A boutique financial advisory firm in Atlanta is seeking an experienced and highly organized “right hand” Executive Personal Assistant to support the Founder/CEO in all things administrative. The CEO has a very busy life, both personally and professionally, so your time will be spent approximately 50% on personal tasks that encompass his life as well as his family. The ideal candidate has at least 5 years of experience supporting a HNW principal, preferably in the finance space, is pro-active, a true problem solver who has the agility to switch gears between personal and professional needs easily.  This role is 5 days in the office.  The office is business professional in a team-oriented, collaborative environment.

About The Job:

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

·       Coordinate and arrange domestic and international travel arrangements with detailed itineraries

·       Craft and edit emails and other correspondence on his behalf,[personal and professional

·       ; Create and edit PowerPoint presentations

·       Liaise with executive leadership, key stakeholders and clients with high touch diplomacy.

·       Organize meetings, conferences, and events, ensuring all materials/reports and logistics are handled effectively

·       Track and manage deadlines, priorities, and follow-ups for the CEO on all outstanding projects, personal and professional.

·       Expense reporting; Manage check deposits

·       Be the point person in the office for administrative needs; stock supplies; office issues  

·       Personal work; errands

·       Point person for property management of Principal’s business holdings (7 locations). Experience managing real estate properties a PLUS

·       Ad hoc projects, personal for him and his extended family

About You:

·       At least 5 years of experience as an Executive Personal Assistant supporting a HNW Principal. Experience working at a financial firm is highly desired.

·       Bachelor’s Degree

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

·       Has the ability to work with clients and internal stakeholders with diplomacy and a customer service mentality as well as the ability to switch gears to provide personal support, as needed.

·       High proficiency in Microsoft Office Suite; tech savvy; AI savvy

·       An agile mindset that knows how to switch gears and prioritize the day proactively with personal and professional projects

·        Warm engaging personality with a “high touch” service mentality

Compensation:
Competitive base salary, annual discretionary bonus, and comprehensive health benefits