About this opportunity
Bogart Wealth lists this Executive Assistant to Chief Executive Officer opportunity in mclean, Virginia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
"Executive Assistant to Chief Executive Officer
Bogart Wealth is a leading provider of wealth management solutions, dedicated to helping our clients achieve their financial goals. With a focus on personalized service and innovative strategies, we pride ourselves on our commitment to excellence and integrity.
Position Overview
We are seeking a highly organized and proactive Executive Assistant to support our CEO. The ideal candidate will possess exceptional communication skills, a strong attention to detail, and the ability to manage multiple tasks in a fast‑paced environment. This role is critical in ensuring the efficient operation of the executive office and will serve as a trusted partner to the CEO.
Key Responsibilities
Administrative Support: Provide comprehensive administrative support to the CEO, including managing calendars, scheduling meetings, and coordinating travel arrangements.
Communication: Act as the primary point of contact for internal and external stakeholders, handling correspondence and facilitating communication on behalf of the CEO.
Meeting Coordination: Prepare agendas, take minutes, and follow up on action items from meetings, ensuring timely completion.
Project Management: Assist with special projects, research, and data analysis as directed by the CEO, ensuring deadlines are met and objectives are achieved.
Confidentiality: Maintain a high level of discretion and confidentiality regarding sensitive information and business matters.
Office Management: Oversee the organization of the executive office, including maintaining files, organizing documents, and ensuring a productive work environment.
Event Planning: Coordinate logistics for meetings, conferences, and special events, ensuring a professional and seamless experience.
Qualifications
Education: Bachelor’s degree in Business Administration, Finance, or a related field preferred.
Experience: Minimum of 5 years of experience supporting C‑suite executives, preferably within the financial services or wealth management industry.
Skills: Exceptional organizational and time‑management skills; strong written and verbal communication; proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software; ability to handle multiple priorities with a calm and positive demeanor.
Attributes: Proactive, resourceful, and adaptable; high level of professionalism and a strong work ethic; ability to work independently and as part of a team.
Compensation: Competitive salary with additional benefits.
Benefits
Medical insurance
Vision insurance
401(k) retirement plan with company match
Seniority Level
Associate
Employment Type
Full‑time
Job Function
Administrative
Location: Washington, DC
Compensation: $90,000.00 – $105,000.00 per year
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Worksite address
mclean, VA, 22107, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.