What are the responsibilities and job description for the Executive Assistant position at AFE Private Wealth?

Job Title : Executive Assistant

Location : Leawood, KS

Type : Full-Time

Industry : Wealth Management & Social Club

About Us :

We’re a fast-growing entrepreneurial company that owns and operates multiple businesses ranging from wealth management services to a social club. Our clients come to us for personalized financial strategies and stay for the exclusive leisure experiences. From managing portfolios to arranging networking events, we do it all with a touch of class and a lot of attention to detail.

Position Summary :

We’re seeking a proactive and organized Executive Assistant to support our ownership team of 2. This role requires someone who can juggle calendars, confidential information, and last-minute changes—all while keeping their cool. You’ll be the right-hand person for our leaders, ensuring that everything runs smoothly both in the boardroom and at the social events.

Key Responsibilities :

Calendar Management : Coordinate and optimize the schedules of C-suite executives, balancing meetings for wealth management and social club operations.
Communication : Handle emails, calls, and correspondence with clients, partners, and staff—responding with professionalism and a dash of personality.
Event Coordination : Assist in planning and executing events ranging from investment seminars to VIP outings.
Document Preparation : Prepare reports, presentations, and meeting agendas with a keen eye for detail and a flair for making spreadsheets look exciting.
Personal Arrangements : Handling of miscellaneous tasks that free up business hours for the partners.
Project Management : Track and follow up on tasks and projects to ensure deadlines are met.
Confidentiality : Manage sensitive information with discretion, guarding financial data and executive plans like a pro.
Special Projects : Jump in where needed, whether it’s researching new investment opportunities or helping coordinate a charity golf tournament.

Qualifications :

Experience : 3 years as an Executive Assistant preferred (but not required); flexible on industry but should be a similarly dynamic industry.

Education : Nothing specified, as the right person is stronger than a specific degree for this position.

Skills :

Exceptional organizational and multitasking abilities.

Strong written and verbal communication skills.

Solid understanding of how to use AI type tools, while also knowing how to humanize the results.

Proficiency in Microsoft Office Suite and project management tools.

Ability to anticipate needs and proactively solve problems.

An understanding of finance and a decent social skillset are both bonuses but not deal-breakers.

Personality : Professional, resourceful, and adaptable—someone who can stay in the lines on compliance, while also knowing how to not be a robot.

Perks & Benefits :

Competitive salary with performance-based bonuses.

Access to social club amenities (because everyone deserves a little luxury).

Health, dental, and vision insurance.

Opportunities for professional development and growth.

A fun, fast-paced work environment where no two days are the same.

How to Apply :

Send your resume and a cover letter that impresses us more than a rare bourbon find to ryan.a@afewealth.com

Join us and help keep our executives—and our clients—at the top of their game!

If you ignored the call to action here and applied only through the linkedin system, no worries, we'll still take a look at you.

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What are the responsibilities and job description for the Executive Assistant position at AFE Private Wealth?

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