Administrative Assistant

Who are we? 

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: 

• Client Support & Gifting: Assist with ordering, tracking, and managing client and executive gifts.
• Expense Management: Prepare, submit, and track expense reports and reimbursements for executives.
• Meeting & Event Preparation: Set up conference rooms, manage catering, print meeting materials, and ensure all logistics are in place.
• Printing, Shipping, & Supplies: Handle mail, printing, shipping, and office supply needs in coordination with administrative staff.
• Travel & Dining Coordination: Research travel and restaurant options, compile itineraries, and assist with bookings as directed by EAs.
• Personal Task Assistance: Support executives and EAs with occasional personal or ad hoc tasks as needed.
• Project Support: Help with special projects and administrative initiatives to streamline workflows and enhance efficiency across the team. 

Qualifications 

• 1–3 years of professional administrative experience, preferably in a corporate or financial services environment. 

• Strong organizational skills with exceptional attention to detail and accuracy, able to work quickly and accurately. 

• Excellent communication and interpersonal skills. 

• Proactive, dependable, and eager to take initiative. 

• Ability to handle sensitive information with discretion. 

• Strong proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and comfort learning new systems. 

• Team-oriented with a “no task too small” mindset. 

• 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. 
• Bachelor’s degree is required. 

The ideal candidate is a highly motivated junior administrator who thrives in a fast-paced, collaborative environment. You’re eager to learn from seasoned Executive Assistants and build a foundation for a long-term career in administrative and executive support. You take pride in delivering high-quality work, staying organized under pressure, and helping others succeed. 

 

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