Executive Assistant

Green Ridge Wealth Planning

Montville, NJ

Green Ridge Wealth Planning is an independent financial planning and business consulting firm of licensed fiduciaries who work keeping our client’s best interests in mind to help guide them toward making the right financial decisions so they can reach their life goals. We advise in investments, taxes, property, retirement plans, loans, budgeting, estate planning, and wealth accumulation strategies but do not sell investment products. We also consult business owners to assist in creating a self-managed business. Clients who join the GRWP family receive white glove service.

Job Description:

We are seeking a full-time, seasoned, and detail-oriented Executive Assistant to support our CEO/Franchisee, CIO, and other members of our team. Ideally, someone who has an entrepreneurial spirit, is forward-thinking, and thrives in a fast paced, constantly evolving work environment.

  • Strategically manage the CEO/Franchisee and CIO’s schedules
  • Manage, coordinate, and follow up on complex calendars that require flexibility
  • Provide high quality administrative support while anticipating needs of upper management
  • Assist with company marketing needs
  • Project a professional and supportive image to clients always
  • Act as a liaison between owners and clients, corresponding by both phone and email
  • Be willing to travel locally when needed


  • College degree or 4+ years of Executive Assistant experience
  • Be a team player

Salary and Benefits

  • Competitive base salary
  • Paid time off after 6 months
  • 401K with employer match after 9 months
  • A great mentoring program
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram