Executive Assistant

The Executive Assistant to the President will provide executive-level administrative support and serve as a trusted strategic partner to the firm's President. The role requires managing competing priorities, anticipating needs, and ensuring important commitments and deadlines remain on track. The ideal candidate thrives in a fast-paced environment and exercises sound judgment.

What You Will Do

Key responsibilities include managing the President's calendar, scheduling, and meeting coordination, monitoring and prioritizing incoming email and other communications, drafting routine correspondence, and tracking commitments and deadlines.

Why It Might Be a Fit

The successful candidate will have experience supporting a senior executive, exceptional organizational skills, strong judgment, and a proactive, solutions-oriented mindset. They will also have excellent written and verbal communication skills and advanced proficiency with Microsoft 365.

Requirements

• Experience supporting a senior executive, President, CEO, business owner, or other C-suite leader.
• Exceptional organizational skills and the ability to manage multiple priorities while maintaining attention to detail.
• Strong judgment, initiative, and the ability to operate independently with minimal supervision.
• A proactive, solutions-oriented mindset and the ability to anticipate needs before they arise.
• Excellent written and verbal communication skills.
• Advanced proficiency with Microsoft 365, including Outlook, Teams, Word, Excel, and PowerPoint.
• Strong discretion and proven ability to handle confidential information.
• Experience in financial services, professional services, legal services, or another highly confidential environment is preferred.

Benefits

• Flexible, primarily remote part-time schedule.
• Generous paid time off program.
• The opportunity to work directly with the President of a growing and successful wealth management firm.
• A high-impact role with meaningful responsibility and autonomy.
• Collaborative culture focused on professionalism, trust, and continuous improvement.
• Free parking and convenient office access for occasional onsite meetings.