Executive Assistant

We are looking for a highly organized Executive Assistant to support the CEO in a wealth management company. This person will manage email inboxes, calendars and will perform a variety of administrative tasks efficiently. The ideal candidate brings strong communication skills, attention to detail, and the ability to manage multiple responsibilities in a fast-paced environment. This role is 100% on site in Spokane Valley, WA.

Responsibilities:

• Coordinate calendars, appointments, and client meetings to ensure priorities are managed efficiently and follow-up commitments stay on track.

• Reach out to clients to arrange reviews, confirm meetings, and support ongoing communication for active opportunities and accounts.

• Prepare presentations, meeting documents, and supporting materials ahead of scheduled discussions to ensure all information is complete and ready to use.

• Enter and maintain accurate records of customer interactions, tasks, and updates within CRM and other internal tracking systems.

• Partner with CEO and internal colleagues to relay requests, resolve open items, and help deliver timely responses to client needs.

• Monitor pipelines, account activity, and outstanding items by maintaining organized tracking lists and status updates.

• Support weekly planning sessions by organizing upcoming priorities, scheduling needs, and action items for the team.

• Keep work areas, files, and essential materials well organized so information is easy to access when needed.

BENEFITS OFFERED:

Medical/Dental/Vision – 100% paid for employee

Life and long-term disability

401k plan

PTO/holidays