About Us: The Amplify platform is a unified wealth management ecosystem focused on maximizing efficiency, improving client outcomes and driving growth for the enterprise and advisor. Amplify automates and integrates the daily functions of a wealth management practice onto a single pane of glass. The platform combines a customizable chassis with experienced integration consultants and a hands-on support team to provide an integrated, scalable solution for RIAs, broker-dealers/OSJs, and multi-family offices. Amplify provides seamless digital capability around client onboarding, an institutional model marketplace, true UMA trading, and client lifecycle tracking, as well as integrated surveillance, billing, analytics, and reporting. Intuitive dashboarding for all firm stakeholders is driven through visibility funnels that provide clarity for daily business functions, quickly. Amplify is the RIA Operating System (ROS). The platform's cloud-based, multi-custodial framework makes it the ideal all-in-one platform for growth-minded wealth management enterprises. Amplify is headquartered in Scottsdale, Arizona
Job Description: Executive Administrative Assistant to Chief Growth Officer and Sr. Director of Operations & Client Service
Position Overview:
We are seeking a highly organized and proactive Executive Administrative Assistant to support the Chief Growth Officer (CGO) and Senior Director of Operations & Client Service at our fast-growing wealth tech company. The ideal candidate will play a critical role in supporting day-to-day operations, business development initiatives, client service, and various revenue-generating activities. This role requires exceptional multitasking skills, attention to detail, and the ability to work in a fast-paced environment.
Key Responsibilities:
1. Calendar & Schedule Management:
- Manage and coordinate complex schedules for the CGO and Sr. Director, including meetings, appointments, and travel arrangements.
- Ensure all scheduling conflicts are resolved and meetings are effectively prioritized.
- Prepare meeting agendas, take minutes, and follow up on action items as required.
2. Business Development Support:
- Assist in the coordination of business development initiatives, including market research, client outreach, and lead tracking.
- Support the preparation of presentations, proposals, and reports for client pitches and internal meetings.
- Facilitate communication between the business development team and other departments to streamline processes and follow-up.
3. Client Service & Operations:
- Assist in managing all aspects impacting both new and existing clients, ensuring timely follow-up and problem resolution.
- Support client onboarding and provide administrative assistance during client service engagements.
- Collaborate with marketing on organizing client visits, events, and meetings, ensuring all details are managed effectively.
4. Marketing & Event Support:
- Work with the marketing team to coordinate logistics for client events, conferences, and on-site visits.
- Help with the development of client-facing materials and presentations for events and meetings.
- Maintain and update client and event-related data as needed.
5. Expense Management:
- Manage expense reports for the CGO, Sr. Director, and other relevant team members, ensuring timely submission and approval.
- Track and reconcile expenses related to business travel, client events, and marketing initiatives.
6. Data Entry & Reporting:
- Provide data entry and reporting support for various business development, operations, and client service activities.
- Maintain accurate and up-to-date records in CRM systems and other databases.
7. Contract Management Support:
- Assist with contract management and coordination across revenue areas, ensuring proper documentation and timely approvals.
- Support the creation, review, and tracking of client and vendor contracts, in collaboration with the legal team if necessary.
Qualifications:
- Proven experience as an executive assistant, preferably supporting senior executives in a high-growth, fast-paced environment.
- Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
- Excellent communication and interpersonal skills, both written and verbal.
- High proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM software (Salesforce or similar) is a plus.
- Ability to maintain confidentiality and handle sensitive information with discretion.
- Experience in wealth tech, financial services, or a related industry is preferred but not required.
Personal Attributes:
- Proactive problem-solver with a keen eye for detail.
- Ability to thrive in a dynamic, fast-paced environment with minimal supervision.
- Strong team player with a collaborative mindset.
- High degree of professionalism and client-focused attitude.
This role is perfect for someone who enjoys working at the intersection of business development, client service, and operations, and is looking to contribute to a company's growth trajectory.