Executive Assistant to the Managing Partner
Embarc Advisors
Role Description
The Executive Assistant to the Managing Partner is a highly trusted operational partner responsible for keeping executive priorities, client-facing workflows, business development initiatives, meetings, travel, events, financial administration, and special projects moving seamlessly. This role is best suited for an individual who thrives in a high-performance, fast-paced professional services environment where urgency, exceptional attention to detail, and flawless execution are expected every day.
The Managing Partner operates with high standards for accuracy, responsiveness, organization, and efficiency. Success in this role requires the ability to anticipate needs, exercise sound judgment, manage multiple competing priorities simultaneously, and consistently deliver high-quality work with minimal oversight. The ideal candidate remains calm under pressure, adapts quickly to changing priorities, communicates proactively, and takes pride in maintaining exceptional attention to detail.
While the position generally follows standard business hours, executive priorities, client needs, transactions, and special projects may occasionally require flexibility outside of traditional working hours. This role is ideal for someone who enjoys being an indispensable partner to leadership and is motivated by supporting a growing, high-performing organization.
Qualifications
- 5+ years of experience in executive support, operations, project coordination, client services, business administration, or a related role.
- Exceptional organizational and project management skills.
- Strong written and verbal communication abilities.
- Ability to manage multiple priorities simultaneously while maintaining attention to detail.
- High level of professionalism and discretion handling confidential information.
- Strong judgment, business acumen, and problem-solving skills, with the ability to learn quickly and make informed decisions.
- Advanced proficiency with Microsoft 365, including Outlook, Teams, Word, Excel, and PowerPoint.
- Based in, or consistently available to work during, the Pacific Time zone.
- Experience using AI tools to drive automation, organization, and efficiency.
- Proactive, responsive, and comfortable anticipating needs before being asked.
- Highly detail-oriented while still able to understand broader business priorities.
- Calm under pressure and able to manage urgent requests without losing accuracy.
- Resourceful problem-solver who takes ownership and follows through.
- Strong communicator who can represent the firm professionally with internal and external stakeholders.
- Discreet, trustworthy, and comfortable handling confidential business and personal information.
- Entrepreneurial self-starter who enjoys improving processes and creating structure.
Requirements
- Experience supporting executives, partners, founders, or senior leadership in a fast-paced environment.
- Experience in professional services, consulting, finance, investment banking, M&A advisory, legal services, accounting, or a related industry.
- Familiarity with CRM systems, DocuSign, billing workflows, and project management tools.
- Comfort coordinating with senior external stakeholders, including business owners, investors, attorneys, accountants, referral partners, and service providers.
Benefits
- Competitive compensation plus semi-annual performance bonuses.
- 401(k) with immediate vesting and employer match after one year.
- Comprehensive medical, dental, and vision coverage.
- Unlimited vacation time and paid sick leave.
- Short-term disability insurance.
- Three team offsites per year, to connect, recharge, and grow together.
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