Executive Assistant to the President & CEO

Revision Wealth Management Executive Assistant to Leadership (Remote) Overview Revision Wealth Management is seeking an Executive Assistant to support the CEO and President in a role that sits at the center of the firm’s daily operations. This is a high-accountability position for someone who is organized, dependable, and ready to grow within a fast-moving, high-standard environment. You will not simply manage tasks. You will help maintain structure, momentum, and ensure that both leadership and clients are supported with consistency and care. Our clients are business owners, investors, and families building real wealth. The work is detailed, personal, and requires precision. Why This Role Matters You will play a key role in ensuring a high-quality client experience You will step into a position with clear expectations and meaningful room for growth over time What You’ll Be Responsible For Provide direct administrative and operational support to senior leadership Manage complex calendars, priorities, and scheduling with discipline and foresight Coordinate meetings, client touchpoints, and internal workflows Prepare reports, presentations, and written communication with clarity and accuracy Serve as a point of coordination between leadership, advisors, clients, and external partners Handle sensitive financial and client information with discretion and professionalism Maintain clean systems, organized records, and consistent data across platforms Use sound judgment to prioritize tasks and keep operations moving without interruption Who You Are You are structured and detail-oriented You operate with discretion and professionalism You communicate clearly and follow through You manage multiple priorities without losing control You take ownership instead of waiting for direction Why Join Revision Wealth Management This role offers more than day-to-day support. It offers proximity to meaningful work and the opportunity to grow within a firm that values discipline, excellence, and long-term thinking. If you take pride in being the person others can rely on to keep things moving forward, we want to hear from you. Preferred Background Experience in financial services, wealth management, or a professional services firm Strong proficiency in Microsoft Office and CRM systems Experience managing schedules, communications, and executive workflows Ability to handle confidential client and financial information responsibly Schedule Full-time Monday through Friday, occasional weekends pending business needs Remote, with consistent availability during business hours To Apply Submit your resume and a brief note explaining why you are the right fit to the hiring team.