Executive Personal Assistant to CEO

Executive Personal Assistant To Founder/CEO, Boutique Financial Advisory Firm, Atlanta, Georgia

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

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