Executive Assistant
Interested in the Position?
Duties & Responsibilities
The Executive Assistant’s primary responsibility is to provide support to the Founder and leadership team of the firm.
- Partner with the Founder: Setting her professional and personal schedule, managing day-today administrative functions, and communicating by email and phone on her behalf to multiple constituents.
- Support Abacus’s leadership team: Administrative tasks related to minutes, organizing offsite meetings, and other administrative duties.
- Develop information and insights: Assist in preparing the leadership team for meetings and events.
- Assist the Founder: Organizing and executing entertainment, travel responsibilities, and local and national board commitments.
- Organize and execute: Abacus events.
- Provide support to the Founder: Organize philanthropic and charitable endeavors.
- Provide leadership and delegation: Collaborate with interns regarding the founder’s personal and general requests.
Qualifications
Education
- Bachelor’s degree preferably in business, accounting, finance, economics or related experience
- 1+ year of experience in client service and/or operations in the financial services industry (preferably with an independent registered investment advisory firm)
Skills
- Proficiency in Microsoft Office (required)
- Experience with CRM, document management, and portfolio accounting software (preferred)
Demeanor
- Friendly, upbeat & inviting
- High emotional quotient (EQ)
- Detail oriented
Benefits
We invest in self-care and the well-being of our team.
We’re committed to fully developing our team’s skills, expertise, and wisdom.
We openly express thankfulness to our team in a myriad of ways.
Paid Time Off (PTO)
- 15 days PTO
- 11 paid holidays
- Paid parental & grandparent leave
- Paid sabbatical every 5 years
Health Insurance
- Employee health care
- Flexible Spending Account (FSA), Health Savings Account (HSA), or Health Reimbursement (HRA) credits
- Dependent Care FSA
- Long-term disability
Paid Continuing Education
- Certification & tuition assistance
Development Strategy
- Self-determined milestones
- Ambassador, supervisor, & shareholder mentorship
Retirement
- 401(k) with employer plan
- Safe harbor and profit-sharing contributions
About Abacus
Abacus Planning Group is a fee-only comprehensive financial planning and investment counsel firm. We serve approximately 350 families with a team of multi-disciplinary experts who work collaboratively to serve our clients and our vision. Abacus is passionate about helping each client make smart financial decisions and is dedicated to providing peace of mind for our clients through skillful listening. Abacus is committed to its own financial integrity and creating a consistent profit margin for each client.