Executive Assistant

Paraclete Wealth Partners; Williamsburg (VA); On-site; USD 55,000 - 85,000; Full time

Job summary

Paraclete Wealth Partners is seeking an Executive Assistant to support a top financial professional and the company owner. This full-time role blends executive support, client relations, and event coordination, serving as the trusted right hand and ensuring a first-class client experience.

Key responsibilities include calendar management, client outreach, CRM data upkeep, and organizing quarterly client workshops with evening and occasional Saturday sessions.

Qualifications

• Experience supporting high-level professionals or advisors is a plus.
• Excellent communication and interpersonal skills.
• Proven ability to manage calendars, schedules, and client communications with discretion.

Responsibilities

• Manage the advisor’s calendar, coordinate meetings, and schedule client appointments.
• Serve as first contact for prospects and clients—phone, email, in person—with professionalism and warmth.
• Make proactive outbound calls to schedule client meetings and respond to inquiries.
• Oversee client communication and maintain long-term relationships.
• Be comfortable using a robust CRM system and maintaining data accuracy.
• Coordinate with the team to ensure smooth progression of client cases and events.

Skills

Calendar management

Client relationship management

Event coordination

Communication skills

CRM software

Tools

CRM software

Job description

At Paraclete, we exist to bring clarity and confidence to families’ financial futures. As a fast-growing firm, we’re building a team of top-tier professionals who are aligned with our mission. We take pride in our values—integrity, excellence, and warm, personalized service—and we’re seeking someone who thrives in that kind of environment.

Position Overview:

We’re hiring a confident, people-savvy Executive Assistant to support one of our top financial professionals and an owner of the company. This is not your average “assistant” role—this is a dynamic, full-time position that blends executive support, client relationship management, and event coordination. You’ll serve as the trusted right hand of a high-performing advisor and play a key role in delivering a first-class client experience.

Key Responsibilities:

• Manage the advisor’s calendar, coordinate meetings, and schedule client appointments with clarity and efficiency
• Serve as the first point of contact for prospects and clients—by phone, email, and in person—with professionalism, warmth, and confidence
• Make proactive outbound calls to schedule client meetings and follow up on inquiries or leads
• Oversee client communication and maintain strong, long-term relationships
• Be comfortable working in a robust CRM system
• Manage client data and workflows through CRM software, and ensure all CRM entries are thorough and error-free
• Organize registration and logistics for quarterly client workshops.
• Handle all new business processing
• Provide in-person event support (approximately four workshop series per year) and assist with planning and execution. Workshops usually consist of 4-5 classes each quarter - with four of those being in the evenings from 6:30pm-9:30pm. One Saturday (day class) each quarter. This is on average and is subject to change.
• Coordinate with internal team members to ensure smooth progression of client cases
• Handle day-to-day administrative tasks to support seamless office operations