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Executive Assistant

2 weeks ago

Roseburg, OR, United States The Kick-Assistant Full time
Executive Assistant The Kick-Assistant

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About Littlejohn Financial Services

Littlejohn Financial Services is a faith-forward financial planning firm built around helping families and individuals steward their finances wisely. We believe in teamwork, integrity, and continual improvement, and that when we win, we win together.

About The Role

Were looking for a proactive, people-loving Executive Assistant to partner with the owner of Littlejohn Financial Services. This role goes beyond the traditional EA work. Youll be the person who helps keep our leader organized, focused, and moving in the right direction every day. Youll help him decide which shiny objects to chase, and which ones to leave behind. When the team brings him problems, you solve them before they ever reach his desk. You know what the 1:3:1 principle is and live by it. This role is a fit for someone who enjoys engaging with others. Youre energized by people, not drained by them, and you bring positivity and professionalism to every interaction. If youre someone who thrives on organization, problem-solving, and helping others reach their goals, youll fit right in.

What Youll Do
  • Calendar and Inbox Management: Manage the owners calendar, inbox, and daily priorities so he can stay focused on the journey and trust that youve got the details lined out. Bonus points for doing this all the Dan Martell way
  • Project Management: Stay one step ahead by spotting whats needed, turning ideas into clear next steps, and making sure projects actually get finished.
  • Event Planning and Execution: Coordinate and execute company events, client meetings, and internal gatherings, handling everything from planning logistics to on-site details.
  • Client Communication: Draft and manage client communications and marketing materials, making sure everything is written clearly, grammatically correct, and aligned with company standards and tone. Attention to detail in wording, grammar, and presentation is essential. You should be confident spotting what reads well and what doesnt.
  • Create and Improve Processes: Identify areas where processes are missing or unclear and develop simple, effective systems to improve efficiency and buy back time.
  • Handle Information with Discretion: Maintain the highest level of confidentiality and discretion when handling sensitive information related to clients, business operations, and personal matters. Trust and integrity are a must in this role.
  • Provide Personal and Executive Support: Provide occasional personal assistance such as scheduling personal appointments or handling household-related logistics that help the owner stay focused on business priorities. Youre someone who gains energy from lending a hand before anyone even knows its needed
  • Strategic Partnership: Partner closely with the owner to brainstorm ideas, plan new initiatives, and ensure projects move from concept to completion. He thrives in the big-picture journey; you thrive in the details that make it happen. You are an extension of his ability to get things done.
  • Create Positive Connections with People: Serve as a friendly, professional point of contact for clients and partners. Youll greet people warmly, communicate clearly, and build positive relationships. This role is a fit for someone who enjoys engaging with others. Youre energized by people, not drained by them, and you bring positivity and professionalism to every interaction.
  • Other Duties As Assigned: Intrepreneurs sometimes create new and exciting opportunities we havent even thought of yet. Those opportunities live in this section. In a small business, we all wear lots of hats. Embrace the chance to be creative and make an impact.
Who You Are
  • Highly organized and dependable, with a natural ability to manage details and keep multiple priorities moving forward.
  • A strong communicator who can write and speak clearly with clients, colleagues, and leadership.
  • Comfortable interacting with clients and team members in person; friendly, professional, and confident.
  • Someone who takes initiative and enjoys seeing tasks through to completion.
  • Emotionally intelligent and able to read situations well. You know when to step in, when to ask questions, and when to take ownership.
  • Comfortable in a faith-based, family-oriented environment where values and integrity matter.
  • Proactive and resourceful, willing to jump in wherever needed to keep things running smoothly.
  • Shows strong aptitude for learning new systems and processes quickly. You are not scared of new technology. You adapt AI excites you rather than intimidates you.
  • Experience in financial services or professional services is helpful but not required.
  • You understand sometimes the word No means no; sometimes it means How?
  • Bonus if you have basic graphic design skills or an eye for clean, simple layouts.
Minimum Requirements
  • High school diploma required (some college preferred).
  • Three or more years of administrative or executive support experience, with preference for those whove supported an owner, CEO, or senior leader.
  • Strong proficiency with Google Workspace (Docs, Sheets, Calendar).
  • Must work on-site in Roseburg, OR.

Why Youll Love Working Here

Youll be part of a small but mighty team where ideas are encouraged, initiative is celebrated, and effort is recognized. Youll have a direct impact on both business success and client satisfaction and work with a leader who genuinely rewards people who make his life (and the companys) run smoother.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Administrative

Industries

Professional Training and Coaching

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