Executive Assistant

at  Orgel Wealth Management LLC

JOIN THE ORGEL WEALTH MANAGEMENT TEAM

Since 1984, Orgel Wealth Management, along with our founder’s predecessor practices, have been committed to providing comprehensive wealth management, consulting, and planning services to a diverse group of families, individuals, business owners, retirement plans, and foundations.

Orgel Wealth Management is seeking an Executive Assistant to provide high-level administrative professional support in a well-organized and timely manner for one or more relationship managers, executives, or principals of the organization.

• Shared Values – At Orgel Wealth Management, our team believes in forming genuine relationships and serving clients with relentless excellence. We put clients first. Period.
• Nationwide Reach – Currently, our team serves clients in 43 states with more than $7.5 billion in assets under management (as of June 30, 2024).
• Experienced Team – Our credentialed team of 31 investment professionals (9 CFA® charterholders, 10 CFP® certificants) and 8 professionals with tax or legal backgrounds is supported by client service, operations, and technology specialists.
• Independence – By establishing an independent firm, we developed an organizational structure that allows for and supports employee ownership for multiple generations to come.
• Rapid Growth – Since becoming an SEC-registered investment advisor in 2013, our assets under management have more than doubled and we have grown from 23 employees and 1 office to 82 employees and 3 offices.

Learn more about Orgel Wealth Management and “The Orgel Way” at www.orgelwealth.com.

POSITION SUMMARY

The Executive Assistant provides high-level administrative professional support in a well-organized and timely manner for one or more relationship managers, executives or principals of the organization. The Executive Assistant must become fully aware of the executive’s strategic goals and objectives and assist in achieving such goals by being highly self-motivated, proficient, strong problem-solving skills, and capable of managing their workload and prioritizing tasks in a fast-paced corporate environment.

ADDITIONAL SKILLS REQUIRED

The Executive Assistant must be able to:

• Manage time effectively, set priorities, and meet deadlines
• Maintain the highest level of confidentiality with respect to client and firm information
• Understand and adhere to all firm policies and procedures
• Exercise the highest level of professionalism in personal presentation, communication, and all interactions with clients and employees
• Demonstrate high levels of integrity
• Communicate effectively orally and in writing
• Function well in a team environment by maintaining a positive, collaborative approach
• Work independently with self-motivation
• Leverage technology, including the Microsoft Office Suite, Practifi (Salesforce), Tamarac, Morningstar, and other software applications as necessary

Requirements:

ACKNOWLEDGEMENT

This description is intended to be an accurate reflection of the principal elements of the job for which it was written. It should not be construed as a description of all requirements but merely a guideline. It will be updated from time to time to reflect changes and/or additions. One may be required to perform other duties as assigned by a supervisor or management. This job description is not a contract for employment, and either you or the organization may terminate employment at any time, for any reason

• Maintain calendars and arrange meetings, conference calls and other appointments as required.
• Maintain the highest level of discretion and confidentiality with respect to client and firm information.
• Coordinate preparation of meeting material; respectfully request and organize client information for meetings on the executive’s behalf.
• Exercise the highest level of professionalism in personal presentation, communication, and all interactions with clients and employees.
• Review incoming mail (including e-mail) and organize correspondence needing direct attention. Answer and/or draft responses to incoming mail; if applicable, route to other individuals for response and/or closure.
• Maintain an efficient filing system of correspondence and records to ensure efficiency and organization.
• Accurately and promptly compose various correspondence, memos and other materials from copy, dictation or verbal instructions, as assigned. Ensure correspondence are neat, accurate and grammatically correct.
• Answer telephone in a courteous, businesslike manner and promptly and accurately handle messages. Review and respond to voice mail messages. Refer callers to appropriate individuals for a response when necessary or in the executive’s absence.
• Provide effective communication between the executive team and internal departments by maintaining credibility, trust, and support with senior management.
• Make arrangements for business travel, including all air, hotel and transportation arrangements. Prepare a detailed travel itinerary, including any necessary background material for trips. Make travel arrangements for visiting clients or prospects when requested.
• Conduct oneself at all times in accord with The Orgel Way and maintain the highest of standards of client confidentiality and organizational discretion.