Company Description:
Infinite Heights Wealth Management is a planning focused firm in Portland, OR with a focus on holistic planning for women leaders, entrepreneurs, and business owners. Our mission is to help people live extraordinary lives and to live with a sense of purpose and possibility. We are committed to giving that same energy to our team and to fostering an authentic, loving, and inspiring community and culture.
Job Description:
We’re seeking a dynamic Executive Assistant to support our CEO and team in all aspects of operations, client experience, and firm culture. This role blends traditional executive support with office management, HR coordination, and marketing assistance. The ideal candidate is resourceful, proactive, and thrives in a fast-paced, service-oriented environment.
Key Responsibilities:
- Provide high-level administrative support to the CEO, including calendar and inbox management, meeting preparation, travel coordination, and project follow-up.
- Act as the first point of contact for clients and visitors — greeting guests, managing phones, and ensuring the front office reflects the firm’s brand and hospitality standards.
- Manage daily office operations: order coffee and supplies, organize the file room, coordinate mail and deliveries, and maintain clean, functional shared spaces.
- Support HR and payroll processes, including onboarding new team members, benefits administration, and maintaining compliance records.
- Assist with social media scheduling, event logistics, and content coordination in partnership with the marketing team.
- Prepare client meeting materials, update CRM records, and assist with administrative follow-up.
- Coordinate internal team meetings, retreats, and firm events to foster a strong, connected culture.
- Handle occasional personal assistant tasks and ad-hoc projects for the CEO.
Qualifications
- 3+ years of experience as an Executive Assistant, Office Manager, or in a similar administrative role.
- Exceptional organizational skills and attention to detail with the ability to manage multiple priorities.
- Professional, polished communication — both written and verbal.
- Tech-savvy with proficiency in CRM systems; familiarity with social media tools preferred.
- Trustworthy, discreet, and capable of maintaining confidentiality.
- A positive, flexible, “no-task-too-small” mindset with genuine enthusiasm for contributing to a high-touch client experience.
- Must successfully complete a background check prior to employment.
Details
- This role is in-office, Monday through Friday.
- Compensation based on experience.
- Performance-Based Bonus Incentive.
- This role is ideal for a growth-oriented professional who wants to align with a mission-driven firm and make a lasting impact on clients’ financial well-being. If you are ready to elevate your career and be part of an inspiring and collaborative team, we invite you to apply.
