Senior Executive Assistant, Chief of Staff

Waverly Advisors, LLC

$70K — $95K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree required.
  • 5+ years in office administration, with at least 3 as an Executive Assistant.
  • Exceptional communication and interpersonal skills.
  • Strong organizational abilities.
  • Familiar with small business recordkeeping and basic accounting practices.
  • Proficient in MS Office, with high-level strategic thinking and problem-solving skills.
  • Ability to lead cross-functional teams without direct authority.

Responsibilities

  • Support the Regional Director in defining and tracking KPIs for the region.
  • Provide strategic insights to guide business decisions and identify opportunities.
  • Lead cross-departmental projects and initiatives within the region.
  • Identify and resolve operational bottlenecks affecting performance.
  • Synthesize information and draft reports for internal stakeholders.
  • Manage the Regional Director's calendar and meeting logistics as a strategic gatekeeper.
  • Coordinate office communications, manage supplies, and supervise office culture events.

Benefits

  • Comprehensive Health, Dental, and Vision coverage.
  • 401(k) plan with matching and profit sharing.
  • Twelve paid holidays annually.
  • Bonus vacation day during birthday week.
  • Unlimited personal leave under Responsible Time Off Policy.
  • Paid four-week sabbatical after seven years of service.
Full Job Description
We are seeking a Senior Executive Assistant, Chief of Staff to join our team in Seattle, WA. The ideal candidate will provide executive-level administrative, operational, and business support for the Seattle office and Regional Director, ensuring smooth day-to-day operations, strong internal coordination, and a high-quality client and employee experience. Responsibilities: Regional/Location-Level Chief of Staff Support Strategic Support & Advising • Serve as a trusted thought partner to the Regional Director, helping define and track key performance indicators (KPIs) for the location/region. • Provide insight on regional business opportunities, risks, and priorities to support effective decision-making. Operations & Execution • Lead and coordinate cross-functional projects and initiatives within the location/region, particularly those that span multiple departments. • Identify and help resolve operational bottlenecks impacting regional performance. Communications & Coordination • Synthesize and filter information relevant to the location/region, and draft communications, reports, and presentations for internal stakeholders. • Represent the Regional Director in meetings as needed, ensuring alignment and follow-through across regional teams. Executive & Regional Director Support • Manage the Regional Director's calendar, priorities, and meeting logistics, serving as strategic gatekeeper. • Coordinate internal and external meetings, prepare materials, confirm logistics, and ensure timely delivery of reports. • Oversee team members to ensure timely delivery of all presentations, proposal and review serving as Chief of Staff. • Assist with travel planning, itineraries, agendas, and expense reporting. Office & Operations Management • Oversee front desk operations, phone coverage, mail, office supplies, kitchen needs, and building management. • Manage office-wide communications, firm calendars, and meeting coordination. • Support office culture initiatives and events, leveraging office assistant support as needed. Advisor & Business Support • Assist Advisors with service requests, CRM updates, production tracking, reporting, and information requests. • Support RFPs, presentations, rankings submissions, webinars, and advertising coordination. Meetings, Events & Marketing • Plan and execute client meetings, board meetings, sponsorships, webinars, and firm events. • Support firm marketing and rebranding initiatives, including website updates, social media, print assets, and content distribution. Financial & Budgetary Support • Support AP/AR, billing and expense reconciliations, aging reports, 1099 preparation, and audit support. • Assist with annual budgeting, financial tracking, and advisor T&E allocations • Support compensation planning, bonuses, and performance review coordination. Human Resources Administration • Serve as on-site HR liaison supporting home office policies and RTO compliance. • Help forecast hiring needs and coordinate new hire logistics. • Manage Seattle team RTO/WFH scheduling and coverage. Technology & Vendor Management • Coordinate technology assessments, vendor relationships, implementations, and troubleshooting. • Manage vendor contracts, renewals, and evaluations. • Oversee annual insurance and license renewals. Qualifications: • Education: Bachelor's Degree. • Experience: Minimum of 5 years of experience in office administration with proven track record providing excellent service, 3 years minimum as an Executive Assistant. • Outstanding communication and interpersonal abilities. • Excellent organizational skills. • Knowledge of small business recordkeeping. • Familiarity with office management procedures and basic accounting principles, proficiency in MS Office. • Strategic Mindset: High-level problem-solving and critical-thinking skills. • Cross-functional Leadership: Ability to manage and influence without direct authority across various departments. Travel: • No travel is required. Physical Requirements: • Prolonged periods of sitting at a desk and working on a computer. • Must be able to lift 15 pounds at times. • Must be able to access and navigate each department at the organization's facilities. Benefits: • Comprehensive Health, Dental, and Vision coverage to support your overall well-being. • 401(k) retirement plan with match and profit sharing to help you invest in your future. • Twelve paid holidays each year. • An extra vacation day during your birthday week-so you can celebrate you! • Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs. • Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service. • Compensation commensurate with experience.

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