Personal Assistant

• Manage daily administrative tasks, including scheduling appointments and maintaining calendars for senior leaders
• Coordinate travel arrangements, including booking flights, accommodations, and transportation
• Handle personal errands and tasks for senior leadership to streamline their day-to-day activities
• Answer and direct inbound calls with courtesy and efficiency
• Prepare, organize, and maintain documents and reports to support leadership operations
• Collaborate with advisors and contracted staff to ensure smooth workflow and office operations
• Act as a trusted liaison, maintaining confidentiality while handling sensitive information
• Provide support for client-related operations and assist in internal team coordination
• Uphold a high level of organization and attention to detail in all administrative functions
• Assist with special projects and ad hoc requests as needed

• Previous experience in administrative, executive assistant, or personal assistant roles
• Strong organizational skills with the ability to multitask effectively in a fast-paced environment
• Excellent communication skills, both written and verbal, to interact professionally with clients and team members
• Proficiency in arranging travel and managing schedules
• Ability to handle confidential information with discretion and professionalism
• Familiarity with wealth management or private financial services is advantageous
• Competence in using office software and tools for administrative tasks
• A proactive approach to problem-solving and a strong sense of accountability

Familiarity with wealth management or private financial services

• medical, vision, dental, and life and disability insurance
• company 401(k) plan