Executive Assistant: Elite Calendar Mastery & Client Engagement

Gatewood Wealth Solutions; Brentwood (MO); On-site; USD 50,000 - 70,000; Full time

Job summary

A wealth management firm located in Missouri is seeking a highly organized Executive Assistant to provide administrative, scheduling, and logistical support to firm leadership. The role focuses on optimizing executive time, managing complex calendars, and supporting executive-led priorities, including client-facing engagements. Applicants should have over 3 years of experience in executive support roles, as well as proficiency in tools like Microsoft Outlook and CRM systems. This position emphasizes communication skills and attention to detail.

Qualifications

• 3+ years of experience in an Executive Assistant or similar executive support role.
• Proven experience managing complex, high‑volume calendars for senior leaders.
• Experience supporting executive‑hosted engagements and client activities preferred.

Responsibilities

• Provide full‑service scheduling support for firm leadership.
• Optimize executive calendars to minimize conflicts and improve efficiency.
• Coordinate executive travel, offsite meetings, and leadership meetings.

Skills

Expert-level calendar management

Organizational skills

Strong written and verbal communication

Exceptional attention to detail

Proactive service-oriented mindset

Education

Bachelor's degree

Tools

Microsoft Outlook

Excel

CRM systems

Project management tools (e.g., Practifi, Asana, Trello)

Job description

A wealth management firm located in Missouri is seeking a highly organized Executive Assistant to provide administrative, scheduling, and logistical support to firm leadership. The role focuses on optimizing executive time, managing complex calendars, and supporting executive-led priorities, including client-facing engagements. Applicants should have over 3 years of experience in executive support roles, as well as proficiency in tools like Microsoft Outlook and CRM systems. This position emphasizes communication skills and attention to detail.