Executive Personal Assistant

Role Summary The Personal and Executive Assistant will provide comprehensive support to a firm principal, managing a blend of executive administrative duties and personal logistics. This role requires exceptional organization, sound judgment, and the ability to move seamlessly between professional obligations tied to a FINRA‑regulated wealth management practice and the day‑to‑day demands of the principal's personal life. Key Responsibilities Manage principal's calendar, scheduling, and inbox across client meetings, internal priorities, and personal commitments Coordinate travel arrangements for both business and personal trips Prepare materials for client meetings and internal reviews as directed Maintain organized files for correspondence, records, and time‑sensitive documents in accordance with firm compliance and Code of Ethics standards Handle personal errands, appointments, and household coordination as needed Serve as a gatekeeper and first point of contact for the principal, exercising discretion in prioritizing requests Support ad hoc projects and special requests as they arise Maintain strict confidentiality regarding client, firm, and personal matters at all times Success Measures Principal's calendar and daily operations run smoothly with minimal oversight required Business and personal logistics are proactively managed with no missed deadlines or scheduling conflicts Confidentiality and discretion are consistently maintained across all matters Principal's time is protected and freed for high‑value client and firm priorities Required Qualifications 3‑5 years of experience as a personal assistant, executive assistant, or similar hybrid support role Excellent written and verbal communication skills Strong organizational skills with demonstrated ability to manage competing priorities High level of discretion and proven ability to handle confidential and sensitive information Proficiency with standard scheduling, email, and productivity tools Reliable transportation and flexibility for occasional errands or in‑person support Preferred Qualifications Prior experience supporting a principal, executive, or partner in financial services or a regulated industry Familiarity with FINRA and or compliance related environments and standards of confidentiality Experience balancing both business and household support for a single individual Employee Benefits Competitive compensation aligned with experience and qualifications. Medical, dental, and vision coverage. Paid time off including vacation, sick time, and company holidays. Retirement savings plan. Professional development and growth opportunities. Flexible work arrangements where applicable. Employee assistance and wellness resources. Benefits eligibility and offerings may vary based on position, location, and employment status. Salary range: $82,000–$85,000. #J-18808-Ljbffr