Client Associate / Executive Assistant

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Not verified

Verification

Not verified

Salary

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Market context

U.S. role benchmark (BLS OEWS)

$61,842 U.S. median for this role

Projected growth (BLS Employment Projections)

+1.9% - Slower

Matched to SOC 11-1021 - Operations aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Operations From the posting source checked Jun 20, 2026

Seniority

Mid From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

Not verified

Company

Company stage

Public-company From the posting source checked Jun 20, 2026

Application

Cover letter

Not verified

Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Client Associate / Executive Assistant • The Client Associate will act in an Executive Assistant capacity serving as the operational backbone of the team, ensuring seamless execution of administrative, client-facing, and marketing initiatives • This role requires a proactive and detail-oriented professional who embodies our core values - relentless optimization, growth, thoughtfulness, exceptional client experience, and entrepreneurial mindset - while supporting the team in delivering exceptional services • Coordinate and maintain the team's master calendar, ensuring efficient time allocation for internal priorities and client meetings • Anticipate scheduling conflicts and proactively resolve them • Expense & Budget Administration • Process and submit business expenses in accordance with compliance and corporate policies for five Financial Advisors • Team Business Manager support • Work with team management to plan, coordinate, and execute travel coordination for team members to meet with clients and attend events across the country • Work with team management to train and onboard interns throughout the year to support team business needs • Marketing & Digital Presence • Maintain and update the team's marketing materials to ensure accuracy and alignment with brand standards • Oversee website and LinkedIn presence, post timely updates and managing content calendars • Events & Engagement • Plan, coordinate, and execute client and team events from concept to completion • Send out all client gifts and maintain inventory for client gifting • Operations for daily client transactions

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