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NOVA Capital - Northwestern Mutual

Executive Assistant & Operations Coordinator

Job Description

About NOVA Capital NOVA Capital is a Cincinnati-based wealth management firm specializing in comprehensive financial planning for business owners, retirees, and executives. We help our clients navigate complex financial decisions, develop thoughtful strategies, and build long-term financial security. We're seeking an exceptionally organized, proactive, and detail-oriented professional to support our leadership team and help maintain the high level of service and operational excellence our clients expect. About the Role This position combines executive administrative support, day-to-day business operations, and process improvement. We're looking for someone who thrives in a fast-paced environment, can independently manage competing priorities, and takes pride in keeping a business running smoothly. The ideal candidate enjoys both the details of daily administration and the opportunity to create better systems, improve processes, and take on increasing responsibility as the firm grows. Key Responsibilities
    Executive & Administrative Support:
    Manage complex calendars, scheduling, communications, and competing priorities for firm leadership.
      Business & Office Operations:
      Coordinate expense categorization, maintain accurate financial records and P&L reporting, assist with routine banking activities, manage vendor relationships, and oversee daily office needs to ensure a professional, client-ready environment.
        Client Experience & Marketing:
        Maintain CRM information, coordinate client communications, gifting and appreciation events, and assist with social media and marketing initiatives.
          Process Development & Improvement:
          Help create, document, and improve internal workflows, standard operating procedures (SOPs), and administrative systems.
            Technology & Project Coordination:
            Leverage technology, automation, and AI tools to improve efficiency while coordinating projects, deadlines, and firm initiatives. What We're Looking For
            • 3+ years of relevant professional experience in executive assistance, business administration, office management, or operations.
            • Exceptional organizational skills with demonstrated experience managing complex calendars, multiple responsibilities, and competing priorities.
            • Strong numerical aptitude and experience with expense tracking, financial records, reporting, or business data.
            • Proficiency in Microsoft Office Suite, including Excel, Outlook, Word, and PowerPoint.
            • Excellent communication skills, attention to detail, professionalism, and the ability to work independently.
            • A proactive, resourceful, and process-oriented mindset with the ability to solve problems, take initiative, and improve efficiencies.
            • A strong sense of ownership, adaptability, and ambition to develop professionally and contribute to a growing organization. Preferred Qualifications
            • Experience with QuickBooks, CRM platforms, or other business management technologies.
            • Experience with social media, marketing coordination, client events, or appreciation programs.
            • Experience developing or documenting business processes and SOPs.
            • Background in financial services or another professional services environment.
            Why NOVA Capital? At NOVA Capital, we believe exceptional client service begins with a strong team and thoughtful, well-executed processes. You'll work directly with firm leadership, take ownership of meaningful responsibilities, and have the opportunity to contribute ideas that improve how our business operates. We value professionalism, initiative, attention to detail, and individuals who take pride in their work. We're looking for someone who wants to make a lasting contribution to our team and grow professionally as our firm evolves.
            Pay:
            $65,000.00 - $80,000.00 per year
            Benefits:
            401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Retirement plan Vision insurance
            Location:
            Cincinnati, OH 45209 (Required)
            Work Location:
            In person

            Benefits

            • Paid Time Off (PTO)
            • 401(k) Plans
            • Other Retirement and Savings
            • Health Insurance
            Review key factors to help you decide if the role fits your goals.
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            Total Score
            56
            out of 100
            Average of individual scores