Executive Assistant

Position Summary

IQONIC Wealth Management is seeking a highly organized, proactive, and service-minded Executive Assistant to

support our team of financial advisors and help create an exceptional experience for the clients we serve.

The Executive Assistant plays a critical role in helping our advisors operate at their highest level. This individual

will manage calendars and meeting coordination, anticipate administrative needs, maintain organization around

advisor priorities, and ensure important details and follow-up items don’t fall through the cracks.

Because of the client-facing nature of our business, this role also serves as an important extension of the

advisors in interactions with clients. The Executive Assistant will help coordinate client meetings, respond to

service needs, maintain accurate client information, and contribute to the professional, high-touch experience

IQONIC is known for.

The ideal candidate is someone who takes ownership, anticipates needs before being asked, communicates

exceptionally well, and finds satisfaction in creating organization and making the people around them more

effective.

About IQONIC Wealth Management

IQONIC Wealth Management is an independent wealth management and financial planning firm serving clients

across 43 states and managing approximately $600 million in assets under management.

Our mission is to help clients make smarter financial decisions and experience greater confidence about their

financial future. As we continue our growth toward $1 billion in assets under management, we are committed to

delivering an exceptional client experience while building a team of professionals who care deeply about the

people we serve.

Primary Responsibilities

Advisor & Executive Support

• Provide proactive day-to-day administrative support to assigned advisors.
• Manage advisor calendars, appointments, meetings, and scheduling priorities.
• Anticipate scheduling conflicts, administrative needs, and upcoming priorities.
• Coordinate internal and external meetings, including calendar invitations and necessary logistics.
• Help advisors stay organized and prepared for upcoming meetings and commitments.
• Track administrative follow-up items and ensure commitments are completed in a timely manner.
• Assist with correspondence, documentation, presentations, and other administrative needs.
• Serve as a reliable point of coordination between advisors, clients, and other members of the IQONIC

team.

• Identify opportunities to improve organization, efficiency, and advisor productivity.

Meeting Coordination

• Proactively schedule annual, semiannual, quarterly, and other client review meetings.
• Manage meeting confirmations, calendar invitations, rescheduling, and related communication.
• Coordinate with advisors and other team members to ensure meetings are appropriately prepared.
• Help ensure meeting spaces, materials, and necessary information are ready prior to client meetings.
• Coordinate post-meeting administrative follow-up as needed.

Client Service & Communication

• Serve as a professional and responsive point of contact for clients on behalf of assigned advisors.
• Answer incoming calls and assist with or appropriately route client questions and requests.
• Monitor incoming communications and ensure requests receive timely follow-up.
• Assist with routine client service needs and coordinate more complex requests with the appropriate

team member.

• Maintain accurate client information across firm systems.
• Maintain comprehensive client files, including scanning, saving, organizing, and storing documentation.
• Handle client information with a high degree of professionalism, discretion, and confidentiality.

Office & Administrative Support

• Help maintain a professional and welcoming office environment for clients, prospects, and guests.
• Manage incoming and outgoing mail, including receiving and appropriately logging checks and other

important documents.

• Provide administrative support across the firm as needs arise.
• Assist with special projects and firm initiatives.
• Help develop and improve administrative processes that make the advisor team more efficient.

Client & Team Events

• Assist with the planning and execution of client appreciation events, educational events, and team

gatherings.

• Coordinate invitations, RSVPs, materials, and other event logistics as needed.
• Attend and support occasional client events outside of normal business hours.

Qualifications

Required

• At least two years of experience in a professional office, client service, administrative, hospitality, or

related environment.

• Strong proficiency with Microsoft Office products.
• Excellent written and verbal communication skills.
• Exceptional organization and attention to detail.
• Ability to manage multiple priorities and deadlines simultaneously.
• Strong interpersonal and customer service skills.
• Ability to learn new technology, systems, and processes.
• Ability to work independently while collaborating effectively with a team.

Preferred

• Experience in wealth management, financial services, banking, professional services, or another client focused industry.
• Experience with CRM or client management systems.
• Experience coordinating calendars, meetings, or client events.
• Experience as an Executive Assistant, Administrative Assistant or similar.

Characteristics of Success

The ideal candidate is:

• Exceptionally organized and detail-oriented.
• Warm, professional, and naturally service-minded.
• Proactive and comfortable taking ownership.
• Dependable and consistent in following through.
• Able to anticipate needs rather than simply react to them.
• Comfortable communicating with clients and professionals at all levels.
• Calm and solutions-oriented when priorities change.
• Discreet and trustworthy with confidential information.
• Energized by creating exceptional experiences for others.

Why Join IQONIC?

• Work directly with the IQONIC leadership team.
• Help shape the future of one of Arkansas’s fastest-growing wealth management firms.
• Lead the firm’s people strategy and employee experience.
• Build scalable systems that support long-term growth.
• Competitive compensation, bonus opportunity, and profit-sharing.
• Health insurance, 401(k) match, and flexible PTO.
• Opportunity to make a lasting impact on both the organization and its people

Pay: $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Retirement plan

Work Location: In person