Broker Check

Executive Assistant to the CEO


Campbell Wealth Management, a registered investment advisory firm, is seeking a bright, dynamic, and extraordinarily talented Executive Assistant to support our President. You will manage a wide range of complex administrative support in a proactive and detail-oriented manner. Success will require uncompromising integrity and very effective communication between you and the President.

The ideal candidate is a positive, proactive, anticipatory problem solver with meticulous judgment. You must be able to thrive in a fast-paced environment, possess exceptional verbal and written communication skills, and have a passion for organization. This role will typically be in the office 4-5 days per week but will have some flexibility based on the President’s schedule. The President is an extremely positive, upbeat individual – so if you don’t genuinely like to smile this may not be the right role!

Essential Job Functions & Duties:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

  • Provide sophisticated calendar management for the President. Prioritize inquiries, meeting requests, and issues as they arise.
  • Prepare and anticipate the needs of the President in advance of meetings, including weekly team leadership meetings, staff meetings, conferences, and other internal/external meetings.
  • Work closely with the CEO to keep him well informed of upcoming commitments and responsibilities, following up appropriately.
  • Serve as the primary contact for internal and external constituencies on all matters pertaining to the CEO, including those of a highly confidential or critical nature.
  • Prioritize and determine appropriate courses of action, referral, or response, exercising judgment to reflect CEO’s style and organization policy.
  • Manage travel and transportation bookings, along with expense reports.
  • Support C-Suite as needed.
  • Monitor all operational processes and procedures to ensure that the company complies with all legal regulations and ethical standards.
  • Train and educate staff so that they are informed of any legal changes and updates to compliance guidelines.
  • Act as contact person and liaison between department heads and senior management.
  • Review and update existing compliance policies and procedures, documents and logs.
  • Support the Chief Compliance Officer during compliance audits.
  • Ensure departments are meeting ongoing compliance deadlines.
  • Occasional travel and evening/weekend client event attendance will be required.

Required Knowledge, Skills and Abilities:

  • Unimpeachable integrity with demonstrated experience managing and organizing confidential information.
  • An absolute understanding that our clients always come first.
  • A flexible and positive attitude and the ability to anticipate future needs.
  • Demonstrated ability to use good judgment and diplomacy to build and maintain relationships – particularly with the internal team and department heads.
  • 5+ years as an executive assistant, administrative assistant, or similar work experience.
  • Experience supporting C-Suite executives.
  • Strong written and verbal communication skills.
  • Excellent organizational skills and consistent attention to detail.
  • Ability to take and give feedback and consistently work to achieve better results.
  • Ability to be plugged into the culture of the organization, understanding its larger goals and its needs.
  • Proficiency in MS Office Suite including intermediate Powerpoint skills.
  • Willingness to work in the office. This will allow for some hybrid flexibility depending on the President’s schedule.

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