Executive Assistant
📋 Role Overview & Responsibilities
Overview of ĀTHŌSWe are wealth advisors who provide investment management and personal financial strategy to founders, executives, and professionals. We know that the best planning takes place at the beginning, and we work with families and individuals long before their locked-up wealth is realized.
Job DescriptionThe Executive Assistant is a core component of ĀTHŌS. He or she will work side-by-side with other team members in keeping the business and administrative activities on track. This is a full-time role.
Responsibilities· Administrative duties, such as scheduling calls & meetings for the CEO and COO· New client onboarding· Direct communication with clients· Email Management and Calendaring· Creation of processes to improve organization across the firm· Event planning, including client events & dinners· Personal assistance to the CEO· Other ad-hoc administrative and business tasks as needed
Minimum Qualifications· Either a Bachelor’s degree with prior executive administrative experience OR· 3+ years experience in an executive assistant position· Self-starter with an entrepreneurial growth mindset and strong communication skills· Strong background utilizing Microsoft office, scanners & Microsoft office tools· Ability to quickly learn new tools & tasks and improve on them (some exposure to finance is helpful)
Compensation· Competitive salary + Bonus + Potential for Profit-share· Full benefits including health & dental insurance, retirement benefits & paid time-off
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This position is located in Holladay, UT with potential relocation and sponsorship assistance depending on candidate qualifications.
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