Stone Press Financial Group

Executive Assistant to the CEO

Stone Press Financial Group  •  $65k/yr  •  Charlotte, NC (Remote)  •  4 hours ago
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Job Description

Executive Assistant to the CEO
Stone Press Financial Group
Charlotte, NC Hybrid Schedule

Stone Press Financial Group is seeking a highly organized, proactive, and polished Executive Assistant to directly support executive leadership in a fast-paced and growing financial services environment. This role is ideal for a professional who thrives in executive-level support, anticipates needs before they arise, and enjoys being a strategic partner to leadership operations.

This is a hybrid position based in our Charlotte office, requiring in-office attendance three days per week with two flexible remote workdays.

Compensation & Benefits
• Salary Range: $65,000–$75,000 annually
• Medical Insurance
• Retirement Benefits
• Ancillary Benefits
• Hybrid/Flexible Work Schedule
• Professional Growth Opportunities

The Executive Assistant to the CEO will serve as a key operational and administrative partner to executive leadership, supporting scheduling, communication, meeting preparation, office coordination, and leadership initiatives. The ideal candidate demonstrates professionalism, discretion, strong communication skills, and the ability to manage multiple priorities with excellence.

Key Responsibilities
• Manage and maintain executive calendars, appointments, and scheduling priorities
• Coordinate executive meetings, Zoom calls, leadership events, and boardroom logistics
• Prepare meeting materials, presentations, agendas, and follow-up items
• Assist with executive communications and correspondence on behalf of leadership
• Coordinate travel arrangements, itineraries, and executive scheduling needs
• Support office operations, client hospitality, and executive event coordination
• Maintain confidentiality regarding sensitive business and personnel matters
• Serve as a professional point of contact for clients, advisors, vendors, and leadership partners
• Assist with onboarding coordination, operational support, and special projects
• Help maintain organization across executive priorities, internal systems, and administrative processes

Qualifications
• 3+ years of executive assistant or high-level administrative experience preferred
• Experience supporting C-suite or senior leadership strongly preferred
• Strong organizational and time management skills
• Excellent written and verbal communication abilities
• Ability to manage competing priorities in a fast-paced environment
• High level of professionalism, discretion, and confidentiality
• Proficiency in Microsoft Office, Zoom, Calendly, Canva, scheduling platforms, and administrative systems
• Financial services or professional office experience preferred but not required

Preferred Traits
• Detail-oriented and highly organized
• Resourceful and proactive problem solver
• Strong follow-through and sense of urgency
• Positive attitude with a team-first mindset
• Professional presence and polished communication
• Ability to work independently while supporting executive leadership initiatives

If you are looking to join a growing organization where your work directly impacts executive leadership, operations, and client experience, we would love to connect with you.
To apply, please submit your resume and professional contact information.

Stone Press Financial Group

About Stone Press Financial Group

At Stone Press Financial Group, our mission is to help people achieve their greatest potential, and we do that by creating strategic opportunities for growth. We help our clients potentially maximize their wealth by showing them how and when to implement the right strategies that help them create the lives they want to live. And as advisors, we collaborate, educate, and challenge each other, cultivating a transformative environment where everyone—advisors, clients, and their communities—wins.

Please visit our new office location:

1515 Mockingbird Lane

Suite 800

Charlotte, NC 28209

Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC. 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209 (704) 554-6404. Stone Press Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.

National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. Legal and tax advice are not offered. Please consult your advisors prior to implementing strategies to determine how they may affect your personal situation. TC136738(1023)3

Industry
Finance & Insurance
Company Size
11-50 employees
Headquarters
Charlotte, North Carolina
Year Founded
Unknown
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