What are the responsibilities and job description for the Executive Administrative Associate position at Crewe Advisors?
About the Role:
Crewe Advisors is looking for a proactive, organized, and detail-oriented Executive Administrative Associate to join our Salt Lake City office. In this role, you will be an essential part of ensuring a high-quality experience for both employees and clients of the firm. You will provide executive-level support, assist with operational tasks, and contribute to client service excellence.
Responsibilities:
Executive Administrative Work:
- Manage complex calendars for the President and Director of Finance/Operations, including scheduling meetings, resolving conflicts, and prioritizing commitments
- Coordinate logistics for internal and external meetings: prepare agendas, take minutes, and track follow-up actions
- Arrange travel, including flights, accommodations, and ground transportation
- Process expense reports, invoices, and vendor payments in compliance with company policies
Operations Administrative Work:
- Answer and direct all communication made to the main phone line and email boxes
- Collect and distribute mail for the firm
- Manage office supplies and snacks for all firm locations
- Reception support as needed, including greeting visitors and setting up/cleaning up conference space for meetings
Client Services
- Provide backup support in Client Servicing function for Client Services Associates
- Provide white-glove customer service to clients on accounts and other various needs.
- Utilize CRM for task/project management and team support
- Various projects and tasks as needed to support teams in providing an excellent client & employee experience
- Uphold confidentiality and professionalism in all interactions
Qualifications:
- Bachelor's Degree preferred
- Experience in corporate operations or administrative support role preferred
- Project / process management skillset
- Proactive time management skills
- Excellent written and verbal communication skills
- Strong organizational skills and attention to detail
- Ability to thrive in a collaborative team environment
- Proficiency in Microsoft Suite (Outlook, Excel, Powerpoint, Word, etc.) & Adobe
- Experience with CRM software and data management
About the Company:
Crewe Advisors is a comprehensive wealth advisory firm founded to serve the needs of high net worth and ultra-high net worth individuals and families. Our team of seasoned professionals work to achieve our clients’ long-term objectives by addressing all aspects of our clients’ financial affairs including investment management, estate planning, tax planning, wealth transfers, and succession planning. Our vision is to be the most innovative, agile, and comprehensive Wealth Advisory firm headquartered in Utah.