Executive Assistant to Chief Executive Officer

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Executive Assistant to Chief Executive Officer

Bogart Wealth is a leading provider of wealth management solutions, dedicated to helping our clients achieve their financial goals. With a focus on personalized service and innovative strategies, we pride ourselves on our commitment to excellence and integrity.

Position Overview

We are seeking a highly organized and proactive Executive Assistant to support our CEO. The ideal candidate will possess exceptional communication skills, a strong attention to detail, and the ability to manage multiple tasks in a fast‑paced environment. This role is critical in ensuring the efficient operation of the executive office and will serve as a trusted partner to the CEO.

Key Responsibilities

• Administrative Support:
Provide comprehensive administrative support to the CEO, including managing calendars, scheduling meetings, and coordinating travel arrangements.

• Communication:
Act as the primary point of contact for internal and external stakeholders, handling correspondence and facilitating communication on behalf of the CEO.

• Meeting Coordination:
Prepare agendas, take minutes, and follow up on action items from meetings, ensuring timely completion.

• Project Management:
Assist with special projects, research, and data analysis as directed by the CEO, ensuring deadlines are met and objectives are achieved.

• Confidentiality:
Maintain a high level of discretion and confidentiality regarding sensitive information and business matters.

• Office Management:
Oversee the organization of the executive office, including maintaining files, organizing documents, and ensuring a productive work environment.

• Event Planning:
Coordinate logistics for meetings, conferences, and special events, ensuring a professional and seamless experience.

Qualifications

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Education:

Bachelor’s degree in Business Administration, Finance, or a related field preferred.

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Experience:

Minimum of 5 years of experience supporting C‑suite executives, preferably within the financial services or wealth management industry.

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Skills:

Exceptional organizational and time‑management skills; strong written and verbal communication; proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software; ability to handle multiple priorities with a calm and positive demeanor.

• Attributes:
Proactive, resourceful, and adaptable; high level of professionalism and a strong work ethic; ability to work independently and as part of a team.

• Compensation:
Competitive salary with additional benefits.

Benefits

• Medical insurance

• Vision insurance

• 401(k) retirement plan with company match

Seniority Level

Associate

Employment Type

Full‑time

Job Function

Administrative

Location:

Washington, DC

Compensation: $90,000.00 – $ per year

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