Executive Assistant at RFG Advisory LLC

Vestavia Hills, Alabama, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Mar, 26

Salary

0.0

Posted On

13 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Calendar Management, Travel Coordination, Meeting Coordination, Event Planning, Project Support, Communication Skills, Microsoft Office Suite, Discretion, Integrity, Time Management, Problem Solving, Attention to Detail, Professionalism, Adaptability, Team Collaboration, Confidentiality

Industry

Financial Services

Description

Description You thrive on getting things right, the first time. You anticipate needs, spot potential issues before they arise, and bring structure to fast-moving environments. As the Executive Assistant to our CEO, you’ll be the behind-the-scenes force that keeps priorities aligned, calendars on track, and communication crisp. This isn’t just a support role, it’s a business-critical partnership. You’ll be trusted with sensitive information, high-stakes decisions, and complex coordination. In return, you’ll gain a front-row seat to company strategy, a close working relationship with executive leadership, and the chance to contribute to the success of RFG at the highest level. If you're energized by supporting high-level leadership, take pride in precision, and thrive in fast-paced environments, this role puts you at the center of it all. We’re looking for candidates who have proven experience supporting executives at the highest level in entrepreneurial, high-growth settings—and the mindset to anticipate, adapt, and execute relentlessly. If that’s you, we’re excited to hear from you. What You’ll Do: Expertly manage complex, ever-changing calendars, including scheduling meetings, appointments, and conferences with high attention to detail and foresight. Coordinate all logistics for travel — flights, hotels, cars — always optimizing for time, cost, and comfort using preferred partners. Keep the CEO’s schedule on track by giving timely cues, launching Zoom meetings when needed, and ensuring awareness of what’s coming next. Collaborate with the Executive Ops team to schedule C-squad and Board meetings and support strategic planning. Own internal meetings and events — ensuring the right people are in the room and new team members are added to Huddles, Town Halls, and other key calendar rhythms without missing a beat. Help plan and execute internal and client events — from small team offsites to client seminars and firmwide meetings. Support executive-level projects including research, presentation prep, and special assignments. Pitch in on personal tasks to remove distractions from the CEO’s bandwidth. Be a warm, responsive, professional point of contact for our Advisors and executive guests. What We Offer: Competitive salary + annual bonus based on company performance. Generous PTO, holidays, and a paid charitable workday. Health, dental, and vision insurance with company stipend. 401(k) with Safe Harbor contribution. Paid parental leave. Company-paid disability and life insurance — plus optional coverages for you and your dependents. Dependent Care and Medical FSAs and HSA. Cell phone reimbursement + Surface Pro + home office setup. Professional development support. Loads of RFG swag! Requirements Who You Are: An organized operator who gets things done — accurately, efficiently, and confidentially. You enjoy solving puzzles, optimizing systems, and perfecting processes. You hold yourself (and others) to high standards. You’re calm under pressure, focused amidst distractions, and serious about deadlines. Reserved and professional, you’re someone people trust with sensitive information. What You Bring: Bachelor's degree preferred. 2-5 years of experience supporting a C-suite executive in a high-growth company or professional services environment. Exceptional planning and time management skills — juggling balls, spinning plates, keeping trains on tracks. Excellent written and verbal communication skills with a keen sense of tone, timing, and tact. Mastery of Microsoft Office Suite and general tech-savviness with scheduling platforms, video conferencing, etc. Discretion, integrity, and professionalism in everything you do. About RFG Advisory At RFG Advisory, we’re building the RIA of the Future, empowering growth-minded Independent Advisors to scale their businesses without compromise. We deliver to our Advisor partners a fully integrated, award-winning platform and a vibrant culture of collaboration, innovation, and execution. We remove friction so Advisors can focus on what matters most: building meaningful relationships and growing enterprise value. From strategic marketing and flexible talent solutions to modern technology, concierge-level Investment Management, and transition support, we deliver everything Advisors need to grow on their terms. But we’re not just here to support Advisors. We take care of each other first. We’re here to empower people like you: smart, passionate, curious A-players who want to do great work with a team that’s got their back. Our culture is high energy, all-in, awesome. We show up with servant heart and growth mindset. We iterate to excellence, lead boldly, and commit to getting 1% better every day. We value action over talk, ideas over hierarchy, and impact over ego. Here, your ideas matter. Your growth matters. And your work contributes to something real. If you’re driven to build, ready to collaborate, and energized by possibility, you’ll fit right in. Let’s build something great, together. www.RFGadvisory.com/awards

Responsibilities

Manage complex calendars and coordinate travel logistics for the CEO. Support executive-level projects and help plan internal and client events.