Executive Assistant to CEO | In-Person, Wealth Management

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

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.