Aldrich · 1 week ago
Executive Assistant/Senior Executive Assistant
Lake Oswego, OR
Full-time
Onsite
Mid, Senior Level
$70K/yr - $110K/yrAldrich is a dynamic, fast-growing independent registered investment advisor that seeks a highly organized Executive Assistant or Senior Executive Assistant. This role involves providing comprehensive support to multiple senior executives, anticipating their needs, and managing various priorities to enhance executive effectiveness and team collaboration.
AccountingAdviceEmployee BenefitsFinanceFinancial ServicesRetirement
No H1B
Responsibilities
Maintain, plan, and coordinate calendars for key C-Suite executives by scheduling external and internal meetings and details for assigned company executives
Proactively anticipate executive needs by planning ahead for meetings, travel, and daily schedules. This includes arranging meals for meetings scheduled over lunch, scheduling preparation and debrief time around key meetings, building in regular breaks during long days, and allocating time to catch up on emails after intensive meetings or travel
Lead or support the planning, coordination, and execution of firm events, client gatherings, and educational webinars, in collaboration with relevant team members
Coordinate travel arrangements
Draft, review, and send communications on behalf of company executives
Answer and respond to phone calls and communicate messages and information to the executive
Prioritize emails and respond when necessary
Determine priority of matters of attention; redirect matters to others to handle, or handle matters personally, as appropriate
Keep executives advised of time-sensitive and priority issues, ensuring appropriate follow-up
Prepare, reconcile, and submit expense reports
Manage multiple projects across disciplines, both strategic long-term projects and more urgent matters
Provide administrative support to top tier family office clients
Qualification
Required
Proven experience supporting multiple senior executives in a fast-paced, dynamic environment
Flexible and adaptable to executive preferences, willing to adjust organizational methods and communication style as needed
Comfortable with ambiguity and able to learn independently and build relationships across the organization
Confident communicator, comfortable speaking and acting on behalf of the executive in meetings and written communications
A proactive mindset with the ability to anticipate needs, solve problems, and improve processes once you understand the big picture
Exceptional organizational skills and attention to detail, with the ability to manage competing priorities and meet tight deadlines
Strong written and verbal communication skills, including editing and proofreading with precision
High emotional intelligence and professionalism when handling sensitive information and confidential matters
Tech-savvy and proficient in Microsoft Office Suite, with a willingness to learn new tools and systems
A curious and resourceful approach to work, always looking for ways to improve efficiency and support executive success
Benefits
Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
Time Off: 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave
You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.
Company
Aldrich
Aldrich offers accounting, auditing, assurance, business advisory, retirement planning, employee benefits, tax & wealth management services.
Founded in 1973
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Steve Tatone
CEO
Jace Paine
CFO - Outsourced Accounting Services
Recent News
Portland Business Journal
2025-02-26
Company data provided by crunchbase