Executive Assistant

Sage HausSt. Louis, MO
Onsite

About The Position

This role supports a dynamic, fast-paced Senior Leadership Team that values strong relationships, thoughtful execution, and a high level of personal ownership. The Socium Advisors team operates with a client-first mindset, prioritizing long-term partnerships and meaningful, results-driven work. They are collaborative, communicative, and deeply invested in what they do, with a shared commitment to excellence and continuous growth. The environment is energetic and detail-oriented, where no task is too small and follow-through is everything. As their Executive Assistant, you’ll become a trusted right hand—helping keep priorities aligned, operations running smoothly, and ensuring the team can stay focused on big-picture goals while knowing the day-to-day details are handled with care and precision.

Requirements

  • Minimum of 5 years’ experience as a high-level Administrative, Executive, or Personal Assistant supporting Senior Leadership
  • Proven ability to manage complex, fast-moving tasks in a professional and client-centric environment
  • Must be comfortable with outbound phone calls and client communications
  • Legally authorized to work in the United States
  • Ability to clear a criminal background check
  • High School diploma or equivalent
  • Strong proficiency in Microsoft Office and general tech platforms

Nice To Haves

  • Experience with Wealth Management is a plus
  • familiarity with CRM tools a plus
  • background in hospitality or service roles

Responsibilities

  • Maintain executive calendars by planning and scheduling meetings, conferences, video conferences, and travel arrangements.
  • Track these meetings and follow-up meetings in the CRM for seamless coordination.
  • Oversee executive email and Slack inbox, ensuring timely responses, organizing emails, forwarding tasks to appropriate team members, and responding as needed.
  • Manage and book executive travel, lodging, transportation, and dining arrangements.
  • Handle last-minute changes or reservations as needed to ensure smooth operations.
  • Format and prepare internal and external communications, including memos, presentations, organizational charts, workbooks, reports, and agendas.
  • Manage information flow in a timely and accurate manner, ensuring all parties are aligned.
  • Reconcile executive expense reports to ensure accurate financial tracking.
  • Plan and attend client and employee events as required, ensuring smooth execution.
  • Order office supplies and maintain inventory as needed to support office operations.
  • Collaborate with other team members to ensure a seamless workflow across departments.
  • Perform other position duties when required.
  • Support a fast-paced, demanding work schedule that can include early mornings, evenings, and weekends as needed.

Benefits

  • medical, dental, and vision insurance
  • 401k matching
  • Annual company retreat
  • occasional travel for client events
  • Opportunity for growth and development within the firm, with the potential for new roles as the firm expands
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