Executive Assistant

1 week ago

Greenville, South Carolina, United States ASE Private Wealth® Full time

Executive Assistant

Greenville, SC (In-Office)

ASE
Private
Wealth

About ASE
Private
Wealth

Since 2005, ASE
Private
Wealth has been serving dynamic families and private business owners to simplify and strengthen their financial lives. As an AI-driven strategic advisory firm, we combine advanced technology with human insight to preserve wealth, reduce taxes, and empower purpose-driven success.

Position Overview

We're seeking a high-performing Executive Assistant to support our Executive Team, with primary responsibility for assisting the Founders — the CEO and Chief Branding & Strategy Officer.

You'll play a pivotal role in keeping our leaders organized, informed, and focused—managing calendars, meetings, communications, and strategic initiatives—while occasionally providing personal assistance to the Founders as needed.

If you thrive in a fast-paced environment where innovation meets impact, this role offers the chance to be part of something exceptional.

Key Responsibilities

  • Provide comprehensive administrative support to the Executive Team, including calendar management, travel arrangements, and expense coordination.

  • Serve as the primary liaison between the Executive Team, strategic partners, and internal departments.

  • Manage high-touch client and partner correspondence with exceptional attention to tone and follow-up.

  • Support continuing education (CE) tracking and compliance for the CEO.

  • Support the Founders with personal assistance as needed (e.g., travel logistics, event coordination, and special projects).

Meeting & Project Coordination

  • Schedule and coordinate complex calendars, internal meetings, and external events.

  • Prepare meeting materials, track action items, and manage follow-ups to ensure accountability.

  • Assist in tracking operational deliverables and project milestones; prepare progress reports for leadership.

Relationship Management

  • Support the management of Centers of Influence (COIs), vendors, and strategic partnerships.

  • Maintain CRM records to document key communications and relationship milestones.

Marketing & Event Collaboration

  • Collaborate with the team on event planning and execution.

  • Manage occasional updates to LinkedIn or other professional social platforms.

Technology & Innovation

  • Embrace and utilize AI-powered tools that enhance productivity, communication, and workflow efficiency.

  • Contribute ideas to improve systems and processes through technology-enabled solutions.

Qualifications

  • 5+ years of Executive Assistant experience (financial services or professional services preferred) in C-Suite environment.
  • Excellent verbal and written communication skills.
  • Strong proficiency in Microsoft Office, Google Workspace, and CRM systems.
  • Experience with Canva or similar design tools is a plus.
  • Bachelor's degree preferred (or equivalent experience).
  • Discretion, professionalism, and exceptional attention to detail.

Our Core Values

We Are Stewards of Legacy

One Team. Zero Excuses.

We Put Clients First, Company Second, Ourselves Third

We Are Unwavering in the Pursuit of Excellence

We Embrace, Foster, and Encourage Collaboration

What We Offer

  • Competitive salary and full benefits (health, dental, vision).
  • 401(k) with company match.
  • Paid time off and holidays.
  • Professional development opportunities.
  • A forward-thinking, AI-empowered culture built on collaboration and purpose.

Ready to join a firm where innovation and excellence go hand in hand?

Apply now and help us in Empowering the Exceptional.

ASE Private Wealth is an Equal Opportunity Employer and is committed to fostering an inclusive and collaborative workplace.

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