Executive Assistant & Project Manager – Abacus Wealth Partners

About the Role

Abacus Wealth Partners is looking for a dynamic professional who can balance executive assistance with project management. This role is perfect for someone who thrives in a fast-paced environment, enjoys working closely with leadership, and wants to be part of a purpose-driven company. Whether supporting the CEO directly or assisting the Co-CIOs and Director of Impact, you will play a critical role in keeping operations organized, efficient, and impactful.

What You’ll Do

• Calendar & Scheduling – Manage complex executive calendars, prioritize meetings, and ensure smooth scheduling with built-in breaks for balance.
• Project Coordination – Oversee timelines for staff, partner, and board meetings while keeping tasks and deadlines on track.
• Meeting Support – Prepare agendas, send invites, take notes, and follow up with stakeholders to ensure accountability.
• Presentation & Design – Build engaging slide decks, reports, and documents with a creative eye for detail.
• Team Communication – Provide regular updates, gather feedback, and keep executives and teams aligned through clear, professional communication.
• Technology & Tools – Use platforms such as Google Workspace, Trello, Salesforce, and Zoom to streamline processes and stay organized.
• Departmental Collaboration – Represent executives in meetings, coordinate across departments, and support event planning when needed.

Skills That Make You Successful

• Strong organizational and multitasking abilities
• Excellent written and verbal communication skills
• A creative eye for presentation design and documents
• Comfort with technology and eagerness to learn new tools
• Problem-solving mindset with the ability to stay calm under pressure
• Self-motivation and discipline to succeed in a remote environment
• Empathy, collaboration, and the ability to strengthen team culture

Education & Experience

• Education: Bachelor’s degree preferred (Business Administration, Communications, or related field).
• Experience: Minimum of 3 years of professional work experience. Prior experience as an Executive Assistant or Project Manager is highly valuable, but strong organizational and administrative backgrounds will also be considered.
• Familiarity with project management tools (Trello, Asana, or Salesforce) is a plus.
• Comfort working in a Mac environment and using Google Workspace is helpful.

Why Join Abacus Wealth Partners?

Abacus Wealth Partners is more than just a financial firm—it’s a certified B Corp committed to people and the planet, not just profits. The company values long-term growth, purpose, and impact, making this role ideal for someone who wants to build a meaningful career. With clear expectations, autonomy, and a supportive culture, this position offers the chance to contribute to something bigger while growing both personally and professionally.

How to Apply

If you’re interested in this position, please register on our portal and submit your application through the link below:

👉 Register & Apply at TeezJobs.com