Senior Executive Assistant to the CEO
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Job Location:
Bozeman, MT - USA
Yearly Salary:
$ 90000 - 130000
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Senior Executive Assistant to the CEO
Full-Time In-Person
Full-Time In-Person
Compensation: $90000 $130000 per year
Location: On-site (in person) Bozeman MT
About Us
Shore to Summit Wealth Management LLC located in Bozeman Montana is a rapidly growing wealth management partnership dedicated to helping high-net-worth families entrepreneurs business owners and investors build and protect their financial futures. We deliver comprehensive personalized wealth management strategies and pride ourselves on delivering exceptional client experiences rooted in trust expertise and long-standing relationships.
Shore to Summit Wealth Management LLC located in Bozeman Montana is a rapidly growing wealth management partnership dedicated to helping high-net-worth families entrepreneurs business owners and investors build and protect their financial futures. We deliver comprehensive personalized wealth management strategies and pride ourselves on delivering exceptional client experiences rooted in trust expertise and long-standing relationships.
As we continue to expand we are seeking a highly skilled Senior Executive Assistant to support our CEO and play a pivotal role on our leadership team.
About the Role
The Senior Executive Assistant to the CEO is a key member of our leadership and client service team. This person ensures the CEO operates efficiently communicates effectively and remains focused on top priorities. The ideal candidate is a proactive highly organized professional who thrives in a fast-paced environment and delivers outstanding internal and external client service.
What Youll Do
Executive Support & Administration
Write edit and prepare emails documents and communication on behalf of the CEO
Maintain highly accurate and comprehensive records
Manage the CEOs complex calendar schedule meetings and prioritize urgent matters
Organize meetings send reminders coordinate follow-ups and ensure seamless communication
Answer calls professionally and handle inquiries with diplomacy
Client Service & Financial Support
Perform financial asset movements for clients with precision and confidentiality
Build and maintain strong trusted client relationships
Address client needs tactfully and professionally
Support financial advisors and team members with client-related tasks
What You Bring
Experience & Skills
10 years of client or customer service experience
Demonstrated ability to handle sensitive client needs with professionalism
Exceptional written and verbal communication skills
Ability to work autonomously and collaboratively in a fast-paced environment
Strong multitasking skills and ability to manage multiple client situations at once
Excellent organizational skills and impeccable attention to detail
Proven ability to build strong cross-functional relationships
Commitment to maintaining strict confidentiality
Professional demeanor and strong problem-solving abilities
Proficiency in Microsoft Office (Word Excel Outlook)
Education
Bachelors Degree preferred
Requirements
1. Successful completion of an FBI background check
2. Minimum of 10 years of experience
Benefits
401(k)
401(k) matching
Health insurance
Paid time off
Why Youll Love Working Here
Meaningful work supporting a mission-driven CEO and team
A people-first culture that values service excellence and long-term relationships
Opportunities to grow as the firm continues to expand
A dynamic professional environment where your contributions matter
Required Experience:
IC
Key Skills
- Anti Money Laundering
- Design Engineering
- Lounge
- Information Management
- Deputy
