Question
5-10

Executive Assistant

1/16/2026

The Executive Assistant will manage complex calendars, coordinate meetings, and assist with special projects for senior executives. This role requires handling sensitive information with confidentiality and integrity.

Working Hours

40 hours/week

Company Size

11-50 employees

Language

English

Visa Sponsorship

No

About The Company
KerberRose Wealth Management delivers trusted advice to guide families and business owners toward financial freedom. We are small enough to provide personal, hands-on counsel, yet large enough to serve each individual’s financial needs. By working closely with our valued clients, we are able to combine intelligent financial life advice with a unique tax-advantaged wealth planning process. Customized wealth management solutions help our clients identify what is important to them and then create a plan to achieve success. KerberRose Wealth Management's group retirement plan division, KerberRose Retirement Plan Services, is focused on delivering superior retirement plan consulting services. KerberRose Retirement Plan Services assists plan sponsors in the areas of plan design, benchmarking, investment advice, fiduciary compliance and participant outcomes. KerberRose Wealth Management, LLC is a Registered Investment Advisor. Certain representatives of KerberRose Wealth Management, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. KerberRose Wealth Management, LLC is not owned or operated APW Capital, Inc. Financial Planning and Investment Advisory Services are offered through KerberRose Wealth Management, LLC. Check the background of this firm on FINRA's BrokerCheck.
About the Role

Description

The Executive Assistant will provide high-level administrative support to the Managing Shareholder (CEO), Chief Operating Officer (COO), Chief Financial Officer (CFO), and Director of Tax Services. This role requires exceptional organizational skills, attention to detail, discretion, and the ability to manage multiple priorities in a fast-paced, dynamic environment. The ideal candidate will demonstrate professionalism, initiative, and a proactive approach to problem-solving.


Key Responsibilities

  • Calendar and Schedule Management: Coordinate and manage complex calendars, including scheduling meetings, appointments, and travel for the CEO, COO, CFO, and Director of Tax Services. Ensure all schedules are optimized and conflicts are resolved promptly.
  • Communication Liaison: Draft, proofread, and edit correspondence, firmwide emails, and communications on behave of executives and the Director of Tax Services. Maintain confidential files and records with accuracy and discretion.
  • Meeting Coordination: Organize and prepare materials for meetings, including agendas, presentations, and follow-up actions. Record and distribute meeting minutes as required.
  • Project Support: Assist with special projects, research, and analysis as directed by the CEO, COO, CFO, and Director of Tax Services.
  • Confidentiality: Handle sensitive information with a high level of confidentiality and integrity.

Requirements

  • Bachelor’s degree preferred; equivalent experience considered.
  • Minimum of 5 years’ experience as an Executive Assistant or in a similar administrative support role.
  • Excellent verbal and written communication skills.
  • Advanced proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and virtual meeting tools.
  • Strong organizational and time management abilities; attention to detail is essential.
  • Ability to manage multiple priorities and adapt to changing needs.
  • Demonstrated professionalism, discretion, and judgment.
  • Experience supporting multiple senior executives is highly desirable.

Preferred Attributes

  • Proactive and resourceful problem-solver.
  • Ability to work independently and as part of a collaborative team.
  • Strong interpersonal skills and a positive, service-oriented attitude.
  • Experience in finance, tax, or professional services environments is a plus.

Working Conditions

This position is based in a professional office environment. Occasional overtime and flexibility in working hours may be required to support executive needs.

Key Skills
Organizational SkillsAttention To DetailDiscretionCommunication SkillsCalendar ManagementMeeting CoordinationProject SupportConfidentialityMicrosoft Office SuiteTime ManagementProblem-SolvingProfessionalismJudgmentInterpersonal SkillsService-Oriented Attitude
Categories
AdministrativeManagement & LeadershipFinance & Accounting
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