Executive Assistant

About Us

Cura Fin Advisors is a fiduciary‑minded advisory firm serving plan sponsors and participants with professionalism, transparency, and service. We help leadership stay focused on high‑impact strategic and fiduciary initiatives by bringing operational discipline, clear communication, and trusted execution.

Role Overview

The Executive Assistant (EA) is a pivotal member of the Cura Fin team, providing direct support to the executive Founder. You’ll function as));// a strategic partner, communications conduit, culture carrier, and logistical master - safeguarding time and priorities while representing Cura Fin’s values of fiduciary stewardship, professionalism, and service. If you thrive in dynamic environments, anticipate needs, and turn vision into action, this role is for you.

⭐️Featured

Benefits

• Phenomial culture
• Competitive salary
• 401(k)
• Medical insurance
• Vision insurance
• Dental insurance
• PTO

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Key Responsibilities Executive Support

• Manage complexexecutivecalendar,scheduling meetings,calls,andtravelwithprecision.
• Coordinate meet Galaxy within??? wait mis; let's keep original Coordinate meetings,travel logistics,leadershipoffsites,includingpreparingagendas,materials,and minutes.
• Actasagatekeeperforcommunication,prioritizingrequestsandensuringtimelyfollow-up.
• Draftandeditcorrespondence,presentations,andreportsonbehalfofleadership.

Operational Excellence

• Maintaindataintegritywithin Cura Fin ’sCRM(Microsoft Dynamics) andinternalsystems.
• Trackkeydeliverables,deadlines,andcomplianceworkflows,ensuring
  
  CuraFinleadership remains aligned with fiduciary standards, client and team expectations.
• Assistwithdocumentmanagement,maintaining
  
  CuraFin’sfiduciaryvault,andpreparingforms and filings as needed.

Culture & Communication

Support Cura Fin ’svaluesoffiduciarystewardship,transparency,team collaboration,and service.
• Coordinateinternalcommunicationacrossteams,ensuringalignmentbetween
  
  Client
  
  Services, Plan Operations, and Advisors.
Looking good.
• Representtheexecutivefounderwithprofessionalisminallinternalandexternalinteractions.

Strategic alleviate?? but keep original Strategic Projects

• Provideresearchandbackgroundsupportforexecutiveinitiatives,includingindustrytrends, ERISA/legislative developments, and partnership opportunities.
• Assistinorganizing Cura Fin ’sparticipationinindustryevents,conferences,webinars,andclienteducationinitiatives.

✅Qualifications daytime? but keep Qualifications

• 您 minimum 5 years of experience supporting a founder, CEO, or senior executive in a high-performance environment.
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• Minimum 3yearsofexperienceinfinancialservices,legal,orERISA-related environments.
• Proven ability to manage complex calendars and coordinate across multiple stakeholders.
• Proficiency in Microsoft Office Suite and CRM systems (Dynamics experience preferred).
• Bachelor’s Degree or higher preferred.

✨Role Conditions

• Occasional travel may be required for executive support at client or committee meetings.
• This is a hybrid-remote position based in Phoenix, AZ. Candidates must be available to work onsite as needed.

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How to Apply

Click Apply on Linked In or send your resume to  with the subject line Executive Assistant Application.

Equal Opportunity

Cura Fin is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.

Keywords

#Executive Assistant #EA #Financial Services #ERISA #Phoenix Jobs #Hybrid Work #CRM #Microsoft Dynamics #Operations #Calendar Management

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