Executive Assistant to the President & CEO

Revision Wealth Management is seeking an Executive Assistant to support the CEO and President in a role that sits at the center of the firm’s daily operations. This is a high-trust position for someone who is organized, dependable, and ready to grow within a fast-moving, high-standard environment. You will not simply manage tasks. You will help maintain structure, momentum, and ensure that both leadership and clients are supported with consistency and care. Our clients are business owners, investors, and families building real wealth. The work is detailed, personal, and requires precision.Why This Role MattersYou will play a key role in ensuring a high-quality client experienceYou will step into a position with clear expectations and meaningful room for growth over timeWhat You Will DoManage calendars, scheduling, and day-to-day priorities for the CEO and President.Coordinate client meetings by organizing documents, preparing materials, and ensuring readinessTrack follow-ups and deadlines across clients and internal team membersAssist with client communications and coordination with external professionals such as tax advisors and partnersMaintain organized client records, documentation, and internal systemsSupport ongoing projects that strengthen firm operations and client experienceWho You AreHighly organized with strong attention to detailReliable and able to manage multiple priorities without constant directionProfessional communicator who can interact with clients and partners with confidenceDiscreet and trustworthy when handling sensitive financial and personal informationCalm, steady, and able to operate in a fast-paced environmentMotivated to grow, learn, and take on increasing responsibility over timeWhy Join Revision Wealth ManagementThis role offers more than day-to-day support. It offers proximity to meaningful work and the opportunity to grow within a firm that values discipline, excellence, and long-term thinking.If you take pride in being the person others can rely on to keep things moving forward, we want to hear from you.To apply, submit your resume and a brief note explaining why you are the right fit.