Executive Assistant to CTO & CCO | Wealth Management

Scion Staffing, Inc.; Olde West Chester (OH); On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Competitive compensation

Medical, dental, and vision insurance

401(k) with 3% safe-harbor employer

Paid time off and holidays

Professional development opportunities

Job summary

Scion Staffing, Inc. has been engaged to fill an Executive Assistant role for an established wealth management firm in West Chester, Ohio. This full-time, permanent position supports the CTO and CCO with executive and personal tasks, calendar and travel management, and compliance coordination.

The ideal candidate is polished, highly organized, proactive, and discreet, with strong Microsoft 365 skills and the ability to manage competing priorities in a fast-paced environment.

Qualifications

• Progressively responsible experience providing executive-level or high-level administrative support, including managing complex calendars, coordinating travel, prioritizing competing demands, and following through independently.
• Exceptional organizational, time management, problem-solving, and communication skills, with the ability to anticipate needs and adapt to changing priorities.
• Proficiency in Microsoft 365, particularly Outlook, Word, Excel, and Teams.
• Demonstrated professionalism, sound judgment, discretion, and the ability to manage sensitive business, client, employee, and personal information.
• Comfortable balancing professional and personal administrative responsibilities, including occasional local errands; a valid driver's license and reliable transportation are required. Experience in compliance administration, financial services, wealth management, or another regulated professional environment is a plus.

Responsibilities

• Executive & Personal Support: Manage professional and personal calendars, appointments, meetings, correspondence, and scheduling priorities while proactively anticipating needs and resolving conflicts.
• Travel & Meeting Coordination: Arrange business and personal travel, including flights, accommodations, transportation, reservations, and itineraries; prepare meeting agendas and materials, document notes when requested, and track follow-up items.
• Personal Administrative Assistance: Coordinate personal administrative matters and occasional local errands, including purchases, returns, reservations, appointments, and other requests.
• Compliance Administration: Maintain the firm's compliance calendar, track recurring tasks and deadlines, coordinate employee attestations and training, organize documentation, and follow up on outstanding assignments.
• Records & Regulatory Coordination: Maintain organized executive and compliance records, assist with gathering documentation for regulatory filings and reviews, and coordinate with external consultants and service providers.
• Administrative Project Management: Maintain task lists and project trackers, communicate progress and outstanding items, identify opportunities to improve workflows, and handle confidential information with exceptional discretion.

Skills

Executive support

Calendar management

Travel coordination

Communication

Discretion

Time management

Microsoft 365

Outlook

Word

Excel

Teams

Tools

Microsoft 365

Outlook

Word

Excel

Teams

Job description

Scion Staffing, Inc. has been engaged to fill an Executive Assistant role for an established wealth management firm in West Chester, Ohio. This full-time, permanent position supports the CTO and CCO with executive and personal tasks, calendar and travel management, and compliance coordination.

The ideal candidate is polished, highly organized, proactive, and discreet, with strong Microsoft 365 skills and the ability to manage competing priorities in a fast-paced environment.