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 RoleIEQ Capital is looking for a motivated professional to join our team as an Executive Assistant. The Executive Assistant will provide high-level administrative and organizational support to multiple advisors (2-4 Partners) to help run the Partners’ day-to-day responsibilities. Duties and responsibilities include, but are not limited to the following:
- Heavy calendar management - scheduling meetings, anticipating conflicts, booking conference rooms, ensuring prep materials are available, etc.
- Facilitate all travel arrangements (air, rail, hotel, car service)
- Expense management, inputting all expenses and receipts into our expense management portal
- Perform administrative duties such as photocopying, scanning, printing, binding, mailing, client gifting, setting up rooms for meetings, registering visitors, etc.
- Lead and manage special projects as they arise on behalf of the Partners and/or work on firmwide projects with other members of Executive Support Team
- Anticipate the needs of the Partners and determine the best ways to free up their time.
- 2-5 years of experience supporting multiple executives simultaneously
- Candidate must thrive and be able to keep up with an everchanging, fast paced environment.
- High-level of integrity and intelligence.
- Must be able to think critically, effectively, anticipate issues.
- Must have high attention to detail in all aspects of the role, work quickly and accurately.
- Exceptional organizational and communication skills.
- Good relationship buildings skills both inside and outside of the organization.
- “No task is too small” mentality.
- Bachelor’s degree is required.
The total compensation range for this role, inclusive of base salary and bonus, is $100,000 - $130,000, depending on skills and experience.
What We Do
IEQ Capital is Registered Investment Advisor, with $18B RAUM*, seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, and to generate exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.
*As of 3/31/22; *RAUM as of 12/31/2021 as reported in IEQ Capital’s Form ADV filed in March 2022 totaled $17.8bn.
The content of this website is for general, informational purposes. Nothing contained on this website should be construed as an offer to sell or the solicitation of any offer to buy any security or other financial instrument or product offered or managed by IEQ or any other issuer or company. The provision of this information does not constitute the rendering of investment, consulting, legal, accounting, tax, or other advice or services. Information on this website should not be the basis of or be relied upon for making business, investment or other decisions or used as a substitute for consultation with professional advisors, nor should it be construed as advice, endorsement or recommendation. Special Notice to Non-U.S. Investors: Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.
