Job Description

Our client, a Financial Planning Firm, is seeking a highly organized, proactive, and adaptable Executive Personal Assistant to support a fast-paced Financial Advisor and business owner. This role is ideal for a self-starter who thrives in a dynamic environment where priorities shift quickly and no two days look the same.

This position requires a high level of discretion, attention to detail, and the ability to anticipate needs before they arise. The role will encompass both professional and personal support, with a strong focus on ensuring the executive’s day-to-day operations run seamlessly.

Key Responsibilities:

Personal Assistant Responsibilities (Primary Focus)

• Manage executive’s calendar, scheduling, and daily priorities
• Coordinate meetings, appointments, and travel arrangements
• Travel planning including detailed itineraries for business and personal trips
• Proactively review and manage emails and communications
• Anticipate needs and ensure the executive is prepared for all meetings and events
• Handle personal errands, tasks, and household coordination as needed
• Assist with health, wellness, and lifestyle tracking (e.g., meal planning, logs)
• Manage personal appointments, family scheduling, and special requests
• Coordinate gifts, special events, and personal milestones
• Oversee vehicle maintenance, errands, and routine personal logistics

Executive Assistant Responsibilities

• Manage daily administrative operations, tasks, and special projects
• Prepare documents, reports, and meeting materials as needed
• Attend meetings, take notes, and provide summaries or action items
• Handle business-related errands including deposits, ordering supplies, and research
• Maintain organization of office spaces, supplies, and shared resources
• Coordinate and execute team events, lunches, and company gatherings
• Track and manage receipts and assist with expense organization
• Assist with marketing initiatives and SOP development as needed
• Support office operations including vendor coordination, maintenance, and organization
• Plan and execute team celebrations, outings, and internal events
• Ongoing organization and optimization of systems and processes
• Coordination with team members, vendors, and external partners
• Miscellaneous tasks and projects as assigned

Ideal Candidate

You are someone who:

• Enjoys being the “go-to” person who keeps everything running smoothly
• Takes pride in staying two steps ahead
• Is flexible, resourceful, and solutions-oriented
• Can balance structure with adaptability
• Thrives in a role where no task is too big or too small

Schedule: Monday through Friday, 8am to 5pm

Compensation:

• $45,000-55,000
• Direct Hire
• Health benefits
• Vacation and paid holidays

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