Executive Assistant

GV Financial Atlanta , GA 30301

Posted 4 weeks ago


POSITION: Executive Assistant

LOCATION: Atlanta, Georgia

Are you a logistics genius who loves nothing more than making sure busy executives are where theyre supposed to be, when theyre supposed to be there, prepped and ready for go-time? If so, we are looking for you!

We are JOYN, and we enjoy living on the edge the cutting edge of the financial services industry. Weve invested a decade in developing a new wealth management model Behavioral Wealth Management. This model recognizes that money matters; its just not all that matters. Our mission is to change the way America thinks about money.

As they work towards achieving our mission, our executives need the support of gifted administrative assistants, preferably those who have advanced degrees in cat herding (if youve not seen that YouTube video, its time to watch it!).

If youd like to play a vital role in an organization that is focused on purpose-driven goals, wed love to hear from you!


Support key executives, handling the administrative functions and removing unnecessary distractions from their day-to-day efforts.


  • Develop and implement reporting methodology for ensuring executive is kept informed daily regarding high priority / time sensitive items.

  • Effectively manage executive calendaring in Outlook, including:

  • Ensuring internal meetings are scheduled same day as requested

  • External meetings are scheduled within one week of being requested

  • Executives calendar preferences are consistently observed

  • Remove all clerical duties from executives desk, by handling all photocopying, lunch ordering, travel logistics, filing, etc.

  • Collaborate with team members, keeping others informed about the status of tasks and projects.

  • Maintain compliance with regulatory requirements (applicable to EAs supporting client-facing executives)

  • Support the larger JOYN team by participating in corporate projects and handling front desk responsibilities, as needed.

  • Within the first 90 days, take over full management of Executives Email and Calendar


  • Attention to Detail

  • Accountability

  • Organization / Time Management

  • Sense of Urgency

  • Relationship management, including ability to:

o Work with various personality types, work and management styles

o Establish and maintain trust with team members

  • Strong written and verbal communication skills

  • Ability to maintain composure during stressful situations

  • Ability to adjust and flow to the work

  • Proficiency in wide range of technologies, software programs, etc.

  • Ability to Manage Up


  • Achievement Motivation Demonstrates a strong desire to succeed, a focus on goals and a spirit of constructive competitiveness

  • Honesty / Integrity

  • Does not cut corners ethically. Earns trust and maintains confidences. Does what is right, not just what is politically expedient. Speaks plainly and truthfully.
  • Communicating Effectively Seeks first to understand, then to be understood. Listens intentionally & clarifies understanding. Presents information in a crisp, easily understood manner with the intended audience in mind.

  • Demonstrating Adaptability Demonstrates a positive, can-do attitude in response to stressful situations. Embraces change and acts as change champion for teammates and organization.

  • Proactivity Acts without being told what to do. Brings new ideas to the company. Looks for ways to be of assistance to team members when their workload is heavy.

  • Personal Credibility

  • Demonstrates concern that one be perceived as responsible, reliable, and trustworthy. Does what he or she commits to doing. Carries fair share of the workload. Takes responsibility for own mistakes. Conveys command of relevant facts and information.
  • Teamwork
  • Understands the importance of achieving team goals and contributes/initiates solutions. Demonstrates a cooperative spirit and contributes to a positive and supportive work environment. Supportive of team decisions and trusted by others.
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