Executive Assistant Position Available In Guilford, North Carolina

Executive Assistant Spartan Planning Group Greensboro, NC Job Details Full-time $45,000 – $55,000 a year 1 day ago Benefits Health savings account Health insurance Dental insurance Flexible spending account Paid time off Vision insurance 401(k) matching Life insurance Qualifications CRM software Google Suite Customer communication Wealth management Teamwork Google Sheets Google Docs Client onboarding Customer service 5 years Executive administrative support Mid-level Administrative experience High school diploma or GED Client follow-up Calendar management Organizational skills Proactiveness Internal communication Communication skills ChatGPT Administrative tasks Customer data entry

Full Job Description Spartan Planning Group Job Title:

Executive Assistant About Spartan Planning Group At Spartan Planning Group, we help create clarity and confidence in the financial lives of the clients we serve. As a fee-only, fiduciary firm based in Greensboro, NC, we deliver unbiased, risk-managed investment strategies and comprehensive financial planning tailored to a diverse range of individuals and families. We foster a collaborative culture built on humility, integrity, and a passion for doing what’s right. Why Work with Us? At Spartan, your work matters. We support professional growth and offer the opportunity to make a real impact—both for our clients and within our team. The Role We are seeking a highly organized, proactive, and client-focused Executive Assistant to join our growing team and make a meaningful impact. This role is pivotal in ensuring that both our clients and advisors experience smooth, thoughtful, and timely interactions, setting the stage for long-term success. The Executive Assistant will manage calendars, oversee client communications, drive accountability within the team, and support advisor preparation for client meetings—creating opportunities to elevate our service and build stronger relationships. This is your chance to grow with us and contribute to a dynamic, client-centered environment.

Responsibilities Calendar & Client Scheduling:

Own the management of the advisor and firm calendar Ensure unscheduled clients are proactively contacted and placed on the calendar for ongoing meetings Serve as a gatekeeper and planner of meeting logistics

Client Communication Oversight & Internal Accountability:

Be the first line of communication for many client requests, ensuring clients feel heard and cared for Coordinate closely with the client service team to ensure service requests (tickets) are properly handled Ensure proactive, clear, and timely communication happens with clients at every touchpoint Guide new clients through initial data-gathering steps with clarity and warmth Track onboarding progress by overseeing accountability, ensuring all team members are delivering on their responsibilities Hold internal stakeholders accountable to deadlines and commitments

Meeting Preparation & Advisor Support:

Compile clear, concise, and organized client overview documents for upcoming meetings Gather and package existing client data from various systems into one user-friendly summary for advisors Help advisors show up to meetings fully prepared and client-focused Monitor progress and follow up with team members to prevent details from slipping through the cracks Continuously look for ways to improve processes and enhance the client experience Qualifications Exceptional organizational skills and attention to detail Strong written and verbal communication skills Confident, friendly, and professional client presence A proactive problem-solver with a “see it, own it, solve it” mindset Comfortable holding others accountable with grace and professionalism Tech-savvy with comfort learning CRM and financial planning tools (experience with wealth management tech is a plus) Ability to handle sensitive information with discretion At least 5 yrs experience in a similar role What Success Looks Like The calendar runs smoothly and clients never feel forgotten. New clients feel welcomed, guided, and cared for from day one. Advisors walk into meetings fully prepared, able to focus 100% on the client. No client commitment falls through the cracks — ever. Communication is proactive, clear, and thoughtful. The client experience is elevated because of your work behind the scenes.

What We Offer :

A collaborative and supportive work environment where your contributions are valued and recognized. Opportunities for professional growth and development within a forward-thinking firm. A role that allows you to directly impact the financial well-being and success of our clients. A generous salary, bonus opportunity, and comprehensive benefits package including: 75% paid health insurance; 401k match; HSA; FSA; PTO policy including vacation, sick time, personal hours, and an amazing 2-week and 1-month sabbatical policy at 5 and 10 year anniversaries respectively. How to

Apply :

Include your resume and/or cover letter detailing your qualifications and interest in the role. We look forward to welcoming a new member to our Spartan Planning Group team who shares our dedication to excellence in financial planning.

Job Type:

Full-time Pay:

$45,000.00 – $55,000.00 per year

Benefits:

401(k) matching Dental insurance Flexible spending account Health insurance Health savings account Life insurance Paid time off Vision insurance

Schedule:

8 hour shift Monday to Friday Application Question(s): Have you previously assisted with client support and administrative tasks for a financial planner or a similar role?

Experience:

Executive administrative support: 5 years (Required) Ability to

Commute:

Greensboro, NC 27410 (Required)

Work Location:

In person