Part-Time Executive Assistant to CEO — Flexible, Family-Friendly

Schulz Financial Group; Tucson (AZ); On-site; USD 34,000 - 41,000; Part time

Benefits offered by this job

Competitive 401(k) Match

Profit-Sharing Opportunities

Generous PTO Package

Professional Growth: CE and certs

Business Travel

Drama-Free, Supportive Workplace

Job summary

Schulz Financial Group, a Tucson-based SEC-registered investment advisory firm, seeks an Executive Assistant to support the President and CEO. The role manages a high-volume inbox, tight calendar, and sensitive administrative tasks with discretion and integrity.

This part-time position offers 25–30 hours per week, a family-friendly schedule, and benefits. The ideal candidate thrives in a collaborative, drama-free environment and will act as a strategic gatekeeper to protect executive time while

Qualifications

• Experience as an Executive Assistant or Administrative Assistant in financial services preferred.
• Strong calendar and inbox management with high attention to detail.
• Ability to handle confidential information and maintain SEC compliance guidelines.

Responsibilities

• Filter and triage upwards of 300+ daily emails, organized by urgency.
• Draft initial responses and follow-up communications for the President.
• Track action items and ensure deliverables are met.
• Delegate and tag team members in email threads for resolution.
• Maintain inbox hygiene and manage spam filters.

Skills

Executive support

Calendar management

Email triage

Confidentiality

Communication

Proactive

Tools

Microsoft 365/Outlook

Google Workspace

Redtail CRM

Orion

Job description

Schulz Financial Group, a Tucson-based SEC-registered investment advisory firm, seeks an Executive Assistant to support the President and CEO. The role manages a high-volume inbox, tight calendar, and sensitive administrative tasks with discretion and integrity.

This part-time position offers 25–30 hours per week, a family-friendly schedule, and benefits. The ideal candidate thrives in a collaborative, drama-free environment and will act as a strategic gatekeeper to protect executive time while