Executive Administrative Assistant

Company Description EQ Wealth Advisors is a registered investment advisory firm focused on removing the emotional, mental, and logistical burdens of wealth management so clients can focus on living fulfilling lives. The firm emphasizes emotional intelligence, helping clients recognize and manage the biases that can influence financial decisions. EQ Wealth Advisors provides holistic financial counseling, aligning every aspect of a client’s wealth with their values and long-term goals. The team works to simplify complex financial matters, handle key details, and offer ongoing guidance and support for clients at different life stages. Investment advisory services are provided through EQ Wealth Advisors, LLC.

Role Description The Executive Administrative Assistant is a full-time, hybrid role based in Dallas, TX, with two to three days of work from home. This role supports the CEO by managing email, calendars, scheduling meetings, and preparing correspondence and documents. Daily responsibilities include handling phone calls and emails, greeting and assisting clients, maintaining electronic and physical files, and ensuring that office operations run smoothly. The Executive Administrative Assistant will coordinate internal and external meetings, assist with special projects, and help prepare materials for client presentations. In addition to acting as executive assistant, this role will undergo training in all client service tasks to assist the client service associates during peak times. This position requires a high level of professionalism, discretion, and attention to detail in supporting executives and contributing to an efficient, client-focused environment. Salary $70,000-90,000 depending on experience.

Qualifications

• Strong administrative and clerical skills, including Administrative Assistance and Clerical Skills, to manage schedules, documentation, and office workflows.
• Executive Administrative Assistance experience, with the ability to support senior leaders and manage multiple priorities with discretion.
• Excellent Communication and Phone Etiquette, with a professional, client-centered approach in person, over the phone, and in writing.
• Proficiency with office software (e.g., Microsoft Office Suite, calendar and email tools) and comfort learning new systems.
• High level of organization, accuracy, and time management, with the ability to work independently and in a team setting.
• Prior experience in financial services, wealth management, or a professional services environment preferred.
• Associate’s or bachelor’s degree in business, administration, or a related field preferred, or equivalent experience.