Executive Assistant

Scion Staffing, Inc.; Olde West Chester (OH); On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with 3% match

Paid time off

Job summary

Scion Staffing, Inc. is conducting a search for an Executive Assistant to support the Chief Technology Officer and Chief Compliance Officer at an established wealth management firm.

This onsite, full-time role in West Chester, Ohio requires proactive, discreet, and highly organized professionals who can manage calendars, travel, and personal tasks while coordinating compliance activities. The role combines executive support with records management, regulatory coordination, and project oversight.

Qualifications

• Progressively responsible experience providing executive-level or high-level administrative support, incl. calendars and travel.

Responsibilities

• Provide executive and personal support to CTO and CCO; manage calendars and scheduling priorities.

Skills

Executive support

Calendar management

Travel coordination

Discretion & professionalism

Microsoft 365

Driver's license

Tools

Outlook

Word

Excel

Teams

Job description

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 $80,000 annually
• 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 is $80,000 , 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 employer match, paid time off, company holidays, and professional development opportunities.

ABOUT OUR SEARCH FIRM

Scion Staffing is a national award-winning staffing firm! Since 2006, we have had the pleasure of successfully placing thousands of talented professionals with amazing career opportunities. Through our innovative team building and recruiting solutions, we bridge the gap in executive leadership searches, direct hire recruiting, interim leadership placement, and temporary professional staffing. We are proud to be part of the Forbes lists of the Best Recruitment Firms and the Best Executive Search Firms in America. Additionally, Scion has been recognized as a ClearlyRated Best of Staffing firm as well as a top recruitment firm by The Business Times. Additional information about our firm can also be found online.

Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class.

We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent.

For opportunities located in a region that have enacted fair chance, arrest or conviction-based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers for employment all qualified applications with arrest and conviction records.

We engage in socially conscious business practices and believe that diverse, equitable, inclusive, and non-biased talent and recruitment processes are foundational to the success of Scion as well as every client organization with whom we partner.