Job Description
Executive Assistant Merit Financial Advisors - 3.5 Alpharetta, GA Job Details Full-time 1 day ago Benefits Health savings account Paid holidays Disability insurance Health insurance Flexible spending account Paid time off Vision insurance 401(k) matching Qualifications Team leadership Executive administrative support Research Managing projects Productivity software Project leadership
Full Job Description The Company:
Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals. Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience. Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a "Best Places to Work" by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia's Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team. The position:
The Executive Assistant position serves as the central point of contact and support for our Executive Leadership Team to achieve business objectives by organizing and effectively leveraging the time, priorities, and scheduling of our Chief Executive Officer and President using independent judgment and discretion. This includes, but is not limited to, communications, scheduling, and preparation. This position manages and maintains knowledge to influence, connect, and leverage relationships/networks, business tools, and information to strategically drive effectiveness and efficiency of time and attention of Merit's leadership. Responsibilities Executive Support & Administration Independently manage complex, high-volume calendars for the CEO and President, including scheduling across internal and external stakeholders, identifying what and how items are prioritized Coordinate meetings, prepare agendas and materials as requested, and track logistics to ensure meetings run smoothly; ensure meetings conducted as expected and support executive preparation in advance Coordinate and prepare executive meetings, including room setup, audiovisual arrangements, materials distribution, and day‑of logistics to ensure a seamless meeting experience. Independently manage all travel arrangements, itineraries, and expense reconciliation Coordination & Follow-Up Partner with the Chief Administrative Officer to ensure executive priorities are supported through effective scheduling and timely follow-up Assist in cross-departmental coordination in support of information gathering, updates, and material generation Drive and execute on administrative aspects of executive initiatives at the behest and direction of the Chief Administrative Officer, Chief Executive Officer, and President Relationship & Interface Management Serve as a professional, polished point of contact between executives and internal/external stakeholders, effectively influencing and guiding direction at the behest of the executive Welcome and coordinate guests, clients, and partners as needed Frequently maintains discretion and confidentiality at all times with sensitive and confidential matters Operational & Office Support Maintain organization of executive files, records, and systems; identifying opportunities for improvement, recommendation and implementation of enhancements Planning and logistics for select executive meetings or events (internal or external) Serve as backup support for phones or front desk coverage, when necessary Manage, organize, and maintain executive office spaces May provide leadership in best practices for administrative support staff as the organization grows Special Projects Provide support with, and may independently own, administrative aspects of special projects, as assigned Research, compile, and format information or materials Support executive communications or internal materials as requested (e.g., presentations, summaries, briefs), drafting communications independently for executive review and sending on behalf of the executive Please note the job responsibilities may vary, grow and change. Salary + Benefits:
Competitive, based on experience Medical Insurance Dental/Vision Insurance Life & Personal Accident Insurance Short-term Disability Insurance Long-term Disability Insurance Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA 401(k) Plan with company matching Paid Time Off (PTO) and paid holidays Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 - Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing. Georgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market Compensation:
Merit Financial Advisors offers competitive compensation based on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process. Requirements:
A minimum of 2-4 years of Executive Assistant experience, supporting executive level leaders (CEO, President, Chairman, etc.) at similar organizations (in size, industry, scope, organization life cycle) Minimum education of an associate's degree, bachelor's preferred (directly relevant experience may substitute for education) Excellent written and verbal communication skills Ability to see "big picture" corporate strategy and organizational structure, and able to make logical connections High attention to detail, accuracy, and polished presentation across a variety of media requiring minimal rework and editing Ability to demonstrate effective organizational and time management skills Strong, documented leadership and project management skills Excellent problem solving and anticipatory, forward-thinking skills Must be proactive and possess demonstrated ability to function successfully to a fast-paced environment Proficiency in Microsoft Office Suite
