Administrative Assistant

Administrative Assistant

IEQ Capital is Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, employee-owned company, adhering to the fiduciary standard to put our clients' interests first. As an employee-owned firm, we focus our efforts on helping clients meet their financial goals, without the distractions and limitations that can arise within much larger organizations. We will continue to originate ideas that capitalize on market opportunities, pool assets to drive cost-savings, and materially co-invest alongside our clients.

The Role

IEQ Capital is seeking a proactive and detail-oriented Administrative Assistant to join our high-performing Executive Support Team. This newly created position is designed to enhance the productivity and capacity of our Executive Assistants (EAs) by providing direct support across a variety of administrative and operational tasks. This is an excellent opportunity for a motivated, resourceful professional to develop their administrative skills while learning from an experienced team supporting senior executives.

The Administrative Assistant will work closely with the Executive Assistants and the broader executive team to ensure seamless day-to-day operations. Responsibilities include, but are not limited to :

• Assist with ordering, tracking, and managing client and executive gifts.
• Prepare, submit, and track expense reports and reimbursements for executives.
• Set up conference rooms, manage catering, print meeting materials, and ensure all logistics are in place.
• Handle mail, printing, shipping, and office supply needs in coordination with administrative staff.
• Research travel and restaurant options, compile itineraries, and assist with bookings as directed by EAs.
• Answer calls, relay messages, and assist in managing executive correspondence.
• Support executives and EAs with occasional personal or ad hoc tasks as needed.
• Help with special projects and administrative initiatives to streamline workflows and enhance efficiency across the team.

Qualifications

The salary range for this role, inclusive of base and bonus, is $90,000 - $100,000, depending on skills and experience.