Executive Assistant

At Outcome Private Wealth, our purpose is simple: to enrich our clients' lives with financial guidance tailored for every season-guided by trust and integrity, and driven by outcomes.We are a growing, independent wealth management firm serving high-net-worth individuals, families, and business owners with personalized financial planning, investment strategy, and long-term wealth guidance.We are seeking a highly organized, proactive, and polished Executive Assistant to support our three Founding Partners. This is a critical role that sits at the center of the firm-helping ensure the partners can focus on delivering exceptional advice and client outcomes.The OpportunityThis role is more than traditional administrative support. You will act as a strategic partner and operational quarterback to the principals-managing priorities, streamlining communication, and helping drive efficiency across the firm.You will thrive here if you enjoy working in a fast-paced, client-focused environment where professionalism, discretion, and attention to detail are paramount.Key ResponsibilitiesExecutive SupportManage complex calendars, scheduling, and prioritization for three Founding PartnersCoordinate internal and external meetings, including client reviews and strategic sessionsPrepare meeting materials, agendas, and follow-ups to ensure continuity and executionServe as a gatekeeper-prioritizing communications and protecting partner timeClient & Relationship CoordinationSupport a high-touch client experience aligned with the firm's personalized approachCoordinate client meetings, onboarding logistics, and ongoing touchpointsAssist in preparing client presentations, reports, and communicationsEnsure a seamless and professional experience at every interactionOperational & Administrative ExcellenceOrganize workflows, documentation, and internal processes to improve efficiencyCoordinate travel, events, and partner logisticsMaintain CRM systems, records, and reporting with precisionAssist with special projects across the firm, including client events and initiativesTeam & Culture SupportAct as a central point of coordination across advisors and support staffReinforce a collaborative, positive, and professional office environmentUphold the firm's values of trust, integrity, and personalized careWhy Join Outcome Private WealthWork directly with experienced founding partners in a growing firmBe part of a team that prioritizes relationships over transactionsContribute to a firm focused on long-term outcomes, not short-term noiseCollaborative, approachable culture where your impact is visible and valuedOpportunity to grow with a firm building a leading advisory practice in the Mountain WestWhat We're Looking For:Experience & Skills5+ years of experience supporting senior executives (financial services preferred)Exceptional organizational and time management skillsStrong written and verbal communication skillsHigh level of discretion and professionalismAdvanced proficiency in Microsoft Office and CRM systemsAbility to anticipate needs and solve problems proactivelyPersonal AttributesDetail-oriented with a commitment to excellenceCalm under pressure with strong prioritization instinctsService-minded with a client-first mentalitySelf-starter who takes ownership and follows throughComfortable working with senior leadership and high-net-worth clients