Executive Assistant to CEO - Wealth Management Office

Creative Capital Wealth Management Group; Chester Springs (PA); On-site; USD 50,000 - 70,000; Full time

Job summary

A wealth management firm in Pennsylvania is seeking an experienced Office Administrator / Executive Assistant to support daily operations and leadership. The role combines front-office administration, executive support for the CEO, and client scheduling coordination in a dynamic environment. Ideal candidates have over 5 years of experience, strong organizational skills, and are comfortable using technology. This full-time position offers opportunities for collaboration in a high-energy setting focused on delivering exceptional service.

Qualifications

• 5+ years of experience in a fast-paced office environment, preferably in wealth management or financial services.
• Ability to multitask, prioritize, and adapt in a dynamic setting.
• Strong communication skills with a professional demeanor.

Responsibilities

• Answer and direct phone calls, greet visitors, and provide professional client service.
• Ensure the office is prepped, stocked, and organized for client meetings.
• Manage calendar, schedule appointments, and coordinate travel for the CEO.
• Coordinate meetings and reviews for wealth strategists using Wealthbox CRM.
• Handle mail, filing, data entry, and ad-hoc projects.

Skills

Organizational skills

Communication skills

Proficiency in Microsoft Office Suite

Discretion and confidentiality

Wealthbox CRM experience (optional)

Tools

Wealthbox CRM

Microsoft Office Suite

Job description

A wealth management firm in Pennsylvania is seeking an experienced Office Administrator / Executive Assistant to support daily operations and leadership. The role combines front-office administration, executive support for the CEO, and client scheduling coordination in a dynamic environment. Ideal candidates have over 5 years of experience, strong organizational skills, and are comfortable using technology. This full-time position offers opportunities for collaboration in a high-energy setting focused on delivering exceptional service.