Job details

Executive Assistant

About Root.

As one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial goals and we've assembled a world-class team of exceptional advisors and operations professionals committed to achieving this mission.

What we’re looking for.

We are seeking a highly motivated and experienced Executive Assistant to provide comprehensive support to our CEO. The ideal Executive Assistant loves maintaining order, anticipating needs, and supporting others in the pursuit of our mission. This person will be fully dedicated to supporting Root’s CEO so that he can focus fully on team development and Root’s media strategy.

What you’ll do.

Manage calendars, inboxes, schedules, and travel arrangements.
Prepare and organize documents for meetings and presentations.
Take minutes at meetings.
Coordinate and manage logistics for events and conferences.
Handle confidential information with discretion.
Keep the CEO accountable for commitments.
Assist with the planning and execution of special projects, typically media-related.
Track project progress and deadlines.
Prepare reports and presentations.
Provide administrative support to other team members as needed.
Assist with onboarding and training new employees.
Manage office communications and correspondence.

Skills you’ll need.

Exceptional organizational and time management skills.
Strong attention to detail and accuracy.
Excellent written and verbal communication skills.
Proficient in Google Workspace.
Ability to work independently and as part of a team.
Proactive and resourceful problem-solving abilities.
Ability to maintain confidentiality and discretion.
Positive and professional demeanor.

Benefits we offer.

Unlimited PTO
Medical, Dental, Vision, and Disability insurance
5% 401(k) Match
Paid maternity leave
Paid paternity leave

Average salary estimate

$70000 / YEARLY (est.)

min

max

$60000K

$80000K

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What You Should Know About Executive Assistant, Root Financial

Join Root Financial as an Executive Assistant and become an essential pillar in our mission to help people achieve their financial goals! Based in the beautiful Encinitas, you will have the unique opportunity to provide comprehensive support to our CEO, enabling him to focus on team development and our innovative media strategies. In this role, you will manage daily schedules, organize important meetings, and coordinate travel, ensuring everything runs smoothly, while also preparing vital documents and taking minutes during meetings. You will be trusted with handling confidential information with the utmost discretion and keeping the CEO accountable for commitments. Your proactive approach and exceptional organizational skills will shine as you assist with special projects, manage office communications, and even contribute to the onboarding of new team members. At Root, we believe in a human-first approach, so you’ll find a work environment that values teamwork and offers unlimited PTO, robust insurance options, and a generous 401(k) match. If you’re passionate about supporting others and want to be part of a trailblazing financial firm, we would love to hear from you!

Frequently Asked Questions (FAQs) for Executive Assistant Role at Root Financial

What are the primary responsibilities of an Executive Assistant at Root Financial?

As an Executive Assistant at Root Financial, you will be responsible for managing the CEO's calendar, handling travel arrangements, preparing documents for meetings, taking minutes, coordinating events, and assisting with special projects. You'll be the backbone of our operations, helping the CEO focus on his core responsibilities.