Job Description

We’re Hiring:

Executive Assistant

Balentine is seeking a seasoned, poised, and professional Executive Assistant (EA) to support the Chairman, CFO, and CIO. This EA role is part of a growing, fast-paced team in our Atlanta headquarters. By providing critical support to key personnel, this person plays a significant role in the organization's success and well-being, as well as its presence in the larger business community in Atlanta.

The successful candidate will serve as a trusted partner, providing seamless day-to-day support, managing competing priorities, and helping create a smooth and professional experience for both internal and external stakeholders.

Responsibilities

This is a high-responsibility support role for senior executives. The ideal candidate is proactive, detail-oriented, and exercises sound judgment, discretion, and professionalism at all times. We expect this person to, with training, perform the following responsibilities:

Executive Support

o Provide comprehensive administrative support to the Chairman, CFO, and CIO

oManage complex calendars, including scheduling internal and external meetings and resolving conflicts

oCoordinate all meeting logistics, including agendas, materials, and follow-ups

oArrange and manage detailed travel itineraries

oPrepare polished materials and ensure all deliverables meet firm standards

oTrack and manage corporate and personal expense reporting with accuracy and timeliness

oServe as a gatekeeper by prioritizing requests and managing inbound communications

oMaintain organized records and documentation for ease of access and continuity

oAct as a liaison between executives and IT as needed

CEO Support (Backup)

oProvide supplemental support to the CEO’s Executive Assistant as needed, including scheduling and expense reporting

Events & Meetings

oSupport the planning and execution of client events and internal meetings

oCoordinate logistics and provide on-site support when needed

oPartner with internal teams to ensure a high-quality, professional experience

Coordination & Execution

oTrack action items and ensure timely follow-up on deliverables

oAssist in coordinating projects and initiatives as directed by executives

oManage competing priorities with a strong sense of urgency and attention to detail

Collaboration & Relationship Management

oBuild and maintain strong relationships with internal teams, clients, and external partners

oFacilitate clear and professional communication across stakeholders

oProvide thoughtful, responsive support that reflects the firm’s standards and values

Additional Support

oAssist with administrative needs across the broader team as required

oProvide backup coverage for other administrative roles when needed

oContribute to a collaborative, team-first environment

Qualifications

o5–10 years of experience supporting senior executives in a professional environment

oProven ability to manage multiple priorities with discretion and sound judgment

oStrong organizational skills and exceptional attention to detail

oExcellent written and verbal communication skills

o Ability to operate with a high degree of professionalism, confidentiality, and reliability

o Advance knowledge of Outlook and an expert at calendaring

o Experience with Concur or similar expense reporting software; familiarity with Salesforce

o Experience in an RIA or financial services and supporting a Board of Directors, a plus

Core Competencies

Professionalism & Discretion

oMaintains the highest level of confidentiality and judgment

oRepresents executives and the firm with polish and professionalism

Interpersonal Effectiveness

oBuilds strong relationships and communicates with clarity and confidence

oNavigates interactions with emotional intelligence and awareness

Organization & Execution

oEffectively manages time, priorities, and deliverables

oConsistently produces accurate, high-quality work

Composure & Adaptability

oRemains calm and solutions-oriented in a fast-paced environment

oAdjusts quickly to changing priorities and demands

Dependability

oReliable, responsive, and consistently prepared

oFollows through on commitments with a strong sense of ownership

Compensation

Balentine offers a competitive compensation package, including base salary and benefits.

Balentine LLC is a boutique wealth management firm with approximately $8B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by, and continues to attract, a world-class team of driven and dedicated individuals. At Balentine, everything we do prioritizes our clients and employees. We have assembled an exceptional team that values relationships as well as results and have created an environment where motivated people flourish.

Balentine’s culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do.