Ashton Thomas Private Wealth · 11 hours ago
Executive Assistant (C-Suite Support)
Scottsdale, AZ
Full-time
Onsite
Mid Level
3+ years expAshton Thomas Private Wealth is a growing Registered Investment Advisor seeking an Executive Assistant to provide high-level administrative support to C-suite executives. The role requires exceptional organizational skills and the ability to manage complex schedules, travel arrangements, and communication across the organization.
Financial Services
Responsibilities
Manage complex, multi-layered calendars for three C-suite executives, ensuring alignment of priorities, preparation time, and travel considerations
Schedule internal and external meetings across multiple time zones, including coordination with senior leadership, external partners, and vendors
Monitor and proactively resolve scheduling conflicts, shifting priorities, and last-minute changes
Coordinate closely with other Executive Assistants across the organization to ensure seamless communication and coverage
Arrange all aspects of executive travel, including flights, lodging, ground transportation, and meeting logistics
Prepare detailed travel itineraries in advance, including meeting agendas, locations, and relevant materials
Collect, organize, and submit receipts and expense documentation to the Finance team in accordance with firm policies
Partner with executives during working sessions to help compile, format, and refine presentation materials (e.g., PowerPoint decks, briefing documents, executive summaries)
Assist with meeting preparation, including agenda creation, document coordination, and follow-up action tracking
Exercise professionalism and discretion in handling sensitive and confidential information
Support cross-functional initiatives by ensuring executives are prepared, informed, and aligned
Qualification
Required
3+ years of experience supporting senior executives, preferably in financial services, professional services, or a regulated environment
Experience supporting multiple executives simultaneously with competing priorities
Strong proficiency in Microsoft Office (Outlook, PowerPoint, Word, Excel) and familiarity with virtual meeting platforms
Demonstrated ability to create polished executive-level presentations and materials
Exceptional organizational, time-management, and problem-solving skills
High level of discretion, professionalism, and judgment
Proactive and anticipatory mindset — able to think several steps ahead
Strong communication and relationship-building skills
Detail-oriented with the ability to manage complex logistics without losing sight of priorities
Calm, adaptable, and solutions-oriented under pressure
Comfortable working collaboratively while maintaining autonomy
Company
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth is a diversified financial advisory firm committed to a culture of excellence, integrity, and respect in every aspect of its business.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Aaron Brodt CIMA®
Chief Executive Officer/Founder
David Hatfield
Chief Technology Officer
Recent News
Investment News
2025-05-28
Arax Investment Partners
2025-05-27
Company data provided by crunchbase