RFG Advisory · 2 days ago
Executive Assistant to the CEO
Vestavia Hills, AL
Full-time
Onsite
Mid, Senior Level
$75K/yr - $85K/yr
3+ years expRFG Advisory is building the RIA of the Future, empowering growth-minded Independent Advisors. They are seeking a high-performance Executive Assistant to support their CEO by managing complex calendars, travel logistics, and executive projects, while serving as a key point of contact for Advisors and guests.
AdviceConsultingFinancial Services
Responsibilities
Manage and own a complex, shifting executive calendar
Oversee a high-volume inbox with priority filtering and response management
Coordinate all travel logistics (flights, hotels, cars)
Prep for meetings, give timely cues, and launch Zoom sessions
Support strategic planning and schedule C-suite meetings
Ensure CEO arrives at all meetings on time
Support executive-level projects, research, and presentation prep
Handle occasional personal tasks to maximize CEO focus
Serve as a warm, polished point of contact for Advisors and guests
Qualification
Required
Highly organized, proactive, and committed to getting it right the first time
Calm under pressure and strong at managing competing priorities
Trusted with confidential information; professional and discreet
A strong communicator with exceptional judgment and follow-through
Someone who anticipates needs and brings structure to fast-moving environments
3–5 years supporting C-suite executives (high-growth experience a plus)
Advanced time management, prioritization, and systems thinking
Mastery of Microsoft Office + comfort with scheduling/video conferencing tools
High integrity, professionalism, and polished communication skills
Preferred
Bachelor's degree preferred
Benefits
Generous PTO + paid holidays + charitable volunteer day
Health, dental, vision + company stipend
401(k) with Safe Harbor contribution
Paid parental leave
Company-paid life & disability insurance
FSAs + HSA options
Cell phone reimbursement, Surface Pro, home office setup
Professional development support
Lots of RFG swag
Company
RFG Advisory
RFG Advisory is an RIA firm that furnishes an integrated platform to support and enable advisors to sustain themselves in the business.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Long Ridge Equity Partners
2023-08-01Private Equity
Leadership Team
Kenneth Kim
CFO / Head of Corporate Development
Edward Swenson
President
Recent News
2025-12-24
2025-12-18
Company data provided by crunchbase