Dean Dorton Careers

Executive Assistant

Location: On-site; Lexington, KY

Dean Dorton’s team makes up one of the largest advisory firms in the United States. Our mission is to provide insightful solutions that empower businesses and individuals to thrive. We are here to help you succeed in every step of your development and career as you work with nationally recognized experts in a recognized best place to work. We are seeking a dedicated Executive Assistant to join our team and contribute to our mission of delivering exceptional service.

As an Executive Assistant, you will provide vital support to A-shareholders by adapting to their specific needs, while also overseeing and managing the performance of Administrative Assistants to ensure smooth operations.

In this role, you will:

• Understand shareholder needs, preferences, strengths, and weaknesses, and manage responsibilities accordingly.
• Adapt working style to fit shareholder expectations and varying circumstances.
• Respond swiftly to evolving, demanding, or unforeseen shareholder and firm needs.
• Act as a liaison with clients as preferred or requested by the shareholder.
• Manage scheduling for meetings, conferences, events, and appointments.
• Organize and prepare for meetings, including handling documentation and logistics.
• Research, gather, and analyze information for the shareholder.
• Coordinate travel arrangements, including accommodations, transportation, and meals.
• Draft, review, and distribute communications on behalf of the shareholder.
• Manage shareholder’s email, prioritize messages, and respond as needed.
• Serve as a gatekeeper to external parties seeking access to the shareholder.
• Assist in the annual budgeting process and manage expenditures.
• Administer the service group credit card and manage monthly reconciliations.
• Prepare and submit monthly expense reports.
• Provide support to shareholders with Dean Dorton’s billing processes.
• Perform other duties as assigned.

*Responsibilities may vary based on shareholder business needs.

Management Responsibilities

• Recruit, select, onboard, and train new Administrative Assistants.
• Delegate tasks, assignments, and projects effectively.
• Coach and mentor team members to support their development.
• Evaluate team member performance and offer constructive feedback.
• Assist team members in achieving their personal development goals.
• Serve as backup to Administrative Assistants during PTO or other unavailability.

Qualifications

• Bachelor’s degree preferred, but not required.
• Three (3) to five (5) years of administrative experience required.
• Experience as an Executive Assistant preferred.
• Experiencing managing multiple leaders is required.
• Exceptional communication skills, both written and verbal, with a professional and courteous demeanor.

The Fun Stuff 

Work isn’t all work! We want to make your experience at Dean Dorton a great one. From your health and happiness to your long-term satisfaction, we focus on YOU! A few highlights are listed below:

• • Unlimited PTO
• Health insurance – medical, vision, dental
• Paid family leave, medical leave, and maternity/paternity leave programs
• Retirement benefits – 401(k) match and best-in-class automatic profit sharing
• Telemedicine, mental health resources, and wellness program reimbursement
• Life insurance and disability insurance

This job description is intended to describe the general nature and level of work being performed by team members assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Additionally, responsibilities and duties may vary depending on business needs and individual circumstances.

Dean Dorton is an Equal Opportunity Employer. We’re committed to growing and empowering an inclusive community within Dean Dorton and our industry which is why we hire and cultivate diverse teams of the best and brightest from all backgrounds, experiences, and perspectives across our organization. We encourage you to apply for our available positions, even if you don't necessarily check every box on the description.

Dean Dorton. Innovating Together.