Executive Assistant

The Executive Assistant position serves as the central point of contact and support for our Executive Leadership Team to achieve business objectives by organizing and effectively leveraging the time, priorities, and scheduling of our Chief Executive Officer and President using independent judgment and discretion. This includes, but is not limited to, communications, scheduling, and preparation. This position manages and maintains knowledge to influence, connect, and leverage relationships/networks, business tools, and information to strategically drive effectiveness and efficiency of time and attention of Merit’s leadership.

Responsibilities

Executive Support & Administration

• Independently manage complex, high-volume calendars for the CEO and President, including scheduling across internal and external stakeholders, identifying what and how items are prioritized
• Coordinate meetings, prepare agendas and materials as requested, and track logistics to ensure meetings run smoothly; ensure meetings conducted as expected and support executive preparation in advance
• Coordinate and prepare executive meetings, including room setup, audiovisual arrangements, materials distribution, and day‑of logistics to ensure a seamless meeting experience.
• Independently manage all travel arrangements, itineraries, and expense reconciliation

Coordination & Follow-Up

• Partner with the Chief Administrative Officer to ensure executive priorities are supported through effective scheduling and timely follow-up
• Assist in cross-departmental coordination in support of information gathering, updates, and material generation
• Drive and execute on administrative aspects of executive initiatives at the behest and direction of the Chief Administrative Officer, Chief Executive Officer, and President

Relationship & Interface Management

• Serve as a professional, polished point of contact between executives and internal/external stakeholders, effectively influencing and guiding direction at the behest of the executive
• Welcome and coordinate guests, clients, and partners as needed
• Frequently maintains discretion and confidentiality at all times with sensitive and confidential matters

Operational & Office Support

• Maintain organization of executive files, records, and systems; identifying opportunities for improvement, recommendation and implementation of enhancements
• Planning and logistics for select executive meetings or events (internal or external)
• Serve as backup support for phones or front desk coverage, when necessary
• Manage, organize, and maintain executive office spaces
• May provide leadership in best practices for administrative support staff as the organization grows

Special Projects

• Provide support with, and may independently own, administrative aspects of special projects, as assigned
• Research, compile, and format information or materials
• Support executive communications or internal materials as requested (e.g., presentations, summaries, briefs), drafting communications independently for executive review and sending on behalf of the executive

*Please note the job responsibilities may vary, grow and change.

Salary + Benefits:

• Competitive, based on experience
• Medical Insurance  
• Dental/Vision Insurance   
• Life & Personal Accident Insurance 
• Short-term Disability Insurance   
• Long-term Disability Insurance  
• Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA  
• 401(k) Plan with company matching
• Paid Time Off (PTO) and paid holidays 

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.

Inc. 5000 2019-2024: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.

2024 InvestmentNews RIA Firm of the Year: The InvestmentNews Awards team will conduct research and draw on knowledge and information gained through InvestmentNews to support and supplement nominations received.

2024 Forbes Top RIA Firm: Forbes America’s Top RIA Firm's ranking was developed by SHOOK Research. RIA Firm refers to those that are registered directly through the SEC as a registered investment advisor, those that file their form ADV within a corporate umbrella, or recognized practice groups associated with such a firm under a corporate umbrella. Rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and firm, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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Requirements:

• A minimum of 2-4 years of Executive Assistant experience, supporting executive level leaders (CEO, President, Chairman, etc.) at similar organizations (in size, industry, scope, organization life cycle)
• Minimum education of an associate’s degree, bachelor’s preferred (directly relevant experience may substitute for education)
• Excellent written and verbal communication skills
• Ability to see “big picture” corporate strategy and organizational structure, and able to make logical connections
• High attention to detail, accuracy, and polished presentation across a variety of media requiring minimal rework and editing
• Ability to demonstrate effective organizational and time management skills
• Strong, documented leadership and project management skills
• Excellent problem solving and anticipatory, forward-thinking skills
• Must be proactive and possess demonstrated ability to function successfully to a fast-paced environment
• Proficiency in Microsoft Office Suite