Office Administrative Assistant

Creative Capital Wealth Management Group (CCWMG) is a boutique wealth management firm specializing in retainer-based virtual family office services
, alternative investments
, and tax mitigation strategies exclusively for accredited investors. Founded in 2003, we are dedicated to helping high-net-worth clients achieve financial independence through personalized, holistic planning and access to institutional-level opportunities. Our team thrives in a fast-paced, client-focused environment where simplicity, transparency, and exceptional service are core values.

We are seeking an experienced Office Administrator / Executive Assistant to join our team and play a pivotal role in supporting our daily operations and leadership. This position combines front-office administration, executive support for the CEO, and client scheduling coordination in a dynamic wealth management setting. The ideal candidate is proactive, detail-oriented, and thrives in a high-energy office serving sophisticated clients.

• Serve as the first point of contact:
  Answer and direct phone calls, greet visitors, and provide professional client service both in-person and virtually.
• Maintain office operations:
  Ensure the office is fully prepped, stocked, and organized for client meetings, team members, and daily activities (e.g. supplies, refreshments, meeting rooms).
• Provide executive assistance to the CEO:
  Manage calendar, schedule appointments, coordinate travel, prepare correspondence, and handle confidential tasks.
• Support client scheduling:
  Coordinate meetings and reviews for wealth strategists and advisors using Wealthbox CRM, ensuring seamless workflows and follow-ups.
• Leverage Wealthbox expertise:
  Manage tasks, workflows, contact records, opportunities, and reporting to streamline team efficiency and client management.
• Perform general administrative duties:
  Handle mail, filing, data entry, expense tracking, and ad-hoc projects to support the firm's operations.
• Contribute to a positive team environment:
  Assist with event coordination, team communications, and other initiatives as needed.

• 5+ years of experience in a fast-paced office environment, preferably in wealth management, financial services, or professional services.
• Optional expertise in Wealthbox CRM, including workflows, task management, calendaring, and reporting.
• Exceptional organizational skills with the ability to multitask, prioritize, and adapt in a dynamic setting.
• Strong communication skills (verbal and written) with a professional demeanor for interacting with high-net-worth clients and executives.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and comfort with technology/CRMs.
• High level of discretion and confidentiality when handling sensitive financial and client information.
• Positive, proactive attitude with a commitment to excellence and team collaboration.
• Ability to act as executive assistant to the CEO and manage all the incoming requests for his time/attention.

Mid‑Senior level

Full‑time

Administrative