What are the responsibilities and job description for the Executive Assistant position at Wealth Access?
Executive Assistant to the CEO
Wealth Access
Wealth Access is a Nashville-based fintech platform that unifies financial data across silos for banks, credit unions, and wealth management firms. Our mission is to help financial institutions turn fragmented information into clarity, empowering their teams to better serve and grow through deeper understanding. We are driven by a commitment to connect what matters — people, data, and purpose — so every relationship is built on trust. Our values — Clarity, Connection, Humanity, Progress, and Integrity — guide how we build, collaborate, and deliver for our clients. Join a team focused on meaningful impact, thoughtful innovation, and strengthening the human side of financial technology.
The Role
You'll keep the CEO focused on client relationships, product strategy, and growth. This is not a traditional administrative role — at our stage, a strong EA materially changes how much the CEO can get done.
You'll manage the CEO's calendar, inbox, and follow-through. You'll be the first point of contact for people trying to reach the CEO, draft communications in his voice, and make sure commitments are tracked and met.
You'll report directly to the CEO and work closely with the Chief of Staff, who owns cross-functional strategic projects. This role is focused on the CEO's day-to-day operating rhythm rather than company-wide initiatives.
What You'll Own
Compensation includes a competitive base salary, bonus, along with comprehensive benefits: flexible PTO, company-funded HSA, 401(k) with match, and paid downtown Nashville parking. The final package will reflect experience, qualifications, and market conditions.
Wealth Access is an equal opportunity employer.
About Wealth Access
Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data. Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise. This unified view powers wealth, digital banking, CRM, and analytics ecosystems—helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments. Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.
Wealth Access
- Nashville, TN
- Full-Time, In-office
Wealth Access is a Nashville-based fintech platform that unifies financial data across silos for banks, credit unions, and wealth management firms. Our mission is to help financial institutions turn fragmented information into clarity, empowering their teams to better serve and grow through deeper understanding. We are driven by a commitment to connect what matters — people, data, and purpose — so every relationship is built on trust. Our values — Clarity, Connection, Humanity, Progress, and Integrity — guide how we build, collaborate, and deliver for our clients. Join a team focused on meaningful impact, thoughtful innovation, and strengthening the human side of financial technology.
The Role
You'll keep the CEO focused on client relationships, product strategy, and growth. This is not a traditional administrative role — at our stage, a strong EA materially changes how much the CEO can get done.
You'll manage the CEO's calendar, inbox, and follow-through. You'll be the first point of contact for people trying to reach the CEO, draft communications in his voice, and make sure commitments are tracked and met.
You'll report directly to the CEO and work closely with the Chief of Staff, who owns cross-functional strategic projects. This role is focused on the CEO's day-to-day operating rhythm rather than company-wide initiatives.
What You'll Own
- Calendar and inbox management — scheduling, triage, and blocking focus time
- Meeting preparation — agendas, pre-reads, talking points, and post-meeting follow-up tracking
- Travel coordination — logistics, itineraries, and trip prep
- Expenses and corporate card — monthly reconciliation, receipt capture, and coding for the CEO's spend
- Board and investor materials — preparation, distribution, and action item tracking
- Relationship management — CRM hygiene, outreach cadences, and follow-up for key client and partner relationships
- Internal communications — draft updates, coordinate between department heads, and manage company event logistics
- Research — background on prospective partners, competitor activity, and one-off briefs as needed
- Light office management — Costco runs, keeping the office tidy, coordinating office lunches, booking meeting rooms as needed, and helping run company events
- 5 years supporting a C-suite executive, including direct experience supporting a founder
- Strong writer — you can draft a client email or board update that lands the right way the first time
- High judgment and discretion — you know when to act autonomously and when to flag something
- Trusted with sensitive information — board materials, financials, personnel matters, and investor communications routinely cross your desk
- You see what needs to happen before being asked, and you follow up until it's done
- Highly tech-fluent — comfortable in Outlook, Teams, Slack, HubSpot, and quick to pick up new tools (travel/expense platforms, board portals, docs)
- Fluent with AI tools — the CEO is a heavy AI user, and part of this role is helping channel that productively: capturing outputs, building reliable workflows, and knowing when to pull him back to a simpler approach
- Fintech or financial services exposure is a plus; genuine curiosity about the industry is required
Compensation includes a competitive base salary, bonus, along with comprehensive benefits: flexible PTO, company-funded HSA, 401(k) with match, and paid downtown Nashville parking. The final package will reflect experience, qualifications, and market conditions.
Wealth Access is an equal opportunity employer.
About Wealth Access
Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data. Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise. This unified view powers wealth, digital banking, CRM, and analytics ecosystems—helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments. Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.