Executive Personal Assistant to CEO

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

A holistic EA/PA partnership - one role, both worlds - 5 days in office

A boutique financial advisory firm in Atlanta is looking for a true right hand - an Executive Personal Assistant who operates as a seamless extension of the Founder/CEO's professional and personal worlds. This is not a traditional desk role. It is a holistic EA/PA partnership: one person, trusted with everything, empowered to keep a demanding life moving in every direction at once.

The CEO's calendar runs deep on both sides of the line, so roughly half the role sits in the personal sphere - his life, his family, his properties. The other half runs the business alongside him. If you thrive on variety, read the room before anyone speaks, and take quiet pride in the fact that nothing falls through because you were paying attention - this is your role.

About The Role
• Own the CEO's day. Be the primary administrative partner to the Founder - managing his calendar, orchestrating meetings, and running his inbox with judgment, both personal and professional.
• Move him around as needed. Build domestic and international travel from the ground up, complete with itineraries so detailed nothing is left to chance.
• Find his voice. Draft and refine emails and correspondence on his behalf - personal and professional - and build polished PowerPoint decks that carry the firm's standard.
• Be the face of the firm. Engage executive leadership, key stakeholders, and clients with high-touch diplomacy and discretion.
• Run the moments that matter. Plan meetings, conferences, and events end to end - materials, reports, logistics, all handled.
• Keep every ball in the air. Track deadlines, priorities, and follow-ups across the CEO's professional and personal projects so nothing stalls.

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

A holistic EA/PA partnership - one role, both worlds - 5 days in office

A boutique financial advisory firm in Atlanta is looking for a true right hand - an Executive Personal Assistant who operates as a seamless extension of the Founder/CEO's professional and personal worlds. This is not a traditional desk role. It is a holistic EA/PA partnership: one person, trusted with everything, empowered to keep a demanding life moving in every direction at once.

The CEO's calendar runs deep on both sides of the line, so roughly half the role sits in the personal sphere - his life, his family, his properties. The other half runs the business alongside him. If you thrive on variety, read the room before anyone speaks, and take quiet pride in the fact that nothing falls through because you were paying attention - this is your role.

About The Role
• Own the CEO's day. Be the primary administrative partner to the Founder - managing his calendar, orchestrating meetings, and running his inbox with judgment, both personal and professional.
• Move him around as needed. Build domestic and international travel from the ground up, complete with itineraries so detailed nothing is left to chance.
• Find his voice. Draft and refine emails and correspondence on his behalf - personal and professional - and build polished PowerPoint decks that carry the firm's standard.
• Be the face of the firm. Engage executive leadership, key stakeholders, and clients with high-touch diplomacy and discretion.
• Run the moments that matter. Plan meetings, conferences, and events end to end - materials, reports, logistics, all handled.
• Keep every ball in the air. Track deadlines, priorities, and follow-ups across the CEO's professional and personal projects so nothing stalls.
• Handle the details. Expense reporting, check deposits, office administration, supplies - the operational backbone of a smooth-running office.
• Extend the reach. Manage property oversight for the CEO's business holdings across multiple locations - real estate management experience is a strong plus. Handle personal errands and ad hoc projects for him and his extended family.

About You:
• At least 5 years supporting a high-net-worth Principal as an Executive Personal Assistant; experience in a financial firm is highly desirable but not required.
• Bachelor's degree.
• Detail-obsessed and organized, with sharp problem-solving instincts - you spot the issue before it becomes one.
• The agility to move fluidly between client-facing professionalism and personal support, always with diplomacy and a service-first mindset.
• High proficiency in Microsoft Office, tech-savvy, and comfortable leveraging AI tools to work smarter.
• A proactive operator's mindset - you anticipate, prioritize, and adapt on the fly.
• A warm, engaging presence and a genuine high-touch service mentality.

What You'll Get


Competitive base salary, annual discretionary bonus, and a comprehensive health benefits package - plus the rust, access, and autonomy that come with truly running the show alongside a founder/CEO.