What are the responsibilities and job description for the Executive Assistant to the CEO position at AccruePartners?
THE TEAM YOU WILL BE JOINING
- A well-established, multi-location financial services organization with a national footprint and a strong reputation in the wealth and advisory space
- A close-knit Executive Leadership Team operating in a high-trust, fast-paced environment where discretion, responsiveness, and sound judgment are essential
- A collaborative leadership culture that spans corporate and field-based teams across the organization
- An executive office environment where administrative support is a key enabler of leadership effectiveness and organizational alignment
- A professional, relationship-driven culture that values precision, anticipation, and the ability to operate in a dynamic and evolving environment
- A high-visibility Executive Assistant opportunity supporting the CEO and Executive Leadership Team in a dynamic, growth-oriented organization
- Direct exposure to executive decision-making, strategic priorities, and cross-functional leadership initiatives
- A role that blends traditional executive support with project coordination, with scope that evolves as trust is established
- High levels of autonomy and ownership in managing priorities, communications, and executive workflows
- A fast-paced environment where your work directly enables leadership effectiveness and organizational execution
- A culture that values discretion, judgment, and professionalism, with the opportunity to become a trusted partner to senior leadership
- Serves as a critical extension of the CEO and Executive Leadership Team, ensuring leadership time is protected, organized, and aligned to priorities
- Manages complex calendars and competing demands, acting as a gatekeeper for time, meetings, and scheduling priorities
- Coordinates executive communications, meeting preparation, and follow-up to ensure execution is accurate and timely
- Supports alignment across leadership initiatives by organizing materials, meetings, and deliverables tied to business priorities
- Anticipates needs and proactively addresses scheduling, logistical, and operational issues before they impact leadership effectiveness
- 10 years of experience supporting senior executives or C-suite leaders in fast-paced, high-touch environments requiring strong judgment and discretion
- Proven ability to manage complex calendars, travel coordination, and shifting priorities across multiple stakeholders
- Experience in financial services, professional services, or other structured corporate environments
- Strong written and verbal communication skills with the ability to interact professionally with senior leaders and external partners
- Demonstrated ability to function as a trusted partner to leadership with a proactive, anticipatory, and highly organized approach