{"@context":"https://schema.org","@type":"JobPosting","title":"Executive Assistant to the CEO","description":"

Executive Assistant to the CEO
\nFull-Time | Onsite (some hybrid flexibility) – Scottsdale, AZ | Direct Hire | $65K–$85K

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About the Opportunity

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Our client is a boutique private wealth management firm serving high-net-worth clients. Small, tight-knit, and integrity-driven, they operate independently but collaboratively — everyone knows their lane and executes to a high standard. It's a professional, relationship-focused environment where discretion and follow-through are everything. This is a steady, high-trust support role at the center of the business.

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The Role

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Our client is looking for a sharp, proactive Executive Assistant to support the CEO (with occasional support for other advisors as needed). The CEO is a fast-moving \"yes\" personality who needs someone to keep him accountable, manage his time, and make sure nothing slips. You'll own his calendar end to end, filter what reaches his desk, prepare a daily briefing, keep the CRM current, and coordinate logistics for events and client touchpoints. There's also a meaningful data and document component — organizing tax paperwork and investment documents throughout the year — so comfort with detailed, repetitive work done right is key. This role rewards someone organized who follows through without being chased.

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What You'll Do

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Own the CEO's calendar end to end — scheduling, reminders, and keeping him on track
Screen and filter incoming emails and calls, escalating only what truly needs his attention
Prepare a daily morning briefing — schedule, priorities, and what he needs to be ready for
Track the CEO's pipeline and relationships in Salesforce; log follow-ups and keep contacts current
Coordinate logistics for speaking engagements, events, and client touchpoints (3+ per month)
Gather and organize tax documents throughout the year (K-1s, alternative investment docs, custodial transfers)
Upload and manage documents through the firm's document platform
Coordinate professionally across internal team, vendors, and stakeholders
Handle sensitive financial and personal client information with full discretion

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What You Bring (Must-Haves)

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3–5+ years of EA or senior administrative experience
Financial services or wealth management background — you understand the industry and terminology
Salesforce experience strongly preferred
Strong, detail-oriented data entry skills — you don't mind repetitive work and get it right
Comfort handling tax documents, K-1s, and alternative investment paperwork
Organized, proactive, and reliable follow-through
Degree preferred; equivalent experience considered

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Nice to have: life insurance background or licensing; experience coordinating executive-level events or speaking engagements; familiarity with Schwab and Fidelity custodial platforms.

","datePosted":"2026-07-17","hiringOrganization":{"@type":"Organization","name":"Silverhawk Private Wealth","logo":"https://cdn.brandfetch.io/domain/silverhawkfinancial.com?c=1id_4BSbc4eMXdiTgjt"},"validThrough":"2026-08-16","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","streetAddress":"21090 N Pima Rd, Scottsdale, AZ 85255","addressRegion":"Arizona","postalCode":"85255","addressCountry":"None"}},"employmentType":"FULL_TIME","baseSalary":{"@type":"MonetaryAmount","currency":"USD","value":{"@type":"QuantitativeValue","unitText":"YEAR","minValue":"65000","maxValue":"85000"}},"identifier":{"@type":"PropertyValue","name":"Talent Edge","value":"17806096254900121345ciT"},"directApply":true,"industry":"None"}