Executive Assistant to Chief Executive Officer

Bogart Wealth

McLean (VA)

On-site

USD 90,000 - 105,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Vision insurance

401(k) retirement plan with company match

Job summary

A leading wealth management firm in Virginia is seeking an Executive Assistant to support the CEO. The ideal candidate should have at least 5 years of experience, strong organizational and communication skills, and the ability to manage multiple priorities. The role includes comprehensive administrative support, communication with stakeholders, and project management. Competitive salary and benefits offered in a full-time position.

Qualifications

5 years of experience supporting C-suite executives in financial services.
Ability to manage multiple tasks in a fast-paced environment.
High level of professionalism and discretion.

Responsibilities

Provide administrative support to the CEO, manage calendars, and schedule meetings.
Act as point of contact for stakeholders and handle correspondence.
Coordinate logistics for meetings and special events.

Skills

Organizational skills

Time-management skills

Written communication

Verbal communication

Microsoft Office Suite

Education

Bachelor’s degree in Business Administration or related field

Job description

Executive Assistant to Chief Executive Officer

Bogart Wealth is a leading provider of wealth management solutions, dedicated to helping our clients achieve their financial goals. With a focus on personalized service and innovative strategies, we pride ourselves on our commitment to excellence and integrity.

Position Overview

We are seeking a highly organized and proactive Executive Assistant to support our CEO. The ideal candidate will possess exceptional communication skills, a strong attention to detail, and the ability to manage multiple tasks in a fast‑paced environment. This role is critical in ensuring the efficient operation of the executive office and will serve as a trusted partner to the CEO.

Key Responsibilities

Administrative Support: Provide comprehensive administrative support to the CEO, including managing calendars, scheduling meetings, and coordinating travel arrangements.

Communication: Act as the primary point of contact for internal and external stakeholders, handling correspondence and facilitating communication on behalf of the CEO.

Meeting Coordination: Prepare agendas, take minutes, and follow up on action items from meetings, ensuring timely completion.

Project Management: Assist with special projects, research, and data analysis as directed by the CEO, ensuring deadlines are met and objectives are achieved.

Confidentiality: Maintain a high level of discretion and confidentiality regarding sensitive information and business matters.

Office Management: Oversee the organization of the executive office, including maintaining files, organizing documents, and ensuring a productive work environment.

Event Planning: Coordinate logistics for meetings, conferences, and special events, ensuring a professional and seamless experience.

Qualifications

Education: Bachelor’s degree in Business Administration, Finance, or a related field preferred.

Experience: Minimum of 5 years of experience supporting C‑suite executives, preferably within the financial services or wealth management industry.

Skills: Exceptional organizational and time‑management skills; strong written and verbal communication; proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software; ability to handle multiple priorities with a calm and positive demeanor.

Attributes: Proactive, resourceful, and adaptable; high level of professionalism and a strong work ethic; ability to work independently and as part of a team.