Executive Assistant to the CEO

RFG Advisory is looking for a detail-obsessed, process-driven Executive Assistant to serve as the operational backbone of our CEO’s office. This is not a stepping-stone role. It’s a mission-critical position for someone who finds deep satisfaction in creating order, protecting time, and ensuring nothing falls through the cracks. If you thrive on execution, love logistics, and take pride in being the person others count on, you’ll fit right in.

Location: Birmingham, AL (In-office; remote flexibility available when the CEO is traveling)

Reports to: Director of Executive Operations



What You'll Do

Calendar Mastery

• Manage the CEO's calendar with precision and foresight.
• Anticipate conflicts, protect strategic time, and ensure every meeting has purpose.
• Coordinate seamlessly with the Chief of Staff to align time with priorities.

Meeting & Travel Logistics

• Triage and organize the CEO's inbox with clarity and discretion.
• Draft, proof, and send communications on behalf of the CEO.
• Ensure timely follow-up and closed-loop communication with internal and external stakeholders.

Meeting & Travel Logistics

• Prepare agendas, materials, and briefing documents for meetings.
• Coordinate complex travel with attention to detail and contingency planning.
• Ensure the CEO is always prepared, focused, and never surprised.

Operational Consistency

• Build and maintain systems for meeting prep, follow-up, and stakeholder engagement.
• Create repeatable processes that bring order to a dynamic environment.
• Track commitments and ensure nothing falls through the cracks.

Trusted Support

• Serve as a calm, steady presence in a fast-paced, high-growth environment.
• Maintain confidentiality and professionalism at all times.
• Be the go-to person for getting things done right, the first time.

RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution. We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day. If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.

www.RFGadvisory.com/awards

This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law. We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process. 

Salary: $80,000 - $95,000

• Competitive salary + bonus pool
• Generous PTO, holidays, and a Charitable Service Day
• Health, dental, vision insurance + RFG Advisory stipend
• Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
• Lifestyle Spending Account
• 401(k) with Safe Harbor contribution
• Paid parental leave, short- and long-term disability, life insurance
• Surface Pro + home office setup
• Pet Insurance
• Continuing education and professional development support

Requirements:

Experience

• 3+ years of experience supporting senior executives in a fast-paced environment preferred
• Proven track record in calendar, travel, and communication management
• Demonstrated ability to build systems, enforce processes, and manage details independently

Skills & Competencies

• Detail-obsessed: notices what others miss and takes pride in precision
• Process-driven: creates systems that bring order to a dynamic environment
• Steady under pressure: remains calm, focused, and thorough even when things move fast
• Warm and professional: builds trust through consistent, thoughtful communication
• Loyal and discreet: protects sensitive information and relationships with care

Technology & Tools

• High proficiency in Microsoft Office Suite and Microsoft Teams
• Experience with scheduling platforms and executive communication tools
• Proficiency with AI tools (such as Claude, Copilot, ChatGPT, or similar) to enhance productivity and streamline workflows

Education

• Bachelor's degree preferred