Senior Executive Assistant to the CEO

Continuum Advantage•Bozeman, MT

19d•$90,000 - $130,000•Onsite

About The Position

The Senior Executive Assistant to the CEO is a key member of our leadership and client service team. This person ensures the CEO operates efficiently, communicates effectively, and remains focused on top priorities. The ideal candidate is a proactive, highly organized professional who thrives in a fast-paced environment and delivers outstanding internal and external client service.

Requirements

10+ years of client or customer service experience
Demonstrated ability to handle sensitive client needs with professionalism
Exceptional written and verbal communication skills
Ability to work autonomously and collaboratively in a fast-paced environment
Strong multitasking skills and ability to manage multiple client situations at once
Excellent organizational skills and impeccable attention to detail
Proven ability to build strong cross-functional relationships
Commitment to maintaining strict confidentiality
Professional demeanor and strong problem-solving abilities
Proficiency in Microsoft Office (Word, Excel, Outlook)
Successful completion of an FBI background check
Minimum of 10 years of experience

Nice To Haves

Bachelor’s Degree preferred

Responsibilities

Write, edit, and prepare emails, documents, and communication on behalf of the CEO
Maintain highly accurate and comprehensive records
Manage the CEO’s complex calendar, schedule meetings, and prioritize urgent matters
Organize meetings, send reminders, coordinate follow-ups, and ensure seamless communication
Answer calls professionally and handle inquiries with diplomacy
Perform financial asset movements for clients with precision and confidentiality
Build and maintain strong, trusted client relationships
Address client needs tactfully and professionally
Support financial advisors and team members with client-related tasks