Executive Assistant

What We Are Looking For

• The goal of this role is to provide high-level executive support while coordinating talent and people-related initiatives that help our firm operate efficiently and grow intentionally. This position plays a critical role in supporting leadership, strengthening internal operations, and creating a positive candidate and employee experience.
• A highly organized, proactive, and detail-oriented teammate who can manage multiple priorities, meet deadlines, and anticipate the needs of leadership and the firm.
• Someone excited to embody our core values, mission, and vision while supporting a client-first, people-centered culture.
• An individual with 2–5 years of experience in an executive assistant, operations, or people/talent coordination role, preferably within financial services or a professional services environment.
• A person who is professional, humble, dependable, and enjoyable to work with—someone who listens carefully, communicates clearly, and follows through on commitments. Do what you say you are going to do.
• Being on-site in Franklin, TN is required.

What You Will Do

• Provide day-to-day administrative support to executive leadership, including calendar management, scheduling meetings, and coordinating logistics.
• Prepare correspondence, presentations, internal documents, and reports as needed.
• Track priorities, deadlines, and action items to ensure follow-through across leadership initiatives.
• Serve as a point of contact for internal team members and external partners.
• Assist with special projects and operational initiatives to support firm efficiency and growth.
• Handle sensitive and confidential information with discretion and professionalism.
• Coordinate recruiting efforts, including posting open roles, scheduling interviews, and managing candidate communication.
• Serve as the primary point of contact for candidates throughout the interview process.
• Support onboarding and offboarding processes, including documentation, system access, and team coordination.
• Maintain accurate talent and HR-related records.
• Assist with employee engagement initiatives, internal communications, training coordination, and team events.
• Support leadership in fostering a strong, organized, and values-driven team culture.

Requirements

• Bachelor's degree is strongly preferred.
• Ideally 2–5 years of experience in executive support, operations, HR coordination, or a similar role
• Experience in financial services, wealth management, or a professional services firm is a plus
• Strong working knowledge of Google Workspace (particularly Calendar, Docs, and Sheets)
• Exceptional organizational and time-management skills
• High level of professionalism with strong judgment and discretion
• Excellent written and verbal communication skills
• Ability to work independently while delivering accurate and timely results
• Proactive, responsive, and solutions-oriented mindset
• Strong attention to detail and follow-through

Compensation & Benefits

• Salary $70,000- $80,000 + Additional Bonuses
• Health insurance is available and will be provided. There is a group Medical, Dental, and Vision Plan.
• There is a company 401K with a 4% match and immediate vesting.
• Our policy for time away from work is unlimited use of days with a "target" amount of time away for each employee.