RFG Advisory · 21 hours ago
Executive Assistant
Birmingham, AL
Full-time
Onsite
Entry, Mid Level
$75K/yr - $85K/yr
2+ years expRFG Advisory is building the RIA of the Future, empowering growth-minded Independent Advisors. The Executive Assistant will support the CEO by managing schedules, coordinating logistics for travel, and ensuring smooth communication and operations within the executive team.
AdviceConsultingFinancial Services
Responsibilities
Expertly manage complex, ever-changing calendars, including scheduling meetings, appointments, and conferences with high attention to detail and foresight
Coordinate all logistics for travel — flights, hotels, cars — always optimizing for time, cost, and comfort using preferred partners
Keep the CEO’s schedule on track by giving timely cues, launching Zoom meetings when needed, and ensuring awareness of what’s coming next
Collaborate with the Executive Ops team to schedule C-squad and Board meetings and support strategic planning
Own internal meetings and events — ensuring the right people are in the room and new team members are added to Huddles, Town Halls, and other key calendar rhythms without missing a beat
Help plan and execute internal and client events — from small team offsites to client seminars and firmwide meetings
Support executive-level projects including research, presentation prep, and special assignments
Pitch in on personal tasks to remove distractions from the CEO’s bandwidth
Be a warm, responsive, professional point of contact for our Advisors and executive guests
Qualification
Required
Proven experience supporting executives at the highest level in entrepreneurial, high-growth settings
An organized operator who gets things done — accurately, efficiently, and confidentially
Enjoy solving puzzles, optimizing systems, and perfecting processes
Hold yourself (and others) to high standards
Calm under pressure, focused amidst distractions, and serious about deadlines
Reserved and professional, someone people trust with sensitive information
2-5 years of experience supporting a C-suite executive in a high-growth company or professional services environment
Exceptional planning and time management skills — juggling balls, spinning plates, keeping trains on tracks
Excellent written and verbal communication skills with a keen sense of tone, timing, and tact
Mastery of Microsoft Office Suite and general tech-savviness with scheduling platforms, video conferencing, etc
Discretion, integrity, and professionalism in everything you do
Preferred
Bachelor's degree preferred
Benefits
Generous PTO, holidays, and a paid charitable workday.
Health, dental, and vision insurance with company stipend.
401(k) with Safe Harbor contribution.
Paid parental leave.
Company-paid disability and life insurance — plus optional coverages for you and your dependents.
Dependent Care and Medical FSAs and HSA.
Cell phone reimbursement + Surface Pro + home office setup.
Professional development support.
Loads of RFG swag!
Company
RFG Advisory
RFG Advisory is an RIA firm that furnishes an integrated platform to support and enable advisors to sustain themselves in the business.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Long Ridge Equity Partners
2023-08-01Private Equity
Leadership Team
Kenneth Kim
CFO / Head of Corporate Development
Edward Swenson
President
Recent News
2025-12-24
2025-12-18
Company data provided by crunchbase