Executive Assistant

About The Doyle Group

At The Doyle Group, we help our clients build high-performing teams. With a people-first approach and deep consulting experience, we partner closely with organizations to understand their unique needs and deliver talent that drives meaningful impact. We support clients across industries with a commitment to integrity, collaboration, and long-term success.

About the Opportunit

yOur client is a boutique Registered Investment Advisory (RIA) firm serving approximately 85 high-net-worth families with portfolios ranging from $2M to $30M. The principal is a seasoned advisor who leads a lean, high-performing team — and is now ready to hire a sharp, organized Executive Assistant to take the operational weight off his plate so he can focus on what he does best: client relationships and wealth management

.This is a full-time, direct-hire opportunity for a professional who thrives in a fast-paced, relationship-driven environment and wants to be a true right-hand to a senior executive

.
The Ro

leThis is a highly personalized Executive Assistant position built around the principal's workflow. Success means proactively managing his calendar, inbox, and task delegation — becoming the operational connective tissue that keeps the team running smoothly and clients well-serve

d.The role is local to the Denver metro area, with an initial in-office presence and flexibility to move toward a hybrid arrangement as trust is establishe

d.
What You'll

Own• Email inbox management — triage, prioritize, and eventually draft/send client-facing respon

ses• Calendar and meeting coordination — prep, scheduling, and follow-up on action it

ems• Task delegation to specialized team members and follow-through to ensure clos

ure• Client communications — professional, polished phone and written interactions that uphold firm standa

rds• Compliance task management — insurance license renewals, investment logging, regulatory track

ing• Cash distribution workflow support — routing approvals and confirming process adhere

nce• AI-assisted meeting note capture and action item tracking (tools provid

ed)• Administrative coordination across Microsoft 365 (Outlook, Teams, Word, Exc

el)• Light personal task support within reasonable lim

its
What We’re Looking

ForMust-H

aves• Exceptional organizational skills — you create structure, you don’t need it handed to

you• Strong numerical aptitude and comfort with accuracy-driven, process-oriented

work• Professional communication skills — polished, confident, and appropriately concise with cli

ents• Experience in a professional services or client-facing environ

ment• Ability to make confident, independent decisions on routine issues — you escalate only when truly neces

sary• Patience and resilience — the principal has a fast-paced style and needs someone who can stay grou

nded• Microsoft 365 proficiency (Outlook, Word, Excel, Te

ams)
Nice to

Have• Background in financial services, wealth management, or as a client service assistant at an advisory

firm• QuickBooks or financial system exper

ience• Familiarity with AI note-taking and productivity

tools
What You Don’

t Need• A finance degree, CFA, Series licenses, or other regulatory certifications — not re

quired• Deep technical knowledge of wealth management — the team covers subject matter exp

ertise
T

he TeamYou’ll work alongside a small, specialized support team that includes a client administrator, financial planning and insurance specialist, and a remote analyst. The team is high-performing and low-maintenance. Your job is coordination and closure, not subject matter exp

ertise.
Compensation & S

tructure• Base salary: $80,000 – $120,000 depending on ex

perience• Full-time, direct-hire p

lacement• Schedule: Monday – Friday,

8AM–5PM• Denver metro location required; initial in-office with hybrid flexibility o

ver time• High performers are recognized — there is potential for financial participation incentives for the right long-t