Executive Assistant

About the jobAre you looking to grow your career within an award-winning private wealth advisory practice that values professionalism, collaboration, and meaningful client relationships?At Capstone Wealth Advisors, your work makes a measurable difference because we believe that outstanding financial planning begins with exceptional people.This role allows you to work alongside a dynamic advisory team while gaining meaningful, hands-on experience and building a long-term career in a client-focused, growth-oriented environment.High-impact role supporting a best-in-state Wealth Management TeamClear development path into senior planning and advisory rolesStrong team culture with defined core values, processes and expectationsCompetitive compensation, benefits, and long-term growth opportunityWhat you'll do:Executive Support & PreparationPrepare, organize, and maintain executive materials, client documents to ensure accuracy, completeness, and readiness for meetings and decision-making.Anticipate executive needs by proactively gathering information, coordinating inputs, and ensuring priorities are clearly organized and executed.Support timely execution of proactive client contact and scheduling, projects, and strategic objectives.Proactively engage clients to schedule appointments, gather updated information, support review preparation, and reinforce Capstone Wealth Advisors client experience.Client Support & Retention:Serve as a primary point of contact for internal and external stakeholders, answering phones, greeting clients by managing communications with professionalism, discretion, and responsiveness.Proactively coordinate schedules, meetings, and calendars, ensuring efficient time management and alignment with executive priorities.Reinforce a high-quality executive and organizational experience through polished communication and proactive problem-solving.Meeting Coordination & Follow-UpCoordinate and support executive meetings, including agenda preparation, materials distribution, and logistical arrangements.Attend meetings as needed to capture notes, document key decisions, and track action items.Ensure timely follow-up on commitments, updating systems and stakeholders to support accountability and execution.Administrative & Operational SupportSupport ongoing administrative tasks including document management, client correspondence, and operational requests.Maintain accurate and consistent information across systems, files, and communication tools.Assist with process optimization and execution of day-to-day operational needs.Collaboration & CommunicationWork closely with executives, leadership teams, and cross-functional partners to support business priorities and timelines.Communicate effectively across departments to ensure alignment, clarity, and smooth execution of initiatives.Contribute to a collaborative, trusted support environment.Documentation & ComplianceMaintain accurate and detailed client files, utilizing timely documentation, workflows, and compliance standards across all client interactions and planning systems and tools.Professional Growth & DevelopmentIncrease ownership of executive workflows, projects, and stakeholder relationships over time.Develop advanced administrative, organizational, and communication skills to support senior leadership effectively.Progress toward a senior operations leader, registered staff, or financial advisor through demonstrated initiative, capability and obtaining licensing.Position, Compensation and BenefitsFull-time, In-person-; business professional attire required Hourly (non-exempt): $22–$28/hour, depending on experience401(k) match after 1 year15 days of PTO available after 90 days14 paid holidaysDental / VisionGroup / Voluntary Life InsuranceShort and Long Term DisabilityWhy Join Capstone Wealth Advisors?Capstone Wealth Advisors offers a compelling opportunity to join an award-winning private wealth advisory practice dedicated to delivering thoughtful, comprehensive financial planning. Be part of a collaborative, high-performing team where your contributions are valued, your professional growth is supported, and your career is intentionally developed.Invest in your future - join Capstone Wealth Advisors.About Our FirmCapstone Wealth Advisors is a firm in which the genuine care and advice to our clients is our highest mission. We commit to provide the finest tailored personal advice to ensure we meet our client's goals for today, and tomorrow. We strive to create an experience through financial planning that builds confidence in our client's great financial goals while establishing a relationship of trust and honesty.Our Core Values are:RespectfulAccountableCollaborativeFocusedEthicalVestedHumbleWe believe that our clients benefit through the process of comprehensive planning. This approach brings peace of mind, reduced anxiety, and better quality relationships. As Capstone Wealth Advisors, we are focused on the success of our clients, in return we are given the reward of their relationship. Making a difference in our client's lives brings us joy, fulfillment and purpose. As a staff member of our team, you are able to directly impact our why in addition to adhering to our core values within a team centric environment.Requirements added by the job poster• Accept a background check• Working in an onsite setting available to start within 2 weeks of offer