Office Manager/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 Office Manager/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

Position Overview
The Office Manager/Executive Assistant to the CEO will serve as a key operational and administrative partner to executive leadership, supporting scheduling, communication, meeting preparation, office coordination, leadership initiatives and securities business submission. 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
Complete and submit securities account paperwork for processing via Docupace operations platform
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 strongly preferred
Docupace operations platform experience strongly preferred
Quickbooks experience strongly preferred

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.

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Stone Press Financial Group

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