Executive Administrative Assistant to the CEO

About ApellaApella Wealth is an employee-owned, wealth advisory firm (RIA) headquartered in West Hartford, CT with offices across the nation serving thousands of investors, families, businesses and institutions.Founded in 2014, we are growing rapidly with more than $10B in assets under management. We are scaling both organically and through strategic acquisitions as we enter new regional markets and develop world-class, client-relevant capabilities.Most importantly, we are growing by identifying the right partners that embrace our culture, share in our values, and are dedicated to putting client service first in all they do.We compete for talent.We owe it to our clients and our co-workers to find the right people for them and us.At Apella, we do meaningful financial planning with people we genuinely enjoy working with.The RoleWe are seeking a highly experienced Executive Administrative Assistant to provide strategic, proactive support to the CEO of Apella Wealth. This role requires exceptional judgment, discretion, and emotional intelligence, along with the ability to anticipate needs, manage competing priorities, and operate with a high degree of autonomy in a fast-paced environment. The ideal candidate brings 5+ years of experience supporting C-suite executives or Boards, thrives in complex organizational settings, and serves as a trusted partner who enhances executive effectiveness.This is a rare opportunity to step into a strategic support role working with C-suite executives at the intersection of strategic decision making, operational coordination and tactical execution in a high growth financial services firm.Where youll work:This role will be located on our West Hartford, CT-based team and be expected to be available in-office 5 days a week.What youll be responsible for:Provide high-level administrative and strategic support to our CEOMaintain strict confidentiality with sensitive Board and company informationAnticipate executive needs and proactively resolve issues before they arisePrepare CEO for meetings with relevant materials, briefings, and follow-upsManage complex, ever-changing calendars across multiple stakeholders and time zonesPrioritize scheduling requests with a clear understanding of business priorities and urgencyCoordinate and align internal and external meetings, ensuring efficient use of the CEOs timeServe as a primary point of contact for internal and external stakeholders on behalf of the CEODraft, edit, and manage professional communications with a high degree of polish and discretionManage travel arrangements, expense reporting, and administrative processes with precisionBuild strong cross-functional relationships and facilitate collaboration across teamsProvide administrative support to the COO on an as needed basis in parallel with CEO dutiesWhat qualifications were looking for:5+ years of experience supporting C-suite executives or Board-level leadershipExperience in financial services/insurance industry preferredProven ability to operate with discretion and handle highly confidential informationExceptional organizational skills with demonstrated ability to manage competing prioritiesStrong business judgment and decision-making capabilityHigh emotional intelligence (EQ), with the ability to read situations and adapt communication styleExcellent written and verbal communication skillsProficiency in Microsoft Office, Google Workspace, and modern collaboration toolsEager to learn and able to adapt quickly to multiple technology platforms and rapid changeWhat we offer:A base salary range of $85K - $105K with discretionary bonus.A comprehensive benefits package including:Day 1 Medical, Dental, and Vison health insurance coverage for you and your specific needsHealth Savings Account (HSA) and Flexible Spending Account (FSA) options w/company contribution401(k) retirement plan with company match to help you achieve your financial goalsUnlimited paid time off (PTO) policy to ensure you have time to rest and recharge when neededEmployer-paid life insurance, AD&D, short-term disability, and long-term disability coverage optionsMaternity/paternity leave programs and adoption assistance support to help you start a familyContinuing education and certification fee reimbursement for professional developmentDiscount perks on travel, childcare, fitness, electronics, meal delivery, pet insurance, and moreMost importantly: The chance to help shape the future of a growing financial services firmGallagher's HR & Organizational effectiveness team provides expert guidance and hands-on support in HR, Recruiting, and Payroll to help organizations stay focused on achieving their strategic business goals.