Executive Assistant

Executive Assistant

An established investment firm is seeking a poised and detail-oriented Executive Assistant to support two partners in their newly established West Palm Beach office. This is a unique opportunity to join a boutique firm known for its thoughtful, long-term approach to investing and its high standard of excellence.

The ideal candidate will bring professionalism, discretion, and a proactive mindset to a dynamic, yet intimate office setting. You will serve as a key point of contact for internal and external stakeholders, including high-net-worth clients and colleagues in the firm's Canadian headquarters.

Key Responsibilities

• Executive Support: Manage complex calendars, coordinate travel and meetings, and oversee all day-to-day administrative tasks for two senior executives.

• Financial Transactions: Assist with wire transfers and the coordination of financial activities with precision and confidentiality.

• Cross-Border Communication: Liaise with the firms Canadian office on a regular basis; strong verbal and written communication skills are essential.

• Client Interaction: Handle communications and interactions with high-net-worth clients with the utmost professionalism, tact, and discretion.

• Office Management: Ensure the smooth operation of the West Palm Beach office, anticipating needs and maintaining a highly organized environment.

Qualifications

• Proven experience in an executive assistant, office manager, or high-level administrative support role.

• Exceptional organizational skills and the ability to juggle multiple priorities in a fast-paced environment.

• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).

• Demonstrated discretion in handling confidential information.

• Strong interpersonal skills and a collaborative approach to problem-solving.

• Ability to work independently and anticipate the needs of busy executives.

• Notary Public certification is a strong plus.

Cultural Fit

The firm values individuals who are polished yet approachable, confident yet humble. The West Palm Beach office offers a professional and easy-going environment, ideal for someone who thrives in a collaborative setting while being self-motivated and resourceful.