Executive Assistant

This is a high-responsibility support role for senior executives. The ideal candidate is proactive, detail-oriented, and exercises sound judgment, discretion, and professionalism at all times. We expect this person to, with training, perform the following responsibilities:

o Provide comprehensive administrative support to the Chairman, CFO, and CIO

o   Manage complex calendars, including scheduling internal and external meetings and resolving conflicts

o   Coordinate all meeting logistics, including agendas, materials, and follow-ups

o   Arrange and manage detailed travel itineraries

o   Prepare polished materials and ensure all deliverables meet firm standards

o   Track and manage corporate and personal expense reporting with accuracy and timeliness

o   Serve as a gatekeeper by prioritizing requests and managing inbound communications

o   Maintain organized records and documentation for ease of access and continuity

o   Act as a liaison between executives and IT as needed

o   Provide supplemental support to the CEO’s Executive Assistant as needed, including scheduling and expense reporting

o   Support the planning and execution of client events and internal meetings

o   Coordinate logistics and provide on-site support when needed

o   Partner with internal teams to ensure a high-quality, professional experience

o   Track action items and ensure timely follow-up on deliverables

o   Assist in coordinating projects and initiatives as directed by executives

o   Manage competing priorities with a strong sense of urgency and attention to detail

o   Build and maintain strong relationships with internal teams, clients, and external partners

o   Facilitate clear and professional communication across stakeholders

o   Provide thoughtful, responsive support that reflects the firm’s standards and values

o  Assist with administrative needs across the broader team as required

o    Provide backup coverage for other administrative roles when needed

o    Contribute to a collaborative, team-first environment

o   Bachelor's Degree

o   5–10 years of experience supporting senior executives in a professional environment

o    Proven ability to manage multiple priorities with discretion and sound judgment

o    Strong organizational skills and exceptional attention to detail

o    Excellent written and verbal communication skills

o   Ability to operate with a high degree of professionalism, confidentiality, and reliability

o Advance knowledge of Outlook and an expert at calendaring

o Experience with Concur or similar expense reporting software; familiarity with Salesforce

o Experience in an RIA or financial services and supporting a Board of Directors, a plus

  Professionalism & Discretion

o   Maintains the highest level of confidentiality and judgment

o   Represents executives and the firm with polish and professionalism

   Interpersonal Effectiveness

o   Builds strong relationships and communicates with clarity and confidence

o   Navigates interactions with emotional intelligence and awareness

   Organization & Execution

o   Effectively manages time, priorities, and deliverables

o   Consistently produces accurate, high-quality work

   Composure & Adaptability

o   Remains calm and solutions-oriented in a fast-paced environment

o   Adjusts quickly to changing priorities and demands

   Dependability

o   Reliable, responsive, and consistently prepared

o   Follows through on commitments with a strong sense of ownership

Balentine LLC is a boutique wealth management firm with approximately $8B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by, and continues to attract, a world-class team of driven and dedicated individuals. At Balentine, everything we do prioritizes our clients and employees. We have assembled an exceptional team that values relationships as well as results and have created an environment where motivated people flourish.

Balentine’s culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do.