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Job Description
Who We Are:
At The Fox Alliance, we are passionate about bringing financial empowerment to not only our clients, but our community around us. We are firmly committed to our four Core Values …. We are People-First, recognizing that we exist for our clients, but because of our team. This philosophy guides how we treat our employees, serve our clients, and build our workplace culture. We foster a supportive, inclusive, and empowering environment where individuals are respected, heard, and given the tools to grow personally and professionally. Because the work we do is deeply impactful in the lives of the people we serve, we are Purpose Driven . We are Always Improving, because good is not good enough. Every day is an opportunity to learn and grow. Lastly, we Own the Outcome ! Because ownership means taking responsibility for the end-result, not just the task at hand. Join The Fox Alliance and be part of our team that was recently named to the 2026 Inc. 5,000 "Fastest Growing Private Companies in America" list as well as Forbes "Best-in-State Wealth Management Teams".
Responsibilities:
We are looking for an experienced Executive Assistant who is interested in being a part of one of the fastest growing wealth management firms in the nation. In this role, you will act as a trusted gatekeeper and right hand to the two Managing Partners - managing schedules, handling important communication within the organization, coordinating with prospective selling advisors, and overseeing tasks that keep the firm running efficiently. The ideal candidate is highly organized, proactive, and able to thrive in a fast-paced but highly functional environment. If you're passionate, curious, and ready to make an impact, you'll find a place to thrive here.
Key Tasks & Activities:
Manage complex calendars for Partners (95% business / 5% personal), including client meetings, potential seller meetings, internal meetings, and external events Serve as first point of contact for communications and inquiries on behalf of Partners Prioritize and resolve scheduling conflicts with sound judgment Prepare and organize client meeting materials, presentations, and follow-ups Draft, edit, and proofread correspondence, reports, and presentations Ability to provide occasional support outside normal business hours Support compliance documentation and recordkeeping Assist with client appreciation events, board meetings, and internal strategy sessions Plan, coordinate, and lead special projects Collaborate with Operations Director to ensure synchronization across the organization
Qualifications:
3+ years of executive assistant or senior administrative support experience Bachelor's degree or equivalent experience Strong command of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint), CRM systems (Salesforce), and project management tools (Asana) Exceptional organizational, time management, and communication skills with strong attention to detail Proven ability to manage multiple priorities and projects in a fast-paced, deadline-driven environment Perceptive and able to anticipate needs of the Partners and the organization Ability to work independently while coordinating effectively across teams, vendors, and leadership Maintain confidentiality with sensitive client and business information
What We Offer:
While you make a difference for others, we'll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. Competitive salary at $90,000 - $105,000 Additional equity grants (after 12 months of employment) Health, dental, and vision insurance 401(k) with company match Paid time off and holidays Professional development opportunities Flexible and hybrid scheduling
Pay:
$90,000.00 - $105,000.00 per year
Benefits:
401(k) matching Dental insurance Flexible schedule Health insurance Parental leave Professional development assistance Vision insurance
