Client Associate - Executive Assistant

Your role

1. Calendar & Scheduling Management
• Coordinate and maintain the team’s master calendar, ensuring efficient time allocation for internal priorities and client meetings.
• Anticipate scheduling conflicts and proactively resolve them.
• Manage the Building Security Submission for clients and guests

2. Inbox Monitoring & Communication
• Monitor team Partner, Daniel Gerschel’s, inbox for time-sensitive items and distribute actionable tasks to the appropriate team members.
• Monitor the team’s group inbox for time-sensitive items and make sure the appropriate team members are addressing in a timely manner.

3. Expense & Budget Administration
• Process and submit business expenses in accordance with compliance and corporate policies.
• Track team budget allocations, identifying cost-saving opportunities without compromising quality.

4. Travel Coordination
• Plan, coordinate, and execute travel coordination for team members to meet with clients across the country.

5. Marketing & Digital Presence
• Maintain and update the team’s marketing materials to ensure accuracy and alignment with brand standards.
• Oversee website and LinkedIn presence, posting timely updates and managing content calendars.

6. Events & Engagement
• Plan, coordinate, and execute client appreciation events from concept to completion.
• Organize team events. Dinners, drinks, and fun activities.

7. Miscellaneous
• Oversee the team’s licensing renewals. This includes life insurance licenses, certifications, and continuing education.
• Manage our client gifting efforts. Year end holiday gifting, big life moments, and milestone birthdays.

Your team

The Executive Assistant (EA) serves as the operational backbone of the team, ensuring seamless execution of administrative, client-facing, and marketing initiatives. This role requires a proactive and detail-oriented professional who embodies our core values, relentless optimization, growth, thoughtfulness, exceptional client experience, and entrepreneurial mindset while supporting the team in delivering exceptional wealth management services.

Your expertise

• Excellent communication and organizational skills to drive efficiency and collaboration.
• Relentless Optimization – Constantly seeks ways to streamline processes and enhance productivity.
• Growth – Embraces learning opportunities and drives professional development for self and team.
• Thoughtful – Anticipates needs and acts with empathy and discretion.
• Exceptional Client Experience – Places client experience at the forefront of all actions.
• Entrepreneurial Mindset – Takes initiative, brings forward new ideas, and adapts quickly to change.