Executive Assistant

Executive AssistantThe Executive Assistant provides high-level administrative support to the President and the broader leadership team. This role requires exceptional organization, communication, and discretion, as the Executive Assistant will regularly handle confidential firm, client, and employee information. The ideal candidate is proactive, detail-oriented, and comfortable working in a regulated financial services environment.Key ResponsibilitiesManage complex calendars, scheduling, and meeting logistics across multiple time zones and office locationsCoordinate domestic travel, including itineraries, accommodations, and expense reconciliationPrepare agendas, take meeting notes, and track action items to completionDraft, proofread, and format correspondence, presentations, and internal reportsServe as a point of contact between the executive and internal teams, clients, vendors, and other external partiesProcess expense reports and invoices in line with firm policies and approval workflowsCoordinate leadership meetings, board or owner meetings, and firm eventsMaintain organized filing systems, both electronic and physicalProvide administrative and project coordination support for special projects as assigned by leadershipFollow the firm's Code of Ethics, compliance manual, and written policies and proceduresPreserve business communications and records in accordance with the firm's recordkeeping obligations under the Investment Advisers Act (including Rule 204-2)Use only firm-approved communication channels for business purposes; personal email, personal text messaging, and unapproved messaging apps may not be used for firm businessSafeguard nonpublic personal information of clients in accordance with Regulation S-P and the firm's privacy and information security policiesRoute any marketing materials, client communications, or public-facing content to Compliance for review as required under the firm's Marketing Rule proceduresPromptly escalate potential compliance concerns, client complaints, or gifts and entertainment matters to the Chief Compliance OfficerComplete annual compliance training and required attestationsQualifications2+ years of experience as an executive or administrative assistant, preferably supporting senior leadershipExperience in financial services, wealth management, or another regulated industry strongly preferredAdvanced proficiency with Microsoft 365 (Outlook, Word, Excel, PowerPoint, Teams) or equivalent toolsExcellent written and verbal communication skillsDemonstrated ability to handle sensitive information with complete discretionStrong organizational skills and the ability to manage competing prioritiesHigh school diploma required; bachelor's degree preferredConditions of EmploymentSatisfactory completion of a background check, conducted in accordance with the Fair Credit Reporting Act and applicable state lawAcknowledgment of the firm's Code of Ethics and compliance policies upon hire and annually thereafterIf designated an access person under the Code of Ethics, compliance with personal securities reporting and pre-clearance requirements (including initial and annual holdings reports and quarterly transaction reports)