Executive Assistant

At Disbennett Wealth Management Group, we excel because our people do. We're seeking an Executive Assistant who will serve as a dedicated support partner to our Chief Operations Officer (COO). The ideal candidate is a proactive problem solver with exceptional communication skills, outstanding professionalism, and meticulous attention to detail. Because of the operational sophistication and client-centered nature of our industry, we rely on this person to remain adaptable, consistent, and capable of handling sensitive information with complete discretion.

This role is an opportunity to contribute meaningfully to a high-performing wealth management firm by supporting operational efficiency, client service excellence, and organizational structure.

Objectives of This Role

• Provide direct support to the COO to ensure operational priorities, regulatory requirements, and firm initiatives are executed efficiently and accurately.
• Serve as a resource to the team by offering supplemental support and ensuring seamless coordination of several office operations.
• Maintain and improve internal processes that support the operational functions of the firm, helping to streamline workflows and enhance overall client service.
• Facilitate communication across the firm by coordinating with internal team members, clients, and external partners to support ongoing projects and tasks.
• Anticipate needs and plan work proactively to help ensure that the COO's priorities are met, organizational goals are advanced, and industry best practices are upheld.

Responsibilities

• Manage the COO's professional calendar, including meeting coordination, internal reviews, client-related scheduling, and operational logistics.
• Coordinate complex and dynamic scheduling needs, ensuring the seamless flow of information and preparation of materials for the COO and team.
• Support the COO in preparing documents, reports, presentations, and operational data with accuracy and clarity.
• Support marketing initiatives, campaigns. tracking and reporting.
• Assist in planning and coordinating client events.
• Provide back-up support to office administration.
• Support ongoing efforts for growth with new clients and continuous interaction with current clients to provide an excellent client experience.
• Maintain internal filing systems, compliance-related documentation, CRM updates, and operational databases with exceptional attention to detail.
• Handle incoming communications on behalf of the COO—monitoring email, organizing information, and ensuring timely follow-up on action items.
• Provide general administrative support such as document creation, data entry, organizing operational records, and preparing meeting notes.
• Uphold strict confidentiality and exercise sound judgment in handling sensitive client information and internal firm matters.
• Assist with planning and coordinating internal meetings, training sessions, and team events.

Required Skills & Qualifications

• Four or more years of administrative experience supporting senior leadership, preferably within financial services or a professional office environment.
• Excellent written and verbal communication skills with a polished, professional demeanor.
• Strong time-management skills and the ability to coordinate multiple concurrent projects and deadlines.
• Proficiency with office productivity tools (Microsoft Office Suite, Adobe, CRM systems) and comfort learning new technology.
• Flexible team player who is highly dependable, adaptable, and unafraid to take on new challenges.
• Demonstrated ability to maintain confidentiality and manage sensitive information responsibly.

Preferred Skills & Qualifications

• Experience supporting operations functions, particularly in wealth management, financial services, or another regulated environment.
• Familiarity with building or refining operational processes, workflows, or filing systems.

Job Type: Full-time

Pay: $40, $45,000.00 per year

Benefits:

• 401(k) matching
• Paid time off

Experience:

• Financial services: 1 year (Preferred)

Work Location: In person