of person who will be successful and help our company thrive. If you feel this level of engagement is not right for you or that you’re not willing or able to participate with us at this level, we are not a good fit for you.

Our expectation is that you will take the steps necessary to do what you say you are going to do and be accountable for your actions. In other words, live “Above the Line.”

We understand that not every person is ready for this level of performance, and we appreciate the honesty of those who decide this is not the right place for them. On the other hand, you would make an ideal candidate to join our company if you are willing to commit to the following Above the Line principles:

• Accountability: See It, Own It, Solve It, Do It
• Become part of the solution
• Respect for others and their feelings
• Act now!
• Ask the question: “What else can I do?”
• Ask the questions: “What coaching do you have for me?” and “What can I do better?”
• Personal ownership and pride
• Show others that you care

Ready to Apply?

Submit your resume and cover letter to [e-mail] with the subject line “Executive Advisor Application – [Your Name].”