Executive Assistant

High Point Financial Group is a boutique, planning-first wealth management firm. Our work is highly personalized, process-driven, and focused on delivering clarity and follow-through for complex clients.

We are seeking a
Part-Time Executive Assistant – Client & Practice Support
to work directly with the Lead Advisor and support the execution of his planning process, client communications, and day-to-day priorities.

Role Overview

This is a
professional services Executive Assistant role
, not a personal assistant role.

You will act as the Lead Advisor's
organizational and execution partner
, ensuring that:

• Client communications are timely and professional
• The advisor's calendar and priorities are well-managed
• Projects, tasks, and follow-ups move forward on time
• Systems, documentation, and workflows stay organized

The Lead Advisor drives planning, strategy, and big-picture thinking.

Your role is to
make sure the work gets done, on time, and with precision
.

Hours:
15–25 hours per week (with potential to expand over time)

Location:
Remote-friendly; Mountain Time availability strongly preferred

Who You Support

This role supports:

• The
  Lead Advisor
• His personal client relationships
• His planning cadence, systems, and ongoing projects

Success is measured by
organization, execution, responsiveness, and client experience
.

Key Responsibilities

Executive & Practice Support

• Manage the Lead Advisor's calendar, scheduling, and meeting flow
• Assist with inbox management, prioritization, and follow-ups
• Track ongoing projects, deadlines, and action items
• Serve as a buffer to distractions and ad hoc requests
• Create structure around tasks, priorities, and commitments

Client Communications & Service

• Draft and send professional client emails and follow-ups
• Coordinate meeting scheduling, confirmations, and prep
• Support onboarding and ongoing client service requests
• Ensure clients feel proactively supported and informed

CRM, Planning & Workflow Support

• Maintain accurate records in Salesforce CRM
• Track client tasks, planning milestones, and follow-through
• Support planning workflows and implementation steps
• Assist with eMoney or other planning software (experience is a plus)

Content, Documentation & Systems

• Assist with social media engagement and content creation
• Draft and organize SOPs, internal documentation, and workflows
• Create PDFs, client-facing materials, and internal process docs
• Help keep systems organized, current, and usable

Ideal Candidate Profile

You likely have experience as:

• An Executive Assistant in
  wealth management, law, accounting, or consulting
  , or
• A client service / operations professional in a professional services environment

You are:

• Exceptionally organized and detail-oriented
• Comfortable managing multiple priorities independently
• A strong written and verbal communicator
• Proactive, reliable, and execution-focused
• Comfortable working closely with one primary decision-maker

Preferred (But Not Required)

• Experience in wealth management or financial services
• Familiarity with Salesforce, eMoney, or planning software
• Experience managing social media or digital content
• Life & Health license and/or Series 7 / 66 (or willingness to obtain)

Why This Role

High Point is intentionally small and premium. This role exists to:

• Protect the advisor's time and focus
• Ensure consistent follow-through on planning and client work
• Maintain a high-touch, organized client experience
• Allow the practice to scale without chaos

This is a trusted, visible role with meaningful responsibility and room to grow.

Compensation

• Competitive hourly compensation based on experience
• Opportunity for expanded hours and responsibility over time

How to Apply

Please apply via LinkedIn with:

• A brief note on why this role fits your background
• Relevant experience in professional services or client support