" Executive Assistant to Chief Executive OfficerBogart Wealth is a leading provider of wealth management solutions, dedicated to helping our clients achieve their financial goals. With a focus on personalized service and innovative strategies, we pride ourselves on our commitment to excellence and integrity.
Position Overview: We are seeking a highly organized and proactive Executive Assistant to support our CEO. The ideal candidate will possess exceptional communication skills, a strong attention to detail, and the ability to manage multiple tasks in a fast‑paced environment. This role is critical in ensuring the efficient operation of the executive office and will serve as a trusted partner to the CEO. Key ResponsibilitiesAdministrative Support: Provide comprehensive administrative support to the CEO, including managing calendars, scheduling meetings, and coordinating travel arrangements. Communication: Act as the primary point of contact for internal and external stakeholders, handling correspondence and facilitating communication on behalf of the CEO. Meeting Coordination: Prepare agendas, take minutes, and follow up on action items from meetings, ensuring timely completion. Project Management: Assist with special projects, research, and data analysis as directed by the CEO, ensuring deadlines are met and objectives are achieved. Confidentiality: Maintain a high level of discretion and confidentiality regarding sensitive information and business matters. Office Management: Oversee the organization of the executive office, including maintaining files, organizing documents, and ensuring a productive work environment. Event Planning: Coordinate logistics for meetings, conferences, and special events, ensuring a professional and seamless experience. QualificationsEducation: Bachelor’s degree in Business Administration, Finance, or a related field preferred.
Experience: Minimum of 5 years of experience supporting C‑suite executives, preferably within the financial services or wealth management industry.
Skills: Exceptional organizational and time‑management skills; strong written and verbal communication; proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software; ability to handle multiple priorities with a calm and positive demeanor. Attributes: Proactive, resourceful, and adaptable; high level of professionalism and a strong work ethic; ability to work independently and as part of a team.
Compensation: Competitive salary with additional benefits. BenefitsMedical insurance Vision insurance 401(k) retirement plan with company match Seniority LevelAssociate Employment TypeFull‑time Job FunctionAdministrative
Location: Washington, DC
Compensation: $90,000.00 – $105,000.00 per year "

Also on the board Same function, level within a rung

Level

Senior

Salary

$90,000 per year

Location

McLean, VA

Occupation

Executive Secretaries and Executive Administrative Assistants

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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