STRATOS · 17 hours ago
Executive Assistant
Holladay, Utah, United States
Full-time
Onsite
Senior Level, Lead/Staff
$55K/yr - $85K/yr
8+ years expSTRATOS is a top financial services office seeking a high-level C-Suite Executive Assistant to support their CEO. The role requires mastery of Microsoft Suite and Adobe, exceptional time management skills, and a deep understanding of financial services, acting as a strategic partner to optimize the CEO's time for profitability and personal balance.
ConsultingFinancial Services
Responsibilities
Conduct a 15-minute morning download meeting to prepare the CEO for the day
Lead a 10-minute end-of-day capstone to review progress and set next steps
Facilitate a 1-hour Friday recap to forecast priorities and align resources
Draft pre-meeting agendas, capture detailed notes, and prepare post-meeting summaries
Track follow-ups and ensure accountability across executive team members
Attend high-level client meetings to document discussions and support client satisfaction
Review and format JUMP notes to executive standards for dissemination
Draft and circulate agendas in advance, ensuring alignment with CEO priorities
Collect and organize briefing materials, financial reports, and departmental updates
Capture comprehensive notes, highlighting key decisions, action items, and deadlines
Prepare polished summaries for CEO and executive team distribution
Maintain a rolling log of follow-ups to ensure accountability across meetings
Provide reminders and status updates to executives ahead of subsequent meetings
Communicate executive directives to departments and monitor progress
Report completion, in-progress status, and resource needs back to the executive team
Hold executive team members accountable for timely task completion
Prioritize ad hoc requests from the CEO and executive team
Manage non-client meeting requests to protect executive time blocks
Ensure optimal scheduling for peak efficiency and strategic focus
Assist with budget analysis preparation and formatting
Format executive reports for board and leadership meetings
Summarize large datasets into concise executive-ready reports for decision-making
Review and categorize incoming emails:
Summarize large volumes of email data into concise daily reports for the CEO
Track response deadlines and escalate urgent matters
Maintain a record of delegated communications to confirm completion and accountability
Keep the CEO on task, maximizing efficiency and productivity
Ensure executive goals are met: reclaiming time for profitable pursuits and family priorities
Qualification
Required
Advanced proficiency in Microsoft Suite (Excel, Outlook, Word, PowerPoint, Copilot) and Adobe
Strong understanding of financial services operations and terminology
Proven ability to prioritize tasks, manage executive and team time, and coordinate complex workflows
Exceptional written and verbal communication, with the ability to represent the CEO's voice
High emotional intelligence, discretion, and ability to operate at the highest levels of client and executive interaction
Minimum 8–10 years supporting C-Suite executives, preferably within financial services or professional services firms
Company
STRATOS
Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Emigrant Partners
2020-04-02Corporate Round
Leadership Team
Jeff Concepcion
Founder and CEO
Recent News
2025-10-09
2025-09-29
2025-06-30
Company data provided by crunchbase