Executive Assistant

• Executive Assistant
• Crewe Advisors | Salt Lake City, UT | Full-Time, Non-Exempt
• Reports to: President, Chief Operating Officer

• About Crewe Advisors
• Crewe Advisors is an SEC-registered investment adviser serving clients across the United States. We are committed to acting in our clients’ best interests and to maintaining a culture of integrity, confidentiality, and regulatory compliance.

Position Summary

The Executive Assistant provides high-level administrative support to the President and the broader leadership team. This role requires exceptional organization, communication, and discretion, as the Executive Assistant will regularly handle confidential firm, client, and employee information. The ideal candidate is proactive, detail-oriented, and comfortable working in a regulated financial services environment.

Hours:

This role is on site in our Salt Lake City, UT office. Our standard office hours are below.

• Monday – Thursday: 8am–5pm
• Friday: 8am–2pm

Key Responsibilities

Executive Support

Manage complex calendars, scheduling, and meeting logistics across multiple time zones and office locations

Coordinate domestic travel, including itineraries, accommodations, and expense reconciliation

Prepare agendas, take meeting notes, and track action items to completion

Draft, proofread, and format correspondence, presentations, and internal reports

Serve as a point of contact between the executive and internal teams, clients, vendors, and other external parties

Operations and Administration

Process expense reports and invoices in line with firm policies and approval workflows

Coordinate leadership meetings, board or owner meetings, and firm events

Maintain organized filing systems, both electronic and physical

Provide administrative and project coordination support for special projects as assigned by leadership

Compliance and Recordkeeping

Follow the firm’s Code of Ethics, compliance manual, and written policies and procedures

Preserve business communications and records in accordance with the firm’s recordkeeping obligations under the Investment Advisers Act (including Rule 204-2)

Use only firm-approved communication channels for business purposes; personal email, personal text messaging, and unapproved messaging apps may not be used for firm business

Safeguard nonpublic personal information of clients in accordance with Regulation S-P and the firm’s privacy and information security policies

Route any marketing materials, client communications, or public-facing content to Compliance for review as required under the firm’s Marketing Rule procedures

Promptly escalate potential compliance concerns, client complaints, or gifts and entertainment matters to the Chief Compliance Officer

Complete annual compliance training and required attestations

Qualifications

2+ years of experience as an executive or administrative assistant, preferably supporting senior leadership

Experience in financial services, wealth management, or another regulated industry strongly preferred

Advanced proficiency with Microsoft 365 (Outlook, Word, Excel, PowerPoint, Teams) or equivalent tools

Excellent written and verbal communication skills

Demonstrated ability to handle sensitive information with complete discretion

Strong organizational skills and the ability to manage competing priorities

High school diploma required; bachelor’s degree preferred

Conditions of Employment

Satisfactory completion of a background check, conducted in accordance with the Fair Credit Reporting Act and applicable state law

Acknowledgment of the firm’s Code of Ethics and compliance policies upon hire and annually thereafter

If designated an access person under the Code of Ethics, compliance with personal securities reporting and pre-clearance requirements (including initial and annual holdings reports and quarterly transaction reports)