Operations & Executive Assistant

About the Company

Scratch Capital is a boutique wealth management firm focused on serving high-net-worth individuals and families. The team delivers full-scope financial planning, investment management, and a highly personalized client experience. It is a compact, fast-paced environment where exceptional client care is a top priority.

Role Summary

This position serves as the principal’s right hand and the initial point of contact for clients. It blends executive support, operations coordination, and front-desk coverage. The goal is to keep the office running efficiently, safeguard the principal’s time, and make every client interaction feel polished and attentive.

What Success Looks Like

• The principal is able to spend the bulk of the day on client work and business growth rather than administrative tasks.
• Clients consistently feel recognized, remembered, and well supported at every interaction.
• Back-office work stays orderly, accurate, and current, including paperwork and follow-ups.

Core Responsibilities

Executive support

• Oversee the calendar, book client meetings, and arrange calls and travel.
• Assemble meeting packets, reports, and post-meeting summaries.
• Sort incoming emails, voicemail messages, and requests so the principal only sees the most important items.

Client service and operations

• Serve as the main contact for routine client needs such as documents, updates, and scheduling.
• Prepare and submit forms, paperwork, and custodian-related requests, including account openings, transfers, and money movements.
• Keep the CRM updated with accurate notes, tasks, and client information.
• Support compliance administration, including file management, signature collection, and documentation tracking.

Front desk and office administration

• Welcome clients and visitors, and answer and direct incoming phone calls.
• Handle mail, office supplies, and day-to-day workspace organization.
• Coordinate with vendors and service providers when needed.

Requirements

• At least 2 years of experience in administration, client service, operations, or executive support within a professional office environment such as finance, legal, accounting, medical, or a comparable field.
• Strong organizational habits, a sharp eye for detail, and dependable follow-through.
• Excellent written and spoken communication, with a professional manner suited to high-net-worth clients.
• Ability to learn financial systems quickly and manage sensitive information carefully and discreetly.
• Prior experience in wealth management, RIA, or financial services is advantageous but not mandatory.

Compensation and Benefits

• Competitive pay based on experience.
• Health insurance.
• 401(k) retirement plan.
• Paid time off.

Application Instructions

Applicants were asked to send a resume and a short note explaining their fit for the position to the specified company email address, using the provided subject line format.

Additional Information

The role is based in Boise, Idaho and is an in-office position. The source also noted a full-time schedule, while the job metadata listed the employment type as part-time. No vacancy count, salary figure, or start date was provided.