Senior Executive Assistant

Aldrich CPAs + Advisors LLP-posted about 1 month ago
$85,000 - $110,000/Yr
Full-time • Mid Level
Onsite • Lake Oswego, OR
Professional, Scientific, and Technical Services
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At Aldrich, we exist to improve the lives of our people, clients, and communities. We are seeking a highly organized, proactive, and adaptable Senior Executive Assistant to provide comprehensive support to multiple senior executives. This role is ideal for a professional who thrives in a dynamic environment, anticipates needs before they arise, and can seamlessly balance a variety of priorities with discretion and professionalism. This Senior Executive Assistant role offers the opportunity to work alongside a high-performing leadership team, contribute to key initiatives, and play a pivotal role in driving organizational success. You'll be empowered to think strategically, act decisively, and continuously refine systems that enhance executive effectiveness and team collaboration. Why Aldrich Wealth Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $6 billion in assets. Our holistic approach, paired with high-touch service, weaves together financial planning, wealth-building, wealth-preservation, and life goals. We guide our clients through today's financial complexities to protect and grow their financial assets for tomorrow. Check out more about Aldrich at https://wealthadvisors.com/.

  • Maintain, plan, and coordinate calendars by scheduling external and internal meetings and details for assigned company executives.
  • Proactively anticipate executive needs by planning ahead for meetings, travel, and daily schedules. This includes arranging meals for meetings scheduled over lunch, scheduling preparation and debrief time around key meetings, building in regular breaks during long days, and allocating time to catch up on emails after intensive meetings or travel.
  • Lead or support the planning, coordination, and execution of firm events, client gatherings, and educational webinars, in collaboration with relevant team members.
  • Coordinate travel arrangements.
  • Draft, review, and send communications on behalf of company executives.
  • Answer and respond to phone calls and communicate messages and information to the executive.
  • Prioritize emails and respond when necessary.
  • Determine priority of matters of attention; redirect matters to others to handle, or handle matters personally, as appropriate.
  • Keep executives advised of time-sensitive and priority issues, ensuring appropriate follow-up.
  • Prepare, reconcile, and submit expense reports.
  • Manage multiple projects across disciplines, both strategic long-term projects and more urgent matters.
  • Proven experience supporting multiple senior executives in a fast-paced, dynamic environment.
  • Flexible and adaptable to executive preferences, willing to adjust organizational methods and communication style as needed.
  • Comfortable with ambiguity and able to learn independently and build relationships across the organization.
  • Confident communicator, comfortable speaking and acting on behalf of the executive in meetings and written communications.
  • A proactive mindset with the ability to anticipate needs, solve problems, and improve processes once you understand the big picture.
  • Exceptional organizational skills and attention to detail, with the ability to manage competing priorities and meet tight deadlines.
  • Strong written and verbal communication skills, including editing and proofreading with precision.
  • High emotional intelligence and professionalism when handling sensitive information and confidential matters.
  • Tech-savvy and proficient in Microsoft Office Suite, with a willingness to learn new tools and systems.
  • A curious and resourceful approach to work, always looking for ways to improve efficiency and support executive success.
  • Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
  • Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
  • Time Off: 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave
  • You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.
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