Executive Assistant

EP Wealth Advisors, LLC; Seattle (WA); Hybrid; USD 100,000 - 125,000; Full time

Job summary

A leading wealth management advisory firm in Seattle is seeking an Executive Assistant to provide advanced administrative support to an Executive Level member. The ideal candidate will excel in client service, organizational skills, and problem-solving. This role offers a dynamic work environment with opportunities for professional growth and a competitive salary range of $75,000 to $90,000, plus annual bonuses.

Benefits

11 Paid Holidays + 2 floating holidays

3 Weeks (PTO)

Paid Parental Leave

Paid Volunteer Time

Flexible Work Schedule

Highly subsidized Health, Dental, and Vision Plans

401k Retirement Account with company match contributions

Free Mental Health services

Employee Financial Education

Employee Educational Expense Reimbursement

Qualifications

• 5-7 years of experience as an Executive Assistant, with 3-5 years supporting C-level executives.
• Ability to work in a fast-paced atmosphere while maintaining exceptional customer service.

Responsibilities

• Provide advanced clerical and administrative support to an Executive Level member.
• Coordinate domestic travel arrangements and manage expense reports.
• Draft, proofread, and prepare various correspondence and reports.

Skills

Organizational

Communication

Problem Solving

Planning

Time Management

Education

Bachelor's degree in Business Administration

Tools

Microsoft Office Suite

Excel

Tableau

Job description

Job Details

Job Location: Seattle WA - Seattle, WA

Salary Range: $75000.00 - $90000.00 Hourly

Job Category: Administration

Description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $32.6 billion as of March 31, 2025,serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Our Office in Seattle, WA is hiring for an Executive Assistant. As an Executive Assistant you will provide advanced clerical and administrative support to an Executive Level member of the firm and serves as a liaison to the senior management teams. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and problem-solving skills.You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.

Salary Range: $75,000 - $90,000 plus annual bonus

Duties and Responsibilities:

• Dedicated C-Level Executive support including:
• Coordinate domestic travel arrangements, including flights, accommodations, transportation, and itineraries.
• Manage and submit expense reports ensuring compliance with company policies.
• Provide support with the preparation and coordination of company-wide operations strategies and goals.
• Draft, proofread, and prepare various correspondence, presentations, and reports
• Assist with special projects, events, and company initiatives as assigned
• Provide concierge level service to clients and prospects including front office reception, confirmation of appointments, meeting preparation, and managing office calendar
• Foster positive relationships with senior executives, employees, and business partners.
• Partner directly with client relationship support, wealth advisory, and operations teams in meeting client needs, including the preparation of custodian paperwork, communication with clients, and assisting with client service-related activities
• Manage all office administrative and maintenance tasks; including ordering of office supplies, snacks and refreshments,
• Perform additional functions, duties and specific tasks of a similar nature and scope as necessary in order to execute business objectives

Qualifications

• Bachelor's degree in Business Administration, Finance or related field preferred
• 5-7 years of experience within an Executive level assistant position; with at least 3-5 years C-level Executive support
• Proficient in Microsoft Office Suite, intermediate to advanced Excel skills, Tableau highly desired
• Exemplary planning and time management skills
• Strong initiative and organizational skills, advanced problem-solving skills and conflict resolution
• Ability to work in a fast-paced atmosphere, effectively prioritize while maintaining exceptional customer service skills and professional communication

What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

• 11 Paid Holidays + 2 floating holidays
• 3 Weeks (PTO)
• Paid Parental Leave
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program

#LI-Hybrid

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.