Executive Assistant to the President

Job Description

Allegheny Financial Group is seeking an exceptionally organized, proactive, and highly discreet Executive Assistant to the President to provide executive-level administrative support and serve as a trusted strategic partner to the firm's President.

This is not a traditional administrative role. The successful candidate will manage competing priorities, anticipate needs, drive follow-through on key initiatives, and ensure important commitments, communications, and deadlines remain on track. The ideal candidate thrives in a fast-paced environment, exercises sound judgment, maintains a high degree of professionalism and confidentiality, and takes pride in creating structure, efficiency, and accountability.

This part-time role is primarily remote and offers meaningful scheduling flexibility. Because effective calendar, inbox, and priority management requires regular collaboration and responsiveness, the successful candidate must be available during agreed-upon business hours throughout the workweek. Occasional in-person meetings, planning sessions, and other business-related activities in the Pittsburgh office may be required.

Key responsibilities include:

Executive Calendar & Priority Management:

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• Manage the President's calendar, scheduling, and meeting coordination to maximize effectiveness and alignment with business priorities.
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• Proactively identify scheduling conflicts, competing priorities, and time-sensitive commitments.
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• Ensure appropriate preparation, briefing materials, and transition time around key meetings and events.
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• Exercise sound judgment in helping determine where the President's time and attention are most effectively allocated.
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Executive Communications & Correspondence:

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• Monitor, organize, and prioritize incoming email and other communications.
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• Identify matters requiring immediate attention and distinguish them from items that can be delegated or addressed at a later time.
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• Draft routine correspondence, responses, and follow-up communications on behalf of the President.
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• Maintain reliable systems and processes to ensure important messages, requests, commitments, and deadlines are addressed appropriately.
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Project Coordination & Follow-Through:

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• Track commitments, decisions, action items, and deadlines arising from meetings, conversations, and ongoing initiatives.
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• Follow up proactively with internal team members and external stakeholders to support timely completion of priorities and projects.
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• Anticipate potential obstacles and address them before they become larger challenges.
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• Maintain organized systems for executive priorities, projects, and outstanding action items.
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• Provide regular status updates on key initiatives and outstanding commitments.
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Organizational Coordination:

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• Serve as a point of contact for leadership team members, colleagues, clients, vendors, and outside professionals when appropriate.
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• Coordinate discussions, gather information, and facilitate progress on critical initiatives.
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• Exercise sound judgment regarding when to resolve matters independently, when to delegate, and when to escalate.
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• Help ensure organizational priorities remain visible and moving forward through consistent communication and follow-through.
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Administrative & Operational Support:

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• Coordinate meetings, occasional travel arrangements, and related logistics.
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• Prepare meeting materials, reports, presentations, and supporting documentation.
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• Handle confidential business, client, and personnel information with the highest degree of professionalism and discretion.
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• Support special projects and other executive office initiatives as assigned.
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• Recommend and implement process improvements that enhance efficiency, organization, and accountability.
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You may be a strong fit if you have:

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• Experience supporting a senior executive, President, CEO, business owner, or other C-suite leader.
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• Exceptional organizational skills and the ability to manage multiple priorities while maintaining attention to detail.
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• Strong judgment, initiative, and the ability to operate independently with minimal supervision.
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• A proactive, solutions-oriented mindset and the ability to anticipate needs before they arise.
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• Excellent written and verbal communication skills.
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• Advanced proficiency with Microsoft 65, including Outlook, Teams, Word, Excel, and PowerPoint.
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• Strong discretion and proven ability to handle confidential information.
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• Experience in financial services, professional services, legal services, or another highly confidential environment is preferred.
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What AFG Offers:

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• Flexible, primarily remote part-time schedule.
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• Generous paid time off program.
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• The opportunity to work directly with the President of a growing and successful wealth management firm.
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• A high-impact role with meaningful responsibility and autonomy.
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• Collaborative culture focused on professionalism, trust, and continuous improvement.
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• Free parking and convenient office access for occasional onsite meetings.
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Allegheny Financial Group, is an SEC-registered investment advisory firm that offers clients guidance in every aspect of their financial life, including financial planning, portfolio management, market analysis, risk management, and business and estate planning. As a firm that pioneered financial planning in Pittsburgh, Allegheny has earned clients' trust for over 50 years with a high degree of personal attention combined with specialized knowledge, an integrated team-based approach, and first-class market research. For more information, go to Allegheny Financial Group