Brio Financial Group ยท 1 day ago
Executive Assistant
San Francisco Bay Area
Full-time
Onsite
Mid Level
3+ years expBrio Financial Group is a financial services company seeking an Executive Assistant to support its leadership team, primarily the Founder and CEO. The role involves managing complex schedules, coordinating meetings, and leading HR functions, ensuring smooth operations within the firm.
AdviceConsultingFinancial ServicesRetirement
Responsibilities
Provide high-level administrative support to the Founder/CEO, including managing professional and personal calendars, coordinating travel, preparing correspondence, and handling confidential matters with discretion
Support the CPO and VP of Advisor Services with scheduling, project management, and meeting logistics
Act as liaison between the leadership team and internal staff, clients, and external partners, ensuring timely communication and follow-through
Manage, coordinate, and track key leadership initiatives and priorities
Assist in planning and executing team events and meals, offsites, dinners, and client functions
Coordinate with vendors, venues, and other service providers for both business and personal projects
Handle incoming requests for meetings, calls, and events; prioritize and schedule based on strategic importance
Maintain and update CRM and shared calendars to ensure alignment across the firm
Support client-facing engagements, including preparation of materials and occasional attendance at events
Prepare expense reports and assist with purchasing, reimbursements, and budget tracking
Support the Founder & CEO with personal matters as needed, including scheduling, travel coordination, and household management logistics
Anticipate needs and proactively identify opportunities to create efficiency and reduce friction for the leadership team
Managing internal meeting agendas coordinating with the VP of Advisory Services for meetings they lead and making sure all meetings have agenda and notes for compliance reasons
Be key in driving deadline completion on time with the team and support leadership in setting and establishing deadlines
This role will be the HR representative for the staff managing HR issues coordinating resolution with our outside HR partner, Rippling
Managing payroll, compensation analysis and coordination for the executive team, tracking labor spend, administering the incentive plan and benefits, and keeping the employee handbook up-to-date
Ensuring payroll is processed and time and accurate throughout accounting team
Assist with special projects as assigned
Qualification
Preferred
Bachelor's degree preferred or equivalent professional experience
3+ years of executive-level administrative experience, preferably in financial services or a professional services environment
Experience supporting C-suite executives and managing confidential information
Exceptional organizational, communication, and problem-solving skills
Proficiency in MS Office Suite (Excel, Word, Outlook), CRM systems, Box, Zoom, and scheduling platforms
Strong attention to detail, ability to multitask, and sound judgment in prioritizing demands
Demonstrated ability to manage multiple competing priorities in a fast-paced, entrepreneurial environment
Continuously exhibits personal integrity and professional initiative
Reliable, resourceful, and proactive in anticipating the needs of the leadership team
Maintains professionalism and discretion in all interactions
Collaborative team player who fosters positive relationships across the firm
Demonstrates a commitment to accuracy, timeliness, and excellence
Upholds Brio Financial Group's purpose, vision, and values in all aspects of the role
Capable of growing into the Chief of Staff role understanding the financial leavers that make a RIA firm successful
Company
Brio Financial Group
Brio Financial Group is a financial consultancy that provides investment advice, retirement planning, and tax management services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Brandon J Miller
Founder & Sr. Financial Advisor
Company data provided by crunchbase