Department: OneAscent Financial, OneAscent Investments, OneAscent Wealth
Position Reports to: Rob Grubb
Location: Birmingham, AL

ABOUT ONEASCENT

OneAscent is a family of companies committed to delivering Values Aligned, Kingdom Driven financial solutions. Headquartered in Birmingham, AL with office locations across the United States, our mission is to empower advisors and investors to fully live out their values and convictions. At OneAscent, our faith is core to who we are – it influences the way we live personally, professionally, and how we manage the business. In order to effectively serve our clients and our employees, OneAscent is committed to honoring the Lord in all we do by operating the company in a manner consistent with Biblical principles. Our desire is to help each employee flourish in their natural gifting while also working to accomplish OneAscent’s mission.

EXECUTIVE ASSISTANT ROLE

This is a full-time role reporting to our CEO, COO, and President, Investment Solutions. For this role, you’ll need to live in or near Birmingham, AL. Typical hours for this role are 8am-5pm, Monday-Friday; on occasion there is a need to work additional hours on evenings and weekends throughout the year.

The mission of the Executive Assistant is to stay five steps ahead of their leader, tracking all of the administrative details, and clearing the path for him to make his greatest contribution to our business. The Executive Assistant will be a key asset to the executives by anticipating needs at an exceptionally high level, allowing him to develop vision and strategy for all aspects of the OneAscent family of companies so that we can reach our corporate goals.

While repetitive tasks are certainly part of this position, the tasks assigned can vary from week to week based on the executive’s needs and the needs of business. The most important responsibility of the Executive Assistant is to ensure that administrative tasks and projects are completed with a high level of efficiency, confidentiality, accuracy, flexibility, and positivity in order to support the initiatives of the executive.

DUTIES AND RESPONSIBILITIES

• Meeting management including preparing agendas, printing reports, taking notes, distributing action items, and arranging catering
• Communicating on the executive's behalf both internally and externally
• Email management on behalf of the executive and assigning emails to team members as needed
• Running errands and attending in person meetings multiple items per week
• Checking mail daily and processing mail to various departments
• Complex calendar management and scheduling (both personally and professionally) on behalf of executives
• Varying personal and professional administrative tasks including, but not limited to: booking appointments, research projects, coordinating travel, and ordering gifts/flowers, etc 
• Light project management/event coordinating 
• Weekly expense reporting on behalf of the executives 

QUALIFICATIONS

• Passion for and commitment to OneAscent’s mission 
• Education: Bachelor's degree preferred 
• Preferred Experience: 2-5 years supporting c-suite executive(s), dealing with financial information 
• Must be highly organized with the ability to multitask 
• Physical: ability to bend, reach, and lift boxes and office supplies up to 30 lbs
• Job Type: full time, salaried (with killer benefits)