Executive Assistant

Executive Assistant

IEQ Capital is Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, employee-owned company, adhering to the fiduciary standard to put our clients' interests first. As an employee-owned firm, we focus our efforts on helping clients meet their financial goals, without the distractions and limitations that can arise within much larger organizations. We will continue to originate ideas that capitalize on market opportunities, pool assets to drive cost-savings, and materially co-invest alongside our clients.

The Role

IEQ Capital is looking for a motivated professional to join our team as an Executive Assistant. The Executive Assistant will provide high-level administrative and organizational support to multiple advisors (2-4 Partners) to help run the Partners' day-to-day responsibilities. Duties and responsibilities include, but are not limited to the following :

• Heavy calendar management - scheduling meetings, anticipating conflicts, booking conference rooms, ensuring prep materials are available, etc.
• Facilitate all travel arrangements (air, rail, hotel, car service)
• Expense management, inputting all expenses and receipts into our expense management portal
• Perform administrative duties such as photocopying, scanning, printing, binding, mailing, client gifting, setting up rooms for meetings, registering visitors, etc.
• Lead and manage special projects as they arise on behalf of the Partners and / or work on firmwide projects with other members of Executive Support Team
• Anticipate the needs of the Partners and determine the best ways to free up their time.

Qualifications

The total compensation range for this role, inclusive of base salary and bonus, is $100,000 - $130,000, depending on skills and experience.