Executive Personal Assistant

Job Description

Executive Assistant / Personal Assistant – Investment Management

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Location: Miami Beach, FL

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Schedule: Full-Time | 5 Days On-Site

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We are partnering with an established investment management firm seeking an exceptional Executive Assistant / Personal Assistant to support its Portfolio Manager and his family in Miami Beach.

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Key Responsibilities:

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• Manage multiple complex calendars, scheduling, and appointments
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• Streamline administrative processes and improve organizational efficiency
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• Coordinate business and personal travel, including detailed itineraries
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• Oversee expense tracking, reporting, and administrative logistics
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• Collaborate closely with senior management and other key stakeholders
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• Personal scheduling, household coordination, and family-related administrative needs
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• Anticipate needs, troubleshoot challenges, and proactively develop solutions
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• Maintain the highest standards of professionalism, discretion, and confidentiality
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Ideal Candidate:

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• Experienced Executive Assistant or Personal Assistant supporting senior executives, entrepreneurs, or high-net-worth individuals in a financial services field
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• Extremely organized, meticulous, and detail-oriented
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• Resourceful self-starter with strong problem-solving skills
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• Polished, professional, and comfortable working directly with senior leadership
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• Adaptable, dependable, and capable of managing changing priorities
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• Excellent communication skills; conversational Spanish is a plus
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• Able to provide strong professional references
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Additional Details:

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• Fully on-site in Miami Beach, five days per week
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• Occasional extended hours and after-hours availability required
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• Travel to NYC approximately once per month
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• Periodic travel to Sag Harbor, NY, during the summer
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