District Partners has been engaged by a national RIA firm seeking a highly organized, dynamic, and proactive Executive Assistant to support three C-suite executives at a leading, rapidly growing wealth management firm headquartered in the Cleveland area. Reporting directly to the Senior Executive Assistant, this individual will play an integral role in supporting the day-to-day administrative needs of the executive leadership team, ensuring seamless coordination, effective communication, and efficient management of competing priorities.
The ideal candidate is a polished, resourceful, and energetic professional who thrives in a fast-paced, high-performance environment. We are looking for someone who brings more than strong administrative skills. Personality, adaptability, initiative, and the ability to anticipate needs are critical to success in this role. This is an excellent opportunity for an ambitious administrative professional looking to gain exposure to senior executive leadership within a sophisticated, growing organization.
What You'll be Owning:
Executive & Administrative Support
- Provide comprehensive administrative support to three C-suite executives, working closely with the Senior Executive Assistant to prioritize and coordinate executive needs.
- Manage complex calendars, coordinate internal and external meetings, and proactively resolve scheduling conflicts.
- Coordinate travel arrangements, including flights, accommodations, ground transportation, and detailed itineraries.
- Prepare, organize, and manage meeting materials, presentations, correspondence, and other executive communications.
- Process expense reports, track reimbursements, and assist with other administrative and operational activities.
- Maintain a high level of confidentiality and discretion when handling sensitive business and executive information.
Coordination & Communication
- Serve as a professional and responsive point of contact for internal stakeholders, external partners, and executive leadership.
- Coordinate meetings, events, and logistical arrangements across multiple departments and executive schedules.
- Partner with the Senior Executive Assistant to ensure executive priorities are communicated and executed efficiently.
- Anticipate scheduling challenges, competing priorities, and administrative needs before they arise.
- Facilitate effective communication and follow-through across the leadership team.
Operational Excellence
- Identify opportunities to improve administrative processes and executive workflows.
- Maintain organization and accuracy across multiple simultaneous priorities and deadlines.
- Take ownership of assigned responsibilities, following through independently and proactively.
- Provide additional administrative support and assist with special projects as business needs evolve.
What You'll Bring to the Table:
- Minimum of 2 years of experience providing administrative or executive support to senior leadership, ideally at the VP, SVP, or C-suite level.
- Strong organizational skills with the ability to manage multiple calendars, deadlines, and competing priorities.
- Excellent written and verbal communication skills, with a professional and polished presence.
- Proficiency in Microsoft Office, particularly Outlook, Word, Excel, and PowerPoint.
- Demonstrated ability to exercise sound judgment, maintain discretion, and handle confidential information.
- A proactive, solutions-oriented mindset with the ability to work independently and collaboratively.
- Ability to work in-office four days per week in Independence, Ohio.
Preferred
- Experience supporting multiple executives simultaneously.
- Background in financial services, professional services, or another fast-paced corporate environment.
- Experience coordinating complex travel arrangements, executive meetings, and events.
- Familiarity with executive-level communication and stakeholder management.
Why this Role:
- This opportunity offers the chance to work alongside accomplished executive leadership at an established, rapidly expanding organization within the wealth management industry.
- The role provides meaningful exposure to executive operations, the opportunity to develop strong working relationships across the business, and the ability to make a tangible impact on the effectiveness of a senior leadership team.
- For someone who is naturally organized, enjoys being the person others can depend on, and thrives in an energetic, collaborative environment, this is an opportunity to establish a long-term career with significant room for professional development.