Executive Assistant to the CEO at Grimes & Company Wealth Management, LLC

Westborough, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Jul, 26

Salary

100000.0

Posted On

10 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Calendar management, Travel coordination, Executive support, Communication, Strategic planning, Project management, Microsoft Office Suite, Outlook, Excel, PowerPoint, Word, Discretion, Time management, Multitasking, Interpersonal skills, Board governance

Industry

Investment Management

Description

Description Grimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts with satellite offices and employees strategically located across the U.S. As our firm continues to grow, we are looking to add an experienced Executive Assistant to our dynamic and client-focused team. Recently named one of the 2025 Best RIAs to Work For, this is an exciting opportunity to join a trusted and expanding organization dedicated to helping high-net-worth individuals and families achieve their financial goals. About the Role The Executive Assistant to the CEO provides high-level administrative, organizational, and strategic support to ensure the smooth and efficient operation of the CEO’s office. This role requires exceptional discretion, sound judgment, and professionalism, serving as a trusted partner in managing priorities, coordinating communications, and supporting executive decision-making in a fast-paced, confidential environment. In addition, this individual will provide support to members of the broader C-suite as needed. This is a hybrid position with the candidate expected to report to our headquarters in Westborough, MA. Key Responsibilities Manage the CEO’s calendar, scheduling meetings, appointments, and travel with accuracy and foresight. Serve as the primary point of contact between the CEO and internal and external stakeholders. Prepare, review and edit correspondence, reports, presentations, and briefing materials. Screen, prioritize, and respond to emails, calls, and requests on behalf of the CEO. Coordinate executive meetings, board meetings, and leadership sessions, including agendas, materials, logistics, and follow-up. Track action items, deadlines, and deliverables to ensure timely completion. Support special projects and strategic initiatives as assigned by the CEO. Maintain organized digital and physical filing systems. Assist with expense reporting, budget tracking and vendor coordination. Handle confidential and sensitive information with the highest level of discretion. Represent the CEO professionally and diplomatically in all interactions. Requirements 5+ years of experience as an Executive Assistant supporting a CEO or senior executive in a fast-paced or high-growth environment required. Bachelor’s degree preferred. Familiarity with board governance and executive-level operations. Exceptional organizational, time-management, and multitasking skills. Strong written and verbal communication. High level of discretion, integrity, and professionalism. Expertise in Microsoft office suite, with particular attention to Outlook, Excel, PowerPoint, and Word. Strong interpersonal skills. Possess a high degree of poise, judgment, discretion, empathy and professionalism. Benefits We offer a comprehensive benefits package including: 401(k) retirement plan with 6% match Health insurance Dental insurance Vision insurance Flexible spending accounts Health savings account Life insurance Disability insurance Paid time off Parental leave Flexible hybrid work schedule Why Join Us? Growth Opportunities: We invest in the professional development of our team members, offering training and career advancement pathways. Collaborative Culture: Work in a supportive and innovative environment where your contributions are valued and recognized. Competitive Compensation: Enjoy a comprehensive compensation package that rewards your expertise and dedication. If you are a highly motivated and results-driven professional ready to make a meaningful impact, we encourage you to apply. Join us in shaping the future of Grimes and in delivering an unparalleled experience to our clients!

Responsibilities

The Executive Assistant provides high-level administrative and strategic support to the CEO and broader C-suite to ensure efficient office operations. Responsibilities include managing calendars, coordinating communications, preparing reports, and overseeing executive meetings and special projects.