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Aspyre Wealth Partners® Linkedin · Posted 28d ago

Executive Administrative Assistant

Overland Park, Kansas, United States

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About Aspyre Wealth Partners

Aspyre Wealth Partners is a relationship-driven financial planning firm dedicated to helping individuals and families align their wealth with their life goals. We deliver clarity, confidence, and direction through every stage of life. We are seeking a polished, proactive Executive Administrative Assistant to support our CEO, COO, and Operations team.


The Role

As Executive Administrative Assistant, you will serve as a trusted partner to senior leadership, ensuring seamless executive support, clear communication, and efficient office operations. This role requires exceptional discretion, organization, follow-through, and comfort working in a fast-paced, client-focused environment.


Key Responsibilities

  • Manage executive calendars, scheduling, travel, and meeting logistics
  • Prepare agendas, presentations, materials, and follow-up items
  • Act as primary liaison between executives and internal/external stakeholders
  • Coordinate client and leadership meetings, including financial review scheduling
  • Support firm-wide projects, initiatives, recruiting, and onboarding
  • Maintain office operations, front-desk coverage, and meeting readiness
  • Manage licenses, continuing education tracking, and administrative workflows
  • Maintain digital records, utilize CRM/scheduling tools, and assist with light reporting


Qualifications

  • 5+ years of executive-level administrative support experience
  • Exceptional follow-through and organizational skills
  • Excellent verbal and written communication abilities
  • Strong attention to detail with the ability to manage multiple priorities
  • Proficiency in Microsoft Office Suite, Zoom, and modern productivity tools
  • Ability to work with urgency, discretion, and professionalism
  • Experience handling sensitive information and supporting high-net-worth clients
  • Positive, client-focused mindset with a strong team-oriented approach


Preferred Experience

  • Background in financial planning, wealth management, or professional services
  • Experience supporting senior executives, boards, or leadership teams
  • Familiarity with industry platforms such as Redtail, Salesforce, eMoney, or Orion


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