We’re looking for a highly organized and proactive Executive Assistant to support a CPA/Financial Planner (CFP) who is building a holistic, high-touch service for a high-net-worth client base. This role goes far beyond calendar management; you’ll be a critical right-hand in delivering exceptional client experiences, coordinating complex tasks, and helping bring a vision of integrated business advisory and personal financial planning to life.

 

You’ll be joining a fast-paced, evolving environment where attention to detail, emotional intelligence, and discretion are essential. We’re looking for someone who loves bringing order to complexity, thrives in client-service environments, and takes pride in making things run smoothly behind the scenes.

 

Key Responsibilities

Executive Support

·      Manage a busy and dynamic calendar, including scheduling internal and client meetings

·      Draft and manage email communications, follow-ups, and reminders

·      Track and coordinate ongoing projects and client deliverables, ensuring nothing slips through the cracks

·      Prepare the executive for meetings with agendas, background materials, and briefing notes

 

Client Experience is Everything

·      Serve as a key point of contact for clients, offering a warm, professional, and detail-oriented experience

·      Coordinate onboarding for new clients, including forms, scheduling, and follow-up

·      Track client touchpoints and ensure timely check-ins, renewals, and reviews

·      Help implement systems and processes to elevate the client journey from initial engagement through ongoing support

 

Operations & Project Coordination

·      Assist in developing and documenting internal workflows and procedures

·      Track progress on strategic projects (e.g., launching new services, implementing new tech tools)

·      Liaise with bookkeepers, investment advisors, insurance professionals, and other collaborators

·      Maintain organized digital files and records across CRM, cloud storage, and planning software

 

Marketing & Communications (Light Involvement)

·      Assist in scheduling content for newsletters, LinkedIn, or other client communications

·      Support planning and coordination of client events, webinars, or special initiatives

 

What We’re Looking For

·      5+ years of experience as an executive assistant or in a similar role

·      Excellent communication skills, both written and verbal

·      Exceptionally organized and a love for structure and follow-through

·      High level of professionalism and discretion when handling confidential information

·      Tech-savvy and comfortable learning new tools (e.g., CRMs, project management software, financial planning platforms)

·      Experience or interest in finance, professional services, or client-focused businesses is an asset

 

What Would Make You Thrive Here

·      Enjoy working behind the scenes, and always thinking ten steps ahead

·      Have a proactive mindset – you anticipate needs before they arise

·      Take pride in doing things “the right way,” especially when clients are trusting you with big decisions

·      Can juggle multiple priorities without sacrificing quality

 

Compensation & Perks

·       Competitive Salary

·       Flexible hours and remote-friendly

·       Growth opportunities into operations, client experience, or project leadership

 

To Apply:
Send your resume, along with salary expectations and a short note about why this role is a fit for you to: resumes@maximadvisorygroup.com