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Executive Assistant

Job

Lineage Wealth Management, Inc.

Norfolk, VA (In Person)

$47,543 Salary, Full-Time

Posted 1 week ago (Updated 13 hours ago) • Actively hiring

Expires 7/24/2026

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Job Description

Base Pay Range:
$39,707.20 - $50,080.00 per year Career description: Growing boutique wealth management practice is seeking a passionate associate who excels at delivering outstanding client service! Do you have a knack for building relationships and solving problems? Join our dynamic team in Downtown Norfolk as an Executive Assistant! As a key member of our client services team, you will provide exceptional support to the Managing Partner, ensuring needs are met with professionalism and care. We are looking for an enthusiastic individual who is eager to grow in a career and excel in a fast-paced environment.
Key Responsibilities:
Administrative Support Manage and maintain the Managing Partner's calendar, including scheduling meetings, appointments, and travel arrangements. Prepare and edit correspondence, reports, presentations, and other documents. Organize and prioritize emails, calls, and requests to ensure timely responses. Handle confidential information with integrity and professionalism.
Project & Operations Support:
Assist in project management, tracking deadlines, and ensuring timely completion of tasks. Conduct research, compile data, and prepare reports as needed. Coordinate and support company-wide initiatives and special projects
Meeting & Event Coordination:
Organize and prepare for meetings, including setting agendas and following up on action items. Plan and execute company events & conferences.
Communication & Relationship Management:
Act as a liaison between the Managing Partner and internal/external stakeholders. Build and maintain relationships with key clients, partners, and vendors. Represent the Managing Partner in a professional and courteous manner in all interactions. Qualifications & Skills Bachelor's degree in Business Administration, Communications, Marketing, or a related field (or equivalent work experience). 3+ years of experience in an administrative or corporate environment. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Strong organizational and time management skills, with the ability to multitask in a fast-paced environment. Excellent written and verbal communication skills. Ability to exercise sound judgment, discretion, and confidentiality. High level of professionalism, adaptability, and problem-solving skills. Professional attire is required!
Preferred Qualifications:
Active VA State L&H License, FINRA Securities Registrations Experience supporting leadership positions. Must pass an FBI background check, including fingerprinting & drug test.
Compensation & Benefits:
Base salary from $39,707.00 to $50,080.00 + commissions & Christmas bonus. Paid time off & continuing professional career development opportunities provided by the firm. Corporate Rental Car Program for Networking Events.
Career Position:
Full-time Benefits:
Paid time off Paid professional development assistance
Schedule:
Monday to Friday 9:30 A.M. to 5:30 P.M. No weekends Ability to
Commute:
Norfolk, VA 23510 (Required) Ability to
Relocate:
Norfolk, VA 23510: Relocate before starting work (Required)
Work Location:
In person
Job Type:
Full-time Pay:
$39,707.00 - $50,080.00 per year
Benefits:
Paid time off Professional development assistance Ability to
Commute:
Norfolk, VA 23510 (Required) Ability to
Relocate:
Norfolk, VA 23510: Relocate before starting work (Required)
Work Location:
In person