A sole owner of a securities brokerage and insurance firm with well-established clients and a family office is looking for an experienced and highly organized “right hand” Executive Personal Assistant.   The ideal candidate has at least 5 years of experience supporting a HNW Principal, preferably in the brokerage/ finance space and will like to work at his home office on a daily basis, preferring a small office environment where you will get involved in many projects, personal and professional.

About The Job:

·         Serve as the primary administrative support, “right hand” to the principal, managing his calendar, scheduling meetings and prioritizing his in-box, personal and professional.

·         Manage personal and professional projects including a home construction project and house maintenance.

·          Manage commercial real estate holdings

·         Arrange domestic and international travel arrangements

·         Craft and edit emails and other correspondence on his behalf; speak to broker dealers/clients on a regular basis; maintain client and broker dealer files; financial reporting

·         Handle work with charitable organizations

·         Plan dinners, events

·         Track and manage deadlines, priorities, and follow-ups for the principal

·         Expense reporting

·         Personal work; errands and special projects

·          Professional ad hoc projects

About You:

·         At least 5 years of experience as an Executive Personal Assistant supporting a HNW C-Suite executive, preferably at a small finance firm or family office.  Experience at a brokerage firm also highly desired

·         Bachelor’s Degree; finance degree a PLUS

·         Detail-oriented and organized with exceptional problem-solving skills.

·         A great communicator to speak with broker dealer clients with a “high touch” service mentality.

·         Proficiency in Microsoft Office Suite; Advanced Excel

·         Professional, proactive with a warm, calm personality.

·         A desire to work in a small home office

Compensation:
Competitive salary, annual discretionary bonus, healthcare stipend.