Executive Assistant - Business Operations & Finance Merritt Point Wealth Advisors Position Overview Merritt Point Wealth Advisors is seeking a highly capable, organized, and financially minded professional to join the firm as an Executive Assistant - Business Operations & Finance. This is a hands-on role combining executive support, financial administration, operational oversight, and strategic problem-solving. The ideal candidate is proactive, highly organized, and comfortable wearing multiple hats. This individual will work closely with senior leadership, take ownership of important day-to-day responsibilities, and help bring structure, accountability, and follow-through to a fast-moving and growing organization. Key Responsibilities Executive Support & Coordination Serve as a trusted partner to senior leadership, helping manage priorities, schedules, communications, and key initiatives. Prepare meeting materials, reports, presentations, correspondence, and other executive communications. Track important deadlines, commitments, projects, and follow-ups to ensure timely execution. Coordinate meetings and communications with internal and external stakeholders. Finance & Administration Oversee day-to-day financial administration, including cash flow tracking, accounts payable and receivable, bill payment, and expense management. Maintain organized and accurate financial records and assist with recurring financial reporting. Coordinate with accountants, banks, attorneys, and other professional advisors. Assist senior leadership with budgets, financial analysis, and other finance-related projects as needed. Business Operations Manage and continuously improve administrative and operational systems and processes. Coordinate with vendors and other external partners and help manage ongoing business relationships. Identify inefficiencies and proactively develop solutions to improve how the organization operates. Handle sensitive business, financial, and personnel information with a high degree of discretion and professionalism. Special Projects & Strategic Support Support senior leadership on special projects and strategic initiatives across the organization. Conduct research, organize information, and help drive projects from initial concept through execution. Anticipate needs and proactively address issues before they become problems. Take ownership of new responsibilities as the needs of the business evolve. Qualifications 5+ years of experience in executive support, business operations, finance/administration, or a similar high-responsibility role. Strong financial literacy and comfort working with budgets, financial statements, cash flow, expense management, and bill payment. Exceptional organizational skills and attention to detail. Strong written and verbal communication skills. High level of discretion, judgment, and professionalism. Ability to prioritize competing demands and operate effectively with minimal supervision. Strong proficiency with spreadsheets and standard business productivity software. Demonstrated ability to take ownership, follow through, and solve problems independently. Preferred Characteristics Proactive and resourceful, with a strong bias toward action. Highly accountable and comfortable taking ownership of important responsibilities. Able to move seamlessly between detailed administrative work and higher-level projects. Financially minded and comfortable working with numbers. Calm and organized in a fast-paced environment. Strong interpersonal skills and the ability to work effectively with executives, employees, professional advisors, and outside partners. What This Role Offers This role provides the opportunity to work closely with senior leadership and have meaningful exposure to the financial, operational, and strategic aspects of a growing business. The position is designed for someone who wants to become a highly trusted member of the organization and take on increasing responsibility over time. About Merritt Point Wealth Advisors Merritt Point Wealth Advisors is a rapidly growing, multi-location wealth management firm serving high-net-worth individuals, families, and institutions. The firm combines the resources and capabilities of a larger financial organization with the entrepreneurial culture and flexibility of an independent business. Merritt Point is focused on building a differentiated wealth management platform through organic growth, advisor recruiting, strategic partnerships, and acquisitions, while providing its advisors and clients with sophisticated investment, operational, and business resources.

Pay:

$80,000.00 - $100,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Health insurance Health savings account Life insurance Paid time off Parental leave Retirement plan Vision insurance

Work Location:

In person