Executive Assistant

RFG Advisory seeks an energetic, diligent, and detail-oriented individual to join our team! This is not a traditional Executive Assistant role. This role will be both rewarding and challenging, requiring a diverse skill set and a resourceful attitude. You will have the opportunity to serve as an essential resource for three of our C-Suite Executives and contribute to the success of RFG at the highest level.

We seek a highly organized and proactive Executive Assistant to support three C-suite executives comprehensively. The ideal candidate will thrive in a fast-paced environment, possess exceptional communication skills, and demonstrate the ability to manage multiple priorities with ease.

Primary Responsibilities:

• Manage complex and frequently changing calendars for three C-suite executives, including scheduling meetings, conference calls, and appointments.
• Coordinate all aspects of travel arrangements, including flights, hotels, and transportation for executives utilizing preferred airlines and hotels as well as analytical reasoning to determine the best available itinerary.
• Plan and execute events, including client events, seminars for advisors and prospects, and internal team meetings.
• Create high-quality presentation decks for events and board meetings, ensuring content is accurate, engaging, and aligned with company standards.
• Collaborate with internal teams to support the scaling of the business, including assisting with project management, research, and other tasks as assigned.
• Handle personal tasks on an as-needed basis.
• Develop relationships with our Advisors.

Benefits:

• Competitive Salary + Annual Bonus based on firm growth.
• Generous PTO, Company Holidays & Charitable Workday
• Health, Dental, and Vision Insurance with company stipend
• 401(k) + Safe Harbor contribution
• Company-sponsored Short-term and Long-term Disability + Life Insurance
• Voluntary Life Insurance, Accident, Cancer, and Critical Care coverage for you and your dependents
• Dependent Care FSA and Medical FSA
• Maternity/Paternity leave
• Surface Pro + Home setup
• Cell phone reimbursement
• Continuing education and professional development support
• Loads of awesome RFG Swag!

Company Culture:

RFG Advisory is an innovator in the wealth-management industry. Recognized by Investment News?as a 2021, 2022, and 2024 Best Place to Work for Financial Advisers, our team of A-players have a servant heart and a warrior mindset. What drives our success is we are a team of passionate professionals who work together to foster the independence of Financial Advisors across the country. Our team is growing and seeking A-player talent to help us build the RIA of the future.?

This is a unique opportunity to be a part of a growing team in a fast-paced and changing industry. Our most recent Net Promoter Score among our corporate team was a 90 with 94% participation! Our team members consistently comment about our culture, teamwork, support of leadership and executive team, and the collaboration that happens amongst our functional teams. If you are looking for a fun, positive group of people to work within a dynamic organization, please apply!

Qualifications:

• Bachelor's degree preferred.
• Proven experience as an Executive Assistant or similar role supporting C-suite executives in a growth-oriented business.
• Exceptional organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
• Strong attention to detail and accuracy, especially when creating presentations and other materials.
• Excellent communication and interpersonal skills, with the ability to interact professionally and confidently with executives, clients, and team members.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software.
• Ability to maintain confidentiality and handle sensitive information with discretion.