Executive Assistant, Amherst

Job Title:
Executive Assistant to the CEO
Location:
Amherst, NH (In-Office)
Employment Type:
Full-Time
Compensation:
Competitive salary + full benefits package
Position Overview
We are seeking a highly organized, proactive, and detail-oriented Executive Assistant to support the CEO of a growing Wealth Management firm in Amherst, NH.
This individual will serve as a trusted partner, managing the CEOs day-to-day operations, optimizing time, and ensuring seamless coordination across business and personal commitments.
This is a fully in-office role requiring strong judgment, discretion, and the ability to thrive in a fast-paced, client-focused environment.
Key Responsibilities
Executive Support
Manage and maintain the CEOs complex calendar, including scheduling meetings, appointments, and priorities
Coordinate domestic and international travel arrangements, including itineraries, accommodations, and logistics
Act as a gatekeeper, prioritizing communications and requests to maximize the CEOs efficiency
Prepare meeting agendas, briefing materials, and follow-up action items
Event & Meeting Coordination
Plan, coordinate, and execute internal and client-facing events, including logistics, invitations, and materials
Schedule and organize executive meetings, board meetings, and client engagements
Ensure all meetings are efficiently structured and aligned with business objectives
Operational Efficiency
Support time management by anticipating needs, resolving scheduling conflicts, and ensuring optimal use of the CEOs time
Assist with special projects and strategic initiatives as needed
Maintain confidentiality and handle sensitive information with discretion
Administrative Excellence
Draft, review, and manage correspondence on behalf of the CEO
Maintain organized records, files, and documentation
Liaise with internal teams, clients, and external partners professionally and effectively
Qualifications
37+ years of experience supporting senior executives, preferably within financial services or wealth management
Strong understanding of executive-level support and business operations
Exceptional organizational and time management skills
High attention to detail with the ability to anticipate needs and solve problems proactively
Excellent written and verbal communication skills
Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and calendar management tools
Ability to multitask and prioritize in a fast-paced environment
Demonstrated professionalism, discretion, and sound judgment
Preferred:
Experience in Wealth Management, Financial Services, or a Registered Investment Advisor (RIA) environment
Familiarity with CRM systems and client relationship workflows
Benefits
Competitive base salary
Comprehensive health, dental, and vision insurance
Retirement plan with company contribution
Paid time off and holidays
Professional development opportunities
Why Join Us?
This is an opportunity to work closely with executive leadership in a dynamic and growing wealth management firm.
Youll play a critical role in driving efficiency, supporting strategic initiatives, and contributing to a high-performing team environment.