Executive Assistant

Solidarity Wealth; Lehi (UT); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive pay and benefits plan

Generous paid time-off

Job summary

Solidarity Wealth is seeking an Executive Assistant to work directly with the CEO and leadership team in Utah. The role involves coordinating calendars, scheduling meetings with clients, and recording meeting minutes while managing follow-ups.

You will help plan events and projects to support the CEO and provide essential operational client support. We value initiative, detail, and confidentiality as you interact with diverse stakeholders.

Qualifications

• 4+ years of Executive Assistant experience.
• Relevant experience in wealth management or financial services industries is a plus.
• Relevant experience with transactional legal (corporate, tax, estate planning) or financial services compliance is a plus.
• Must be legally authorized to work in the United States and willing to primarily work in-person.
• Successful completion of background check and pre-employment strengths assessments.

Responsibilities

• Coordinate the CEO’s calendar with internal and external partners.
• Interact with clients and book meetings; take meeting minutes and follow-up.
• Plan events or projects to support the CEO.
• Provide operational client support and handle other ad hoc administrative tasks.
• Serve as a liaison between the CEO and team members or external parties.

Skills

Attention to detail

Organization

Communication skills

Initiative

Team player

Confidentiality

Time management

Interpersonal skills

Job description

At Solidarity Wealth, we are unified in providing a world-class client experience as an independent wealth management firm. We focus on diligently listening to create trusted relationships with our exceptional clients to allow them to focus on what is important. We serve as one trusted team for every important financial decision.

Our team is comprised of individuals committed to listening first and responding second. As such, we look for individuals who are dedicated, hardworking, and ready to take initiative. Having been recognized several times as one of Utah’s fastest-growing companies, Solidarity Wealth provides an opportunity to grow professionally alongside an entrepreneurial team with big dreams.

Position Overview

As an Executive Assistant, you will work directly with the CEO and leadership team to provide hands‑on administrative support for the CEO. In this role, you will be coordinating the CEO’s calendar with internal and external partners; interacting with our incredible clients and booking meetings; taking meeting minutes and handling necessary follow‑up items; event or project planning initiatives to support the CEO; operational client support; and other related and ad hoc administrative tasks. You will serve as a chief liaison between the CEO and team members or external parties.

Who We Are Looking For

• You have high attention to detail and are very organized.
• You have an entrepreneurial spirit.
• You communicate clearly and effectively both verbally and in writing with all types of people.
• You are personable, energetic, and fun to work with.
• You take initiative to ask, learn, and make things happen.
• You are confident, intelligent, and focused on creating solutions.
• You have a willingness to constantly learn new things and be effective with your time.
• You understand the importance of confidentiality, company policies and procedures, and abiding by regulatory and legal requirements.
• Have these attributes: (1) Team Player and Great Attitude — Collaboration is sought out and you couple it with a can‑do, no-job-is-beneath-me attitude to help you accomplish big goals; and (2) Steady and Reliable — People know you as someone they can depend on in a pinch, you are level‑headed, and you don’t let things slip through the cracks.

Minimum Qualifications

• 4+ years of Executive Assistant experience.
• Relevant experience in wealth management or financial services industries is a plus.
• Relevant experience with transactional legal (corporate, tax, estate planning) or financial services compliance is a plus.
• Must be legally authorized to work in the United States and willing to primarily work in-person.
• Successful completion of background check and pre‑employment strengths assessments.Quick learner with software and technology.

What We Offer

• A fast‑growing firm with a modern approach to client engagement and growth.
• A team that values initiative, ideas, and professional development.
• A company obsessed with providing a world‑class client experience.
• Competitive pay and benefits plan. Generous paid time‑off.

We are an in‑person firm because the best work is done when our team is together.

Solidarity Wealth is an equal opportunity employer.