Executive Assistant to the CEO

Executive Assistant to the CEO Piazza Wealth Management Toledo, OH Job Details Full-time $50,000 - $70,000 a year 23 hours ago Benefits Paid holidays Health insurance Dental insurance Paid time off Vision insurance Retirement plan Qualifications Teamwork Multitasking Customer service Project coordination Executive administrative support Microsoft Office Administrative experience Attention to detail Organizational skills Productivity software Office management Full Job Description About Piazza Wealth Management We are a fiduciary financial planning firm with a national clientele—headquartered in Northwest, Ohio—that specializes in serving football coaches, business owners, and medical professionals. Our philosophy is rooted in providing clarity, confidence and peace of mind for our clients through our personalized financial planning process. We believe financial planning should be relationship-first and in alignment with what matters most to each family we serve through a high-touch, quarterback-style advisory experience. Role Summary The Executive Assistant to the CEO is a critical organizational team member responsible for ensuring the efficiency, effectiveness, and organization of the CEO's day-to-day operations. This individual serves as a trusted liaison, managing executive priorities, coordinating key initiatives, and supporting business objectives. The ideal candidate is highly organized, proactive, technologically proficient, and deeply committed to delivering exceptional service while maintaining the highest level of professionalism, discretion, and attention to detail. Key Attributes & Values Fit

Present:

Fully engaged with team members and clients

Positive:

Solution-oriented, professional, and service-minded

Purposeful:

Intentional in execution, communication, and preparation

Consistent:

Reliable delivery of high-quality, accurate work Qualifications Must-Have

• Proficiency in Microsoft Office Suite
• 4+ years of experience in office administration
• Strong written and verbal communication skills
• Exceptional attention to detail, multi-tasking and follow-through skills Nice-to-Have
• Notary (Ohio)
• Experience working in our current organization systems (Canva, Calendly, Adobe)
• Customer Relationship Manager (CRM) experience (ideally RedTail)

Core Responsibilities Executive Support Purpose:

Protect the CEO's time, attention, and energy.

• Calendar Management (Personal & Professional Integration)
• Inbox Management (Email, Social Media, Phone)
• Meeting Coordination
• Travel Planning

Priority Management Excellence Metric:

The CEO is focused on the highest-value activities and proactive rather than reactive.

Personal Administration Purpose:

Reduce personal and family administrative burdens to create more capacity at work and home.

• Family Calendar Management
• Personal Appointments
• Gift Purchasing & Special Occasions
• Holiday & Travel Coordination

Personal Reminders & Task Management Excellence Metric:

Personal logistics are handled efficiently, allowing the CEO to be fully present at work and at home.

Project Management Purpose:

Ensure key initiatives move forward on time and with excellence.

• Book Launch
• Client Events & Experiences
• Social Media (Firm & CEO) Coordination

Vendor/Bill Paying Coordination Excellence Metric:

Projects are completed on schedule and without requiring constant CEO oversight.

Relationship & Office Management Purpose:

Strengthen relationships by delivering a memorable, white glove experience reflecting the PWM brand and values for clients and community partners.

• New Client Welcome & Onboarding Experiences
• Office Experience Coordination
• Client Gifts & Recognition
• Volunteer & Community Engagement

Gratitude & Appreciation Initiatives Excellence Metric:

Clients, centers of influence, and community partners feel valued, cared for and connected. Work Environment This is an in-office, highly collaborative role at our Sylvania Township, Ohio headquarters and will work closely with the CEO, advisors and team members to deliver a "white-glove" client experience. Compensation & Benefits

Base Salary:

$50,000 - $70,000+, based on experience

• Performance-based bonus opportunity
• Health, dental, and vision insurance
• Retirement Plan with employer match
• Paid time off and holidays

Pay:

$50,000.00 - $70,000.00 per year

Benefits:

Dental insurance Health insurance Paid time off Retirement plan Vision insurance

Work Location:

In person